How Pay Rules Work

How Rules Work

Pay Rules work by following the logic ‘When [condition] is met, perform [action]’. The rules are explicit, so it’s important to actively state what you want to happen.

Rules will check a timesheet for units that match the conditions in the rule. If there are matching units, this triggers the actions in the Rule.

The Rule will check for matching units, depending on:

• The number of conditions that are added to a rule. A rule can have no conditions, one condition or multiple conditions;
• The condition grouping you choose in the rule’s properties; and,
• Whether you add condition groups to the rule.

Rules with multiple actions behave the same way as rules with one action.

No Conditions

A rule with no conditions is triggered when one or more units are recorded on a timesheet. The only time this rule will not be triggered is when it is applied to a blank timesheet (eg when the timesheet is marked Did Not Work).

One Condition

A rule with one condition is triggered if any units matching the condition are recorded on the timesheet.

Multiple Conditions

A rule with multiple conditions will search for matching units in the order you add those conditions to the rule, top to bottom.

Multiple conditions increase or reduce the set of conditions that will match units recorded on a timesheet, depending on the condition grouping you choose when configuring the rule.

'Or' Condition Grouping	When you choose ‘Or’ grouping, the rule will be triggered if one or more conditions match units recorded on the timesheet.
'And' Condition Grouping	When you choose ‘And’ grouping, the rule will check the whole timesheet for units matching the first condition. It will only move on to check the second condition if there are units that match the first one. The first condition limits which units the second condition will check for matches.

Order of Conditions in Rules

The order you add conditions to a rule will determine the order the rule uses those conditions to check for matching units.