Creating Rules


1. As a Super Admin or Admin, Click "Organization"


2. Click "Company"


3. Click "Schedule"



4. Turn on "Maximum Hours Rules for Staff"



5. Click "Add Rule"



6. Add a name for the rule. eg: 20 Hour Max



7. Add a Maximum Hours for the rule



8. Click "Save" to create the rule. You can add as many rules as you need.



Applying to rules Staff


9. Click "Organization"



10. Click "Staff"



11. Select the staff member who needs the rule applied



12. Click "Salary / Wage"



13. Click the Maximum Hours dropdown and select the rule you want to apply



14. Click "Save". This now applies the selected rule on for this staff member the Schedule page



Using the rules on Schedule



15. Add shifts as normal



16. Shifts for staff that exceed the Maximum Hours rule will show the Warning icon. When you hover over the icon, you will see how many hours the staff member has exceeded the rule by



17. When you click "Publish & Notify, you will be warned which staff are exceeding rules for the week



18. Publish warnings will show which staff have issues with Compliance, Overtime or Max Hours rules



19. Manager and Admin level users will not be able to publish shifts with Compliance, Overtime or Max Hours issues. Super Admins will be able to publish these shifts by selecting the shifts with issues



20. When you hover over the warnings, you will see a hover showing what the issue on the shift is



21. Once you have made your additional selections, click next and publish as normal