Rules

Rules give the ability to use employee organisation units, such as divisions & departments and other applicable fields to restrict access to workflows, allowing only one group of workers to have access to a absence type. It can also be used for messaging, allowing you to create message for one particular group of employees. If you do not have this option within your menu, speak to support. Once rules are created you will be able to select these within workflow settings, or in messages

Click on admin in your top menu bar and within the system section click on rules. To create a new rule click new, to edit an existing rule click on the rule you wish to amend. A panel will open on the righthand side of the screen. 

Creating a rule 

Give the rule a name, this should be something that clearly outlines what it is, so you are able to choose this from a dropdown in other screens.

Choose if this is an and rule or an or rule. 

Choose from the first dropdown. The options you will have are: Division, Region, Location, Department, Team. 

Select if its equal to or not equal.

Your final dropdown will be dependent on what grouping you picked on the first dropdown. For example, if you selected location, in this dropdown you will see all the locations you have set up. To set up further options for any of these groups go to manage lookups.

You can then choose to add additional rules, using or you could have 2 locations set, so employees that work at Singapore or Australia would have the rule applied to them. 

Alternatively, as the example below, you may wish to use department as well, so the rule only applies to anyone that works in Singapore and in finance.

You can create multiple and/or groups within a rule,  if it applies to a variety of departments, divisions or locations.

With the example below anyone that works in the finance department at the locations Singapore or Australian will have the rule applied. 

Firstly apply an and rule for the department equal to finance, then click add group. 

The group you have created needs to be or, then using the dropdowns select your location. Click add rule, another line will appear within this group, select your next location. You can keep adding locations if required.  

When you have finished setting up the rule click save. You can then apply these rules to a workflow settings, or within messages.

Editing and deleting a rule

You can delete any rules you have set up by mistake. Either click delete next to the line you have set up, or click delete next to add rule & add group this will remove the section entirely. 

When you have finished setting up the rule click save.