Creating
Rule TemplatesThis 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. Use the information below to add a Rule Template.
- Navigate to Menu > Admin > Time & Labor Rules.
- Select the tab for Time & Labor Rule Templates to see a list of current templates.
- Select ADD TIME & LABOR RULE TEMPLATE + in the top right corner.
- Complete the following fields:
- Name: This must be a unique name that will be used to add templates to records.
- Description: A description for the use of this template.
- Time & Labor Rules: Select all the Rules that apply to this template from the drop-down.
- Click Save.
In order to complete the steps above, you need the appropriate usertype entitlements. Contact
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