Create a Workforce Compliance Rule Template

Identify upcoming compliance exceptions with rules that review time card data and unprocessed time events to help managers prevent or quickly fix any exceptions.

1. Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Time Rule Templates.
2. Create a workforce compliance rule template to, for example, make sure workers work the minimum required hours.
3. Complete the required and relevant optional basic information.
   1. Review the default reporting level and change as appropriate.

      Level	When Rule Results Display
      Details	For all time entries that match the time category conditions. For example, show the message for each time entry that violates the rule.
      Day	For all the hours for the entire day that match the time category conditions. For example, show the message for each day that time entries violate the rule.
      Time Card	For all the hours for the entire period that match the time category conditions. For example, show the message only once for the time card period, when a time entry violates the rule.

   2. Review the default suppress duplicate messages display value and change as appropriate.

      For example, a rule shows a warning message when a 16-year-old worker reports more than 20 worked hours for a week. When they save, submit, and resubmit their time cards, the rule triggers. During the winter break a worker reports working 8 hours per day for 5 days, and saves their time card each day. Here's how often messages would appear according to the reporting level and whether you suppress duplicate messages.

      Reporting Level	Suppress Duplicate Messages Display	Message Display Frequency
      Time Card	Either Yes or No	Once
      Day	No	3 successive days after reported time exceeds the 20-hour maximum
      Day	Yes	Once, on the third day when the reported time for the week exceeds the 20-hour maximum

4. Configure the formula parameters.
   • Optionally provide a more meaningful display name for people using the template to create rules.
   • Optionally reorder the display sequence. The lower the number, the earlier the parameter appears in the list.
5. Configure the formula outputs.
   • Optionally provide a more meaningful display name for people using the template to create rules.
   • Optionally reorder the display sequence. The lower the number, the earlier the output appears in the list.
6. Explain the business purpose of the rule template and any rules create with the template.

   You can include message tokens as placeholders for parameter and output values. When people create rules with the template, the specific values they set replace these tokens in the rule explanation text. The Message Tokens list values are the parameter and output display names.

   Here are some best practices to keep in mind when you write text that includes tokens:

   • Include abbreviations in tokens that are easy to recognize.
   • Qualify tokenized text by inserting a word or phrase just before or after the token that describes what the token is.
   • Ensure that the qualifier text and the token name make sense together, as shown here.

     Example of Incorrect Pairing	Examples of Correct Pairings
     The time card was approved by the approver {STATUS}.	{APPROVER_NAME} approved the time card. The invoice was approved and now has a {STATUS} status.

   • Read your explanation text without the token to check if the explanation makes sense.
   • Use tokens for numbers carefully. Qualify tokens for numbers that are objects, such as number of hours or time type. If a token represents an amount that could be singular or plural, the text needs to support both scenarios.
7. Review your configuration.
8. Save your changes and close the template.