System | Rules : General

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

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šŸ” RELATED ARTICLES

System | Organisation Settings


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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.

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2) General rules (Organisation level)

General rules at the OrganisationĀ  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 Edit /Ā SaveĀ to change the value for the rule.

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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. ClickĀ EditĀ /Ā SaveĀ to change the value of the rule for this user only.
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