This can be done in one of two ways, depending on the number of Employees you wish to assign the Weekly Rule to. This guide will look at:
- Assigning a Weekly Rule to an individual
- Assigning a Weekly Rule to a Group
Assigning a Weekly Rule to an individual
- Select ‘Employees’ from the Menu Bar.
- Select the required Employee from the Employees’ Tree.
- Select the ‘Rules’ tab in the Employee Form.
- In the ‘Weekly Rule’ section, select ‘Rule’ and choose the required Weekly Rule from the drop-down menu.
- Save.
Assigning a Weekly Rule to a Group
This is done via ‘Group Actions’, a time-saving feature that allows you to make bulk changes to Employee Records.
- Select ‘Employees’ from the Menu Bar.
- Right-click on the required ‘Group’ from the Employee Tree.
- Select ‘Group Actions’ - a pop-up box will appear.
- By ticking ‘Primary Group Only’, any changes made will only affect the Primary Group members.
- If assigning the Weekly Rule to more than one Group, tick all the appropriate Groups. The Group you initially selected should already be ticked.
- In ‘Set Field’, select ‘Weekly Rule’ from the drop-down menu.
- In ‘New Value’, select the required Weekly Rule from the drop-down menu.
- Select ‘Apply’.
- A warning message will appear, showing the changes that are about to be made. Select ‘OK’ if you wish to proceed.
- A ‘Success’ message will appear. Select ‘OK’.
- The Group Actions box remains open, in case you wish to make any further changes. Once done, select ‘Cancel’.
Additional information
If you need to refer to a Weekly Rule or make edits prior to assigning, they can be found in the Rules Tree by selecting ‘Rules’ from the Menu Bar.