System | Rules : General

1) Overview
2) General rules (Organisation level)
3) General Rules (User level)

 


🔍 RELATED ARTICLES

System | Organisation Settings


 

1) Overview

General rules in Easy Employer allow you to set rules across the whole organisation. These rules can be overridden for an individual employee.

 

2) General rules (Organisation level)

General rules at the Organisation  level, are applied to all employees except those that have been selected for overridden rules.

  1. Click Organisation.
    navbar_org.png
  2. Click Settings.
    org_sett.png
  3. Click Rules on the sidebar.
  4. General Rules show by default.
    org_sett_ruls_gen-ruls.png
  5. Set the default values for all employees (except for those that have overriding values - see Employee Specific Roster Rules below).
  6. Hover over the help icon for a description of the rule.
  7. Click EditSave to change the value for the rule.

 

3) General Rules (User level)

Rules can be overridden for employees who require custom rules.

  1. Click Organisation.
    navbar_org.png
  2. Click Users.
    org_users.png
  3. Select the user (for this example"Jake Barrell" has been selected).
    users_user.png
  4. Click Rules on the sidebar.
  5. General Rules show by default.
    org_usrs_usr_ruls_gen-ruls.png
  6. Click Edit / Save to change the value of the rule for this user only.
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