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General Concepts

1. All rules are in the format

WHEN <conditions>

THEN <actions>

2. All rules are executed sequentially, from top to bottom

3. As the rules are executed, the shift will be broken up into segments that match particular rules. The general process is that pay categories will be assigned to these shift segments.

4. Allowances may be added to a shift.

Conditions

Always

This condition will always return the entire shift. It is useful for rules that should always be executed (for example ‘Always apply a break of 30 minutes for every 5 hours+30 minutes worked’)

And

This condition will return the ‘intersection’ shift segments for all of the conditions added to it.

For example, let’s suppose there is a shift – Sunday 9pm – Monday 5am. If one of the sub-conditions returned Sunday 9pm – Monday 1am and the other sub-condition returned Monday midnight – Monday 3am, then the result of this combined condition would be Monday midnight – Monday 1am.

Or

This condition will return the ‘union’ of shift segments for all of the conditions added to it.

For example, let’s suppose there is a shift – Sunday 9pm – Monday 5am. If one of the sub-conditions returned Sunday 9pm – Monday 1am and the other sub-condition returned Monday midnight – Monday 3am, then the result of this combined condition would be Sunday 9pm – Monday 3am.

Shift duration

This condition checks the duration of the shift. If the duration exceeds the specified parameters, the entire shift is passed to the action. (i.e. NOT just the part of the shift that exceeds the specified parameters)

Public Holiday

This condition checks the public holiday calendar of the business to determine if the shift (or part thereof) lies on a public holiday. The matching shift segments will be passed to the action.

Day of week

This condition matches the (parts of) the shift that occur on the specified days of the week. The matching shift segments will be passed to the action.

Time of day

This condition matches the (parts of) the shift that occur on the specified time of the day. The matching shift segments will be passed to the action.

Hours worked

This condition matches the specific hours worked in a shift. For example it could be configured to return hours 0-3 (i.e. the first 3 hours of a shift). It could also be configured to return hours 8+ (i.e. all of the shift after the first 8 hours). The matching shift segment will be passed to the action.

Time worked in period

There are some pay conditions that enforce that if an employee works, for example, more than 152 hours in a month then any subsequent hours are paid at overtime rates. The pay condition rule set configuration page allows you to configure what the ‘period’ is for the purposes of rules like this (eg: weekly, fortnightly, monthly).

Only the part of the shift that exceeds the specified amount will be passed to the action.

Time since previous shift

This condition tests that the time since the previous shift is less than (or greater than) a specified amount. If the condition passes, the entire shift will be passed to the action.

First shift of the day

This condition tests that this shift is the first shift of the day. It can be useful for rules that only apply once per day. If the condition passes, the entire shift will be passed to the action.

Work type

This condition checks the work type that is associated with the shift. If the condition passes, the entire shift will be passed to the action.

It can also be used to test whether a work type is linked to a pay category or to a leave category.

Location

This condition checks the location that is associated with the shift. If the condition passes, the entire shift will be passed to the action.

Employment type

This condition checks the employment type of the employee that is performing the shift. If the condition passes, the entire shift will be passed to the action.

Pay category

This condition checks the pay category that is associated with the shift segments. Any segments that have the specified pay category assigned will be passed to the action.

NOTE: Any rules that check for a pay category should be moved to late in the rule set to allow earlier rules to actually assign a pay category.

Rules

Apply pay category

This action will assign a specified pay category to the matching shift segment. If the pay category is specified as [NONE], the shift segment will be, effectively, discarded and will not be paid. This can be useful in cases such as re-allocating overtime to a ‘time in lieu’ leave category.

Apply minimum time

This action will adjust the effective duration of the shift to a specified amount, if the shift duration is less than the specified amount. An example of where this might be used is if a casual is paid for a minimum of 3 hours work, even if their shift is less than 3 hours.

Apply shift breaks

This action will enforce unpaid breaks in the shift. An example of how this is configured would be: “Apply a 30 minute break for every 5 hours and 30 minutes worked”.

This means that, for example, a shift that was entered as 9am – 5pm would be broken up into:

  • work from 9am – 2pm
  • a break of 30 minutes from 2pm-2:30pm
  • work from 2:30pm – 5pm

Stop processing

This action basically signifies to the rules engine to stop processing any more rules for this shift. An example might be to have any ‘leave category’ related rules at the top of the rule set and to stop processing if the work type is linked to a leave category.

Add allowance

This action adds an allowance to a shift. The action may be configured to limit the number of allowance units; either per day or per week.

Add leave accrual

This action allocates an amount of a specified leave category to the employee working the shift. An example of where this may be used is employees banking time-in-lieu rather than being paid overtime.

Multiple actions

This action allows you to apply multiple actions for a specified condition.

Set rate multiplier

This action allows you to set the rate multiplier for the matching shift parts. In most cases, this is not the preferred method to assign rates to shifts. Rather, the recommended method is to assign pay categories through rules and then use pay rate templates to govern the rates paid for different pay categories.