Create a Labor Rule

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All labor rules are created on the Labor Rules page. This article covers creating the following labor rules: Overtime, Break, Split, Minor, Tip Makeup Rules, Spread of Hours, Predictability, Reporting Time Pay, Shift Differential, and Pay Periods.

Creating a labor rule establishes its name, its type, and the locations it governs.

A newly created labor rule contains no configuration. Locations assigned to the rule operate without any rule settings until the rule is configured. Configuration is covered in the article for each rule type.


Security

Each labor rule type has a create permission dedicated permission under Labor → Labor Rules.

Rule

Permission

Overtime

Labor → Labor Rules → Overtime Rules → Create Overtime Rules

Break

Labor → Labor Rules → Break Rules → Create Break Rules

Minor

Labor → Labor Rules → Minor Rules → Create Minor Rules

Split

Labor → Labor Rules → Split Rules → Create Split Rules

Spread of Hours

Labor → Labor Rules → Spread of Hours Rules → Create Spread of Hours Rules

Predictability

Labor → Labor Rules → Predictability Rules → Create Predictability Rules

Reporting Time

Labor → Labor Rules → Reporting Time Rules → Create Reporting Time Rules

Shift Differential

Labor → Labor Rules → Shift Differential Rules → Create Shift Differential Rules

Tip Makeup

Labor → Labor Rules → Tip Makeup Rules → Create Tip Makeup Rules

Pay Period

Labor → Labor Rules → Pay Period Rules → Create Pay Periods

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.


All labor rules are created on the Labor Rules page:

  1. Select Admin

  2. Expand the Workforce section

  3. Select Labor rules.


Create a Labor Rule

  1. In the grid toolbar, click Create rule. A dropdown lists all accessible rule types.

  2. Select the rule type to create. The creation form opens inline alongside the grid.

  3. Enter a unique name for the rule.

  4. Assign the locations the rule governs.

  5. Click Create. The rule group is created with the name and location assignments entered.

A newly created labor rule contains no configuration.

Locations assigned to the rule operate without any rule settings until the rule is configured.