Creating Compliance Rules—Exercises

Main Exercise

Purpose: The purpose of this lesson is to create compliance rules with both work-time and rest regulations, and to learn how to  control if absence should be calculated as rest or as presence.

Windows:
Rules
Absence Category
Wage Codes

Create Compliance Rule 

  1. Click New in the Rules window 
  2. Add an ID. e.g., use your user name to separate the rule from other students rules.
  3. Add a description of your rule that says which category or employees the rule applies to. 
  4. Save your changes.

Add Work-Time Rules

  1. Click on a row in the Work Time tab and create a new row. 
  2. Add rules according to the following:
Margin Value Type Hours Period Quantity Period Unit Alert Context Work Time Calculation Validity Notes
Weekly Average 48 4 Weeks Work Time and Schedule Presence Max 48 hours of work time per  7day period
Max 50 1 Months Work Time Overtime Max 50 hours of overtime per month
Max 40 1 Weeks Schedule Normal Hours Max 40 hours per week

Add Compliance Presence Flag

  1. Create a new absence category that should be calculated as presence - use your user name combined with presence as description e.g. Alain Presence.
  2. Create another absence category that should be handled as Absence - use your user name combined with absence e.g. Alain Absence
  3. Go to the Wage Codes window and connect absence wage code to your new categories. 

Note If you are working within a wage class that you created yourself, connect your new categories to which ever absence wage code you want. If you are working within a commonly used wage class, create two new absence wage codes, one to be calculated as Presence and one to be calculated as Absence. 

Create Compliance Rule – Rest

  1. Click on a row in the Rest tab and create a new row. 
  2. Add rules according to the following:
Margin Value Type Hours Period Quantity Period Unit Alert Context Rest Time Calculation Validity Notes
Min 0,5 6 Hours Schedule Break Min half an hour of rest after working 6 hours
Min 11 1 Days Work Time and Schedule Daily Rest Minimum of 11 consecutive hours of rest per day
Min 35 7 Days Work Time and Schedule Weekly Rest Minimum of 35 consecutive hours of rest per week