Creating or Editing a Rule

When you create conditions, you must set up one or more rules when the conditions apply. The condition will apply if any of the rules apply.

Rule Parameters in WFM

Rules in WFM consist of parameters that you can manage when you add or edit a condition. Refer to the table for the available rule parameters.

Rule Parameter	Action Needed
Apply only for the dates (start date) → (end date)	If applicable, select a start date, end date, or both to indicate if the new rule is only valid during the given dates. In most cases, these values can be left blank.
Apply only for the days (type of day)	If applicable, configure the days when the condition applies. You can select or clear individual days on the first column or select Any day, Weekends, or Weekdays on the second column. If the condition applies exclusively on public holidays, check the appropriate box.
For the period between (start time) and (end time)	If the condition should only apply between hours of the day, set the start and end time.
When during the (selection) time worked of type (condition type) and/or condition (condition name) time worked exceeds (number of hours)	If applicable, select whether the condition applies on hours worked during the shift, day, week, fortnight, four-weekly period, or time worked since last break. If applicable, select the types of condition the condition should run, either allowance or penalty, regular rate, penalty rate, overtime rate, or a combination of these types. If applicable, select a specific condition name that is required for the condition to apply. Based on the condition name, enter the number of work hours after which the condition will apply.
When the shift starts before (time) (and) the shift starts after (time) (and) the shift finishes before (time) the shift finishes after (time)	If applicable, set the condition to apply based on the time a shift starts or finishes.
For worked hours that are (selection)	If applicable, select when outside of scheduled hours the condition applies. Select only one from outside scheduled hours, before scheduled start, after scheduled finish, or longer than scheduled. This rule will check all locations and jobs that a person works for overlapping shifts.
Break length between (number of hours) and (number of hours)	If applicable, establish the lengths of breaks for split shifts. This rule applies to all parts of all shifts that occur after a break on a day that is within the designated length. A break longer than the maximum value will cause subsequent parts of shifts to no longer match this rule. A break in this rule refers to any break between shifts on the same day, or unpaid breaks within a shift. A shift that has a break within it, or immediately prior to it that has a length within the range will cause an allowance using this rule to be applied.
Previous shift less than (number of hours) ago on more than (number of days) this week	If applicable, set the condition to apply when the employee works the minimum number of hours for a maximum number of days on the same week.
Days worked this week exceeds (number of days) Days worked last week exceeds (number of days)	If applicable, set the condition to apply when the employee works the maximum number of days during the current week. You can also set it to apply when the employee works the maximum number of days during the previous week.
Days worked exceeds (number of days) over the previous (number of days)	If applicable, you can set the number of days worked over a period to apply.
Consecutive days worked exceeds (number of days) Spread of time on day exceeds (number of hours)	If applicable, set the condition to apply based on how many consecutive days an employee has worked in the current week, or based on the spread of hours worked in a day. For example, the condition applies if the spread of hours worked in a day exceeds 4 hours.
Worked previous shift	If you want the condition to apply if the employee works their previously scheduled shift, check the box.
Worked subsequent shift	If you want the condition to apply if the employee works their subsequently scheduled shift, check the box.

To create or edit a rule:

1. Open the wage agreement. See Accessing Wage Agreements.

2. Click the Conditions subtab.

   A list of available conditions appears.

3. Choose how you want to access the condition.

   • If you want to edit the rules of an existing condition, click Edit beside the condition. Click the subtab for the rule that you need to update.

   • If you want to create a new condition with a new rule, click + Create new Condition….

   The New Condition form appears.

4. If you created a new condition, complete all fields for the new condition. See Creating a Condition.

5. On the appropriate rule tab, complete the required information for the rule parameters you need. For more information, see Rule Parameters in WFM.

6. If you need to create more rules, click +New rule…, then complete the required parameters.

7. After you’re done adding rules, click Save.

General Notices