Assigning
Rules to RecordsThis is Time & Labor functionality. To have Time & Labor enabled, contact your Account Manager.
rules can be set up within the platform and assigned to Company, Job and Placement records to interpret Timesheet hours and calculate them for payable and billable charges. Follow the steps below to assign Rules to records.
Steps to Assign Rules to Records
Rules flow down from a Company when a Job is created or from a Job when a Placement is created. If the Company to Job association exists before the Rule is created on the Company, it will not flow down. The same is true for Job to Placement association. Flow down only happens for new Jobs or Placements.
Rules can be assigned manually using the steps below, either as the initial assignment or in order to clean up Rules that did not flow down. Contact Support to clean up Rules in mass.
- Open the record that the Rule should be assigned to.
- Click on the Pay/Bill Rules tab. This tab will show any Rules already added to the record.
-
Click to Assign Pay Rules or Assign Bill Rules to open a
pop up.
- Pay Rules and Bill Rules must be created separately.
- Go to the Time & Labor Rules tab and search for the rules to assign. Multiple Rules can be added here.
- Click Assign.
- Click Save.
Steps to Edit the Assigned Rules on Records
The rules assigned to records can be edited. The changes will not impact previously processed time, it will change how time is evaluated after the edit is saved.
- Open the Record the Rule should be updated on.
- Select the Pay/Bill Rules tab. This will show the Rules assigned to this record.
- Click Edit.
- Add or remove Rules as needed.
- Click Save.
Steps to Create a New Assigned Rules Version on Records
When the Rules assigned to a record change they can be updated to a new version. Follow these steps to update the rules assigned to a record.
- Open the Record the Rule should be updated on.
- Select the Pay/Bill Rules tab. This will show the Rules assigned to this record.
- Click on New Version.
- Add or remove Rules as needed and select the Effective Date this version should go into effect.
- Click Save.
Rule versions can be viewed by selecting them from the Effective On drop-down.
An Effective Date set in the past will reinterpret time from that date with the updated rule version.