Labour Rules can be created in
a) User Profile > Labour Settings:
You can add rules by right-clicking and choosing “New” or “Add Global Rule”.
If you double-click on a rule you will be able to edit it. Note, however, that this will not affect the global rule that it was originally copied from. This way, you can make adjustments in the rule for one user, without affecting the other users that have the same rule.
b) Long Form > Personnel Tree > Personnel Management > Settings > (Global) Rule Manager
The Rule Manager contains a list of global rules.
Managing Rules
Right click in the window > choose "New" or select an existing rule and right click > select an option.
New: to create a new Rule... the Rule window opens.
Duplicate: Duplicate a rule and make modifications on the duplicated rule
Split On Date...: split a rule into 2 on a specific date. Rule 1 is from in date to selected and Rule 2 from selected to out date of the selected Rule.
Remove: will remove the selected rule
Apply To Users: allows to apply the selected rule to one or multiple users and at same time activate Labour Rules for these users.
View Affected Users: show the Users that are affected by the chosen rule.
Import/Export
Select a Labour Rule, right-click and select "Export" to export it to a file. It's only supported for one Rule at a time.
And selecting "Import" will let you import a Rule from a file.
These new options are available in the following places:
- Personnel Tree > Personnel Management > Settings > Rule Manager
- Edit User window > Labour Settings
(Salary Addition Ref codes have to be manually set up to apply to the Overtime Subrules)
There are a number of different ways of assigning rules to users.
- For example, some users might have a collective agreement (union agreements etc). The best way to depict this would be to define a global rule and then apply the rule to all users that should have it.
- In other cases, you just want to apply an individual agreement. Then there’s no need for making global rules. You just go into the profile of that user and manage his/her rules.
- You can also combine the two. Quite often you might want to apply a global union rule to many users and then go into each separate user and make individual adjustments.
You can display the assigned Labour Rules of the Users' in the Object Manager > Menu > Columns > Labour Rule.
Only active rules that are active on current date will show up.
Applying a Global Rule To Users
To apply the rule to one or more users, select the rule in the list, right-click and choose “Apply To Users”.
This lets you select which users to apply the rule to:
If you click OK, this rule will be copied to all selected users.
If you have not yet selected to activate labour rules for these users, you will be asked: “Do You Want To Activate Labour Rules For All These Users?” For the rule to apply, select Yes.
Click OK in the Rule Manager.
Rule related User Profile Settings
In the User Profile > Labour Settings, you will find the list of rules that apply for that user.
Employment Date:
The employment date is used for the sabbatical, freeweek and training sub rules. However, by clicking the “Other Dates” button, the dates for these sub rules can be overridden.
Labour Rules Apply:
The checkbox allows to switch on/off the use of labour rules completely for the user.
Vacation Is Cropped By Employment Date:
The employment date is used for the calculation of Vacation days for the period.