Create an Advanced Time Category Rule Template

Define advanced conditions to associate with a time category. For example, find time events or entries that don't match published schedule times.

  1. Go to Setup and Maintenance > Workforce Deployment > Time and Labor > Time Rule Templates.
  2. Create an advance time category rule template to, for example, validate schedule deviation.
  3. Enter the basic information.
  4. Configure any 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 higher the parameter appears in the list. The actual display sequences set in the template don't show when people create rules.
  5. Optionally configure the output to provide a more meaningful display name for people using the template to create rules.
  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.