Assigning rules to calculation groups

Rules are the building blocks that form your organization’s payroll and business policies. They determine when employees earn overtime and premiums, how many hours of work employees are guaranteed, and a variety of other policies.

See Rules.

With different parameters and condition sets, you can reuse a single rule across various calculation groups by modifying the parameters for each group. For example, if the Part time Union A group of employees earn overtime after working eight hours a day and the Full time No Union group of employees earn overtime after working ten hours a day, they are both assigned the Daily Overtime rule, but with different condition sets.

You assign as many rules to calculation groups as you require to reflect the applicable business rules and pay logic. After assigning a rule, you must define the condition sets and parameters that describe when and how to apply the rule. You can also assign multiple instances of the same rule within a calculation group should your business needs dictate.

  1. Select Maintenance > System Administration > Toolkit > Quick Rule Editor.
  2. Specify a calculation group in the Calculation Group field.
    See Creating calculation groups.
  3. Click Go.
  4. Click the Add Rule Below (plus) button beside an execution point or existing rule to add the new rule immediately below it.
    The order in which the rules are displayed in the left pane determines the order in which the rules are processed by the application rule engine.

    Alternatively, you can scroll down the left pane and click Add Rule to add the rule at the end. You can then drag and drop the rule to a new position within the calculation group, if necessary.

  5. In the right pane, select the rule that you want to add from the Rule list.
  6. Specify a brief description of the rule in the Rule Description field.
    See Showing rule descriptions by default.
  7. Click Add.
  8. In the left pane, click Save.
    The rule is assigned to the calculation group. Each new rule requires parameters to determine how the rule is applied to the employee under different circumstances. The rule’s condition sets determine the different circumstances.

    See Condition sets and rule parameters.