Business Rules
To add Business Rules details, follow the steps below:
- After logging in to the Company Main menu, go to Masters > Business Rules.
- The Business Rules entry form will open. Fill in the details as follows:
- Department – Enter or select the department for which the rule applies. Press F4 to search or select from the predefined list.
- Designation – Choose the employee designation. Press F4 for selection.
- Shift – Select the applicable shift. Use F4 for ease of input.
- Effective From Date – Select the date from which the rule will be effective.
- Effective To Date – Select the end date (if applicable) until which the rule will remain valid.
- Rules Type – Select the type of rule (e.g., Overtime, Late Mark, Attendance Policy, etc.).
- Rules Value – Enter the numeric value/parameter for the rule (e.g., number of minutes, percentage, amount).
- Action – Choose the action to be performed when the rule is triggered (e.g., Deduct, Allow, Restrict).
- Remarks – Add related notes, clarifications, or policy info. Press F4 for stored text or help.
- Once all details have been entered, click on the Save button. Your Business Rule will be created and stored in the system.
- A New button will be activated. To create another Business Rule, click on New and repeat the above steps.
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