Date of Hire/Term Policy template
Use the Date of Hire/Term Policy business rule template to create a business rule that manages the expenses that result from either the hiring or termination of employment.
These parameters are displayed on the Parameters tab of the Edit Business Rules screen.
- Date to consider
- Select the date either after hiring or before terminating.
- External Key
- Optionally, specify a unique ID. If your company uses the Expense Management Import tool to populate the Expense Management database, external keys are imported into the database automatically. See the Infor Expense Management System Administration Tool User Guide.
Example 1: Date of hire/term check for timesheet rule
You can create a business rule for Infor TS that verifies that a timesheet is not being submitted before an employee's hire date or after the employee's termination date. This example shows the possible values for this business rule.
Date of hire/term policy fields
This table shows the values for fields:
| Field | Value |
|---|---|
| Name | Date of Hire/Term Check for Timesheet |
| Severity | Invalid |
| Notification | Interactive only |
| Fire on Itemization | Not selected |
| Fire Scope | Every time |
| Offline and Online Firing Options | Fire Offline and Online |
| Status | Active |
| Policy Based Routing | Left Blank |
| Fire On | Submit TS and Update TS Standard Line Item |
Date of hire/term policy strings
This table shows the values for strings:
| Strings | Value |
|---|---|
| Description | Date of Hire/Term Check |
| Interactive Message | Time entered cannot be prior to your hire date or after your termination date. |
| Policy | Time entered cannot be prior to your hire date or after your termination date. |
| Report Message | Left Blank |
Date of hire/term policy parameters
This table shows the values for parameters:
| Parameter | Value |
|---|---|
| Date to consider | Before Hire Date or After Termination Date |
Date of hire/term policy applications
This table shows the values for applications:
| Name | Organization/Group |
|---|---|
| Corp: Default | Organization |
Example 2: Expense charged before hire date rule
You can create a business rule for Infor ER that verifies that an expense report is not being submitted before an employee's hire date or after the employee's termination date. This example shows the possible values for this business rule.
Date of hire/term policy fields
This table shows the values for fields:
| Field | Value |
|---|---|
| Name | Expense Charged Before Hire Date |
| Severity | Warning |
| Notification | Interactive only |
| Fire on Itemization | Not selected |
| Fire Scope | Every time |
| Offline and Online Firing Options | Fire Offline and Online |
| Status | Active |
| Policy Based Routing | Left Blank |
| Fire On | Update ER Line Item |
Date of hire/term policy strings
This table shows the values for strings:
| Strings | Value |
|---|---|
| Description | Expense Charged Before Hire Date |
| Interactive Message | Associates may not charge an expense that is incurred prior to hire date. |
| Policy | Typically expensed incurred before hire date are not reimbursed. |
| Report Message | Left Blank |
Date of hire/term policy parameters
This table shows the values for parameters:
| Parameter | Value |
|---|---|
| Date to consider | Before Hire Date |
Date of hire/term policy applications
This table shows the values for applications:
| Name | Organization/Group |
|---|---|
| Corp: Default | Organization |