Managing
RulesThis is Time & Labor functionality. To have Time & Labor enabled, contact your Account Manager.
rules can be set up within the platform and are added to Company, Job and Placement records to interpret Timesheet hours and calculate them appropriately.
This article has instructions for Editing and Deleting Time & Labor Rules.
Before You Begin
To have
enabled, reach out to your Account Manager.Users must have the correct user type permissions to edit and delete
rules. Contact Support to have these updated if you do not have access.Steps to Edit
RulesAny edits to an existing Time & Labor Rule will impact all upcoming Time & Expense calculations that the rule is associated with. The edit will not be retroactive for time that was already processed.
- Navigate to Menu > Admin > Time & Labor Rules to see a list of current rules.
- Select Edit from the Actions drop-down for the rule that needs to be changed.
- Update the necessary fields.
- Click Save.
Steps to Delete
RulesRules can only be deleted if they are not associated with a record.
- Navigate to Menu > Admin > Time & Labor Rules to see a list of current rules.
- For the Rule that needs to be edited select Delete from the Actions drop-down.
- Click Delete.
- You will be prompted to confirm the Delete. Select Delete again to confirm.
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