Split Rules

This article is part of the Smart Ops Admin page.

The Split Rules tab displays Rule Groups for Split Shift and/or Clopening Rules. Here, Users can create, view, and edit these Rule Groups. 

Split Rules will look at the length of the break between two shifts worked in the same day. Clopening Rules look at the length of the break between two shifts on consecutive days. 

When a Location is assigned to a Rule Group, the Split Shift and/or Clopening Rules are applied to the Schedule Calendar and Labor Reporting for that Location. 

• In Scheduling

  • If a Split Shift or Clopening Rule is violated when creating a new shift, an alert will be generated, allowing the User to adjust the Schedule before posting.

  • The Employee Labor Dollar tooltip will include any triggered Split Shift and/or Clopening Rule penalties

  • When publishing a Schedule with Rule violations present, a 'Publish with Conflicts' confirmation window will be displayed.

• In Labor Reporting

  • Labor dollar and labor percentage amounts in Labor Trends, OT Performance, and the Schedule vs Actual Report will include any triggered Split Shift and/or Clopening Rule penalties.

Rule Group List

1. Search - Enter two or more characters to search the 'Group', 'Applied Locations', or 'Edit By' columns for the entered text

2. Table Views - This enables the User to create and edit saved views of this list. Click this icon, then either 'Save Current View' to save the new view or 'Edit Table Views' to edit the selected view. All saved views are listed above these two action buttons

   

3. Filter - Click to filter any of the available columns 

   • To add a new filter - Click '+Add Filter' to add a new filter and enter the filter parameters. 

   • To remove a filter - Click the trashcan icon associated with the filter, or click 'Clear All' to clear all filters.

   • To apply filters - Click 'Apply' to apply the selected filters to the Rule Group List.

4. Columns - This lists all of the columns available to display. Check or uncheck a column name to include or exclude it from the list. Columns can also be reorganized by dragging and dropping the desired column's rearrange icon

   • Group - Name of the Rule Group

   • Applied Locations - Locations applied to the Rule Group. If more than one Location is applied, click to open a drop-down list of these Locations.

   • Edited Date - Last date that the Rule Group was edited

   • Edited By - User who last edited the Rule Group

5. Export - This will download the listed information into a .csv file

6. Refresh - This will refresh the listing

7. Rule Group - Click to open the Rule Group sidesheet

Rule Group Header

1. Action Buttons - The header contains the following action buttons:

   •  - Click to save and apply changes to an existing Rule Group

   •  - Click to delete the Rule Group

2. Help Button - This will open the Help Menu

3. Fullscreen Button - This will expand the sidesheet to fullscreen. When in fullscreen, this icon will be replaced by a minimize icon; click to return to the original size. 

4. Close - This will close out the sidesheet without saving

5. Name - Name for the Rule Group

Rule Group Settings

1. Minimum Wage - Minimum wage to use when calculating rule violation penalties.

2. Split Rule - Split Shift Rule configuration that looks at the length of a break between two shifts worked in the same day

   • Split Minutes - The break between shifts must be longer than this to trigger a penalty

   • 2nd Shift Minimum Minutes - The second shift must be this length or longer to trigger a penalty

   • Penalty Minutes - Number of minutes applied as the penalty for a rule violation

   • Penalty Rate- Rate paid for penalty minutes

     • Regular Wage - The rate the Employee is paid for the Job worked

     • Minimum Wage - The minimum wage entered in the Rule Group settings (#1)

     • Minimum Wage Vs Regular Rate - The penalty is calculated as the difference between the amount the Employee would have made at minimum wage for hours worked plus penalty minutes and the amount the Employee made for hours worked at the regular rate.

   • Click the pencil iconto open the Edit Split Rules window, which displays these values in a readable format:
       

   • Click the trashcan iconto clear the current values

3. Clopening - Clopening Rule configuration that looks at the length of a break between two shifts on consecutive days.

   The Clopening Rule can be configured as a calculation or a fixed amount. The fields displayed are dependent on the configuration:

   Calculation

   

   • Min Rest Hours - Breaks between shifts on consecutive days shorter than this will trigger a penalty

   • Penalty Rate Multiplier - The multiplier applied to the penalty rate

   • Penalty Rate- Rate paid for penalty minutes

     • Regular Wage - The rate the Employee is paid for the Job worked

     • Minimum Wage - The minimum wage entered in the Rule Group settings (#1)

   • Shift Type - How the length of the penalty is determined

     • Entire Second Shift - Penalty is the same length as the second shift

     • Overlapping Time - Penalty is the difference between the Min Rest Hours and the actual length of the break

   Fixed Amount

   

• Min Rest Hours - Breaks between shifts on consecutive days shorter than this will trigger a penalty

• Fixed Amount - Fixed dollar amount for the penalty

• Click the pencil iconto open the Edit Clopening Rules window, which displays these values in a readable format:
   

• Click the trashcan iconto clear the current values.

Applying Locations

All Locations that utilize this Rule Group will need to be selected from the 'Search Locations' list and added to the 'Applied Locations' list. 

Locations can only be applied to one Rule Group. Locations that have been applied to another Rule Group will not be listed in either the 'Search Locations' or 'Applied Locations' lists.

Adding Locations

Locations can be added to the 'Applied Locations' list in the following ways:

• Drag and Drop
  

• Add All - Click the '+ Add All' button to add all available Locations
   

• Select and Add - Select all desired Locations, then click the '+ Add Selected' button
   

• Individually Add - Add individual Locations by clicking the plus sign next to the desired Location
   

Remove Locations

Locations can be removed from the 'Applied Locations' list in the following ways:

• Drag and Drop
  

• Remove All - Click the '- Remove All' button to remove all Locations from the 'Applied Locations' list
   

• Select and Remove- Select all desired Locations, then click the '+ Remove Selected' button 
   

• Individually Remove - Remove individual Locations by clicking the X icon next to the desired Location
   

Creating New Rule Groups

To create a new Rule Group, select 'Split Rules' from the '+ Create' button on the Admin page. 

This will open a blank Rule Group sidesheet:

The following fields must be completed before the Rule Group can be created:

• Name

• Minimum Wage

• Either the Split Rule or the Clopening Rule

  Only one Rule is required to create or save the Rule Group

It is recommended to apply Locations when creating the Rule Group, but is not required. 

When Rule configurations are complete, clickto save and apply the new Rule Group.

• This button is only displayed when creating a new Rule Group.

• Click the X icon to close the Rule Group sidesheet without creating the new Rule Group.