Prerequisite

  1. Subscribed to Attendance with Compliance
  2. Administrator access

Navigation

Mega Menu > Compliance > Create New Ruleset

Create

  1. Click on the CREATE NEW RULESET button
  2. Name your ruleset, for example "CASUAL", "PART-TIME", etc.
  3. Complete the following sections as appropriate to your business

Overtime
Define the maximum hours that your workers can work in a day/week before attracting overtime rates

For example, a shift greater than 8 hours a day attracts an overtime rate of 50% above the base rate. Once 12 hours a day are worked then a rate of 200% is applied.

Click on the ADD ANOTHER button to add another Overtime rule.

Breaks
Define time periods for Paid Breaks and Unpaid Breaks. Setting Paid and Unpaid Breaks separately provides the flexibility needed to configure break rules which comply with complex regulatory requirements. When the worked hours for a shift fall into that time period the specified breaks will be auto-assigned to the shift.

Time format is HH:MM:SS (Hours - Minutes - Seconds)

By way of illustration, a worker is scheduled to start their shift at 9AM and finish their shift at 5PM, including a 30 minute unpaid meal break. This represents 7.5 worked hours which falls into the "From 06:00:01 hrs To 10:00:00 hrs" time period. As such, 2 x 15 minute Paid breaks and 1 x 30 minute Unpaid break is applied to this shift. 

Click on ADD ANOTHER button to add another time period.

Maximum Consecutive Days

When a worker works on a day after the 'More Than' value then the specified penalty rate will apply. For example time worked on the seventh day will be paid at time and a half.

Note: In some jurisdictions such as California, USA, workers are exempt from this rule if the condition stated is met. To enforce this sub-rule, select the checkbox.

Penalty Hours

Apply penalty rates to hours worked on specific days or time periods during the workweek.

For example, Working between 10pm - 12am on any week day, Monday through Friday attracts a penalty rate of 10% above the base rate.

Click on the ADD ANOTHER button to add another Penalty Hours rule.

Public Holidays
Set the penalty rate applied for time worked on public holidays.

For example, when scheduled to work on a Public Holiday, time worked will be paid at double time.

Warning Levels
Warnings can be set individually for the following rules: Penalty Hours, Overtime, Maximum Consecutive Days and Public Holidays

The warning levels are:

Take no action - shifts that trigger the rule can be scheduled and will not be flagged in anyway

Flag as a warning - shifts that trigger the rule can be scheduled and the will be flagged with a warning on both shifts and timecards

Restrict this from being scheduled - shifts that trigger the rule are prevented from being published

Assign Compliance Ruleset to Workers
The compliance ruleset will only come into affect once you add workers to it.

  1. On the right side of screen, click on the ADD WORKERS button to reveal a list of your workers
  2. To select individual workers, click on the checkbox against their name.
  3. To select "all workers", click on the checkbox against the "Workers" title.
  4. Use the search field to locate a specific worker that is not visible to you.
  5. Click on the "X" in the top right-hand corner to add selected workers and close out the window.

IMPORTANT: Once you have completed adding workers to this ruleset, ensure you click on the SAVE RULES button.

You will be prompted to select a date when the ruleset is effective. This date represents the start date of your workweek, (not future-dated).

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