Schedule Rules
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Schedule Rules


Schedule rules can be used to prevent employees from entering more or less hours than they are scheduled for. You set an employee's scheduled hours from the Employee Details page.


The following rules can be configured:


Rule

Description

Timesheet hours cannot be greater than scheduled hours

Requires the employee to put no more than their scheduled number of hours on the timesheet. The timesheet cannot be submitted until they correct this.

Timesheet hours cannot be less than scheduled hours

Requires the employee to put no less than their scheduled number of hours on the timesheet. The timesheet cannot be submitted until they correct this.

Add Holidays to timesheet

If checked then any Holidays the employee can take will be put on their timesheet automatically. Note that if a holiday falls on a day the employee is not scheduled to work, no hours will be added to the timesheet. What is considered a work day is determined by the employee's Scheduled Work Days property on their employee properties page. See the Managing Employees topic for more information.

Add Leave requests to timesheet

If checked then approved Leave Requests will be put on the employee's timesheet automatically. Note that if leave falls on a day the employee is not scheduled to work, no hours will be added to the timesheet for that day. What is considered a work day is determined by the employee's Scheduled Work Days property on their employee properties page. See the Managing Employees topic for more information.

Don't allow submitting of Leave requests with conflicting or overlapping dates

If checked then employees will not be able to submit leave requests that conflict with other leave requests they may have submitted for the same dates.

Don't allow submitting of Leave requests if balance falls below minimum

If checked then employees will not be able to submit leave requests that if the balance for the selected pay code (e.g. Vacation) would fall below the minimum allowed. If the pay code has no balance associated with it then this setting is ignored. The minimum balance allowed is specified on the Balance and Accrual Rules page.