Assigning Time & Labor Rule Templates to Records

This is Time & Labor functionality. To have Time & Labor enabled, contact your Account Manager.

More than one Rule is often needed on a Placement. Rules that are frequently used together can be added to a Rule Template. Selecting a template instead of picking each Rule individually can save time and prevent errors when adding Rules to a Placement.

This article has instructions for applying Time & Labor Rule Templates to Records.

Steps to Apply Rule Templates to Records

Rule Templates added to Company records will copy to any Job and Placement records created from that Company.

Rule Templates added to Job records will copy to any Placements records created from that Job.

This only happens on record creation. Any changes made to the parent record after the new record is created will not be updated on the new record.

  1. Open the record that the Rule Template should be applied to.
  2. Click on the Pay/Bill Rules tab. This tab will show any Rules already added to the record.
  3. Click to Assign Pay Rules or Assign Bill Rules to open a pop up.
  4. Go to the Time & Labor Rule Template tab and search for the templates that apply. Multiple Rule Templates can be added here.
  5. Click Assign.
  6. Select Save.

Steps to Update Applied Rule Templates on Records

When the Rules applied to a record change they can be updated to a new version. Follow these steps to update the rules applied to a record.

  1. Open the Record the Rule should be updated on.
  2. Select the Pay/Bill Rules tab. This will show the Rules applied to this record.
  3. Click on New Version.
  4. Add or remove Rules and Templates as needed and select the Effective Date this version should go into effect.
  5. Click Save.

Rule versions can be viewed by selecting them from the Effective On drop-down.