WFM Rules

Rules are used to direct a processing. Rules consist of a list of evaluations to which can freely be added, that are followed during the respective processings.

A processing consists of:

  • Rule: logic and decision taken with a certain calculation as a result.

    For example: IN clockings are rounded off, OUT clockings are rounded off, the difference is moved to a day counter.

  • Validation: review of certain criteria that decide whether a day or day segment should be marked with a certain anomaly reason.

    Example: Validate whether an employee was present during the set core time. Validate whether an autolog took place.

A rule configuration consist of a list of preconfigured rule blocks for which the properties can be edited.

You can add the same rule multiple times, but use different properties. In this case: Change the default description to clarify rule processing.

There are:

  • General day rules: Rules that apply to the entire day (across all segments). Day rules can be configured to apply to a selection of employees or a certain attendance group.
  • Specific day rules: Rules that apply on a specific day.
  • Day segment rules: If a day consists of several segments, rules can be configured for a specific segment.
  • Day validation rules: Review of certain criteria that decide whether a day should be marked with a certain anomaly reason.
  • Period rules: From the period rules, 1 default rule block is available that is used to drive a set of day counters from the period elapsed to a specific day counter that is generated on the closing day of the period. For example: Accumulating overtime on a weekly basis. Period rules should not be confused with balance rules. They do not influence period counters and have their own internal definition of the time frame to which they apply.
  • Balance rules: Set of rules that determine the value of balances upon passing of a set period (see period closure in Supervisor). You can give your own description to a balance rule which makes it possible to execute a different logical processing at different times (for example, a different processing for monthly closure and yearly closure). Balance rules are generated at the closing off of a period by the supervisor.