Types of Rules
WFM offers a highly customizable rule system for setting up your conditions. This allows conditions to be triggered by a wide variety of parameters.
When creating a new rule, you will see the following form:
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The day selector allows you to configure which days the condition will trigger on. You can select/deselect individual days on the left-hand side, or select Weekends/Weekdays on the right-hand side. You can also choose whether the condition applies exclusively on public holidays.
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You can set whether the condition is only triggered between particular hours of the day e.g. only between 7:00pm and 12:00am.
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You can set a condition to only trigger if a certain number of hours have been met within a desired period. Here you can select if this is based on hours worked during the shift, day, week, fortnight, four-weekly period, or time worked since last break.
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This allows you to trigger the condition based on a particular type of hours being worked (e.g. Allowance or Penalty, Regular Rate, Penalty Rate or Overtime Rate conditions).
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This allows you to trigger the condition based on specific conditions being worked. Any conditions that you've already created and is being used by a classification can be selected here. Example: Trigger a condition if more than 2 hours of "Overtime" has been worked.
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This allows you to trigger a condition based on what time a shift starts or finishes.
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This allows you to trigger a condition based on if any hours fall outside of scheduled hours. This rule will check all locations and jobs that a person works for overlapping shifts.
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This allows you to trigger a condition based on split shifts with breaks of a specific length. Example: Trigger a condition after a break of at least 1 hour is worked until a second break of at least 2 hours is worked after.
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This allows conditions to be triggered on any day where there has not been a minimum break since the previous day's shift.
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This allows conditions to be triggered based on how many days an employee has worked this week, or in the previous week.
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This allows conditions to be triggered 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. Example: Trigger if the spread of hours worked in a day exceeds 4 hours.
Please note that it is not required that all rule fields are filled in to complete a rule. Some rules can be as simple as "For the period between 9am and 5pm".
Once you've finished setting rules on a condition, you can select Save to complete the condition, and then check that the condition will apply as expected by reading the description of the new condition:
