Add/Edit Rule Sets

Rule Sets control every aspect of how employees at your company use RosterApps. Rule sets determine which items employees can edit and/or view, and which functions are available to them. 

RosterApps has six different types of rule sets:

• Shift Rule Set: Controls how and when employees can trade away and/or receive shifts.
• Paid Time Off Rule Set: Controls how and when employees can request paid time off (PTO).
• UTO Rule Set: Controls how and when employees can request unpaid time off (UTO). 
• VTO Slot Rule Set: Controls how and when users can create and claim voluntary time off (VTO) slots.
• Security Rule Set: Controls access to certain features of RosterApps.
• Rounding Rule Set: Controls how a Time and Attendance system interacts with RosterApps.
• Dependability Rule Set: Controls how and when employees receive infractions and are assigned disciplinary actions.
• Overlap Rule Set: Controls how the Time & Attendance system within RosterApps handles certain overlapping classification rules. 

To create a new rule set:

1. Click on the Rule Sets tab.
2. Find the section for the type of rule set you would like to create.
3. Each rule set type has a table with a blue Name header that lists any existing rule sets of that type. Directly above the table is a blue text link Create New [Rule Set type] Rule Set. Click this text link.
4. Establish settings in the rule set by completing the fields and checking boxes on the New [Type] Rule Set page. This user guide explains the rules in each rule set type in detail below.
5. Click the blue Add button at the bottom of the page to save your changes or click the blue Cancel button to cancel.

To edit a rule set:

1. Click on the Rule Sets tab.
2. Find the section for the type of rule set you would like to edit.
3. Each rule set type has a table with a blue Name header that lists any existing rule sets of that type. Each rule set in the list has a blue Edit text link beside it. Click the Edit text link of the rule set you want to edit.
4. Edit any rules in the rule set by completing the fields and checking/un-checking boxes on the Edit [Rule Set Name] page. This user guide explains the rules in each rule set type in detail below. 
5. Click the blue Update button at the bottom of the page to save your changes or click the blue Cancel button to cancel.

Some rules have blue + buttons beside them, as in the image below:

You can click on this button to add any includes to the rule. Includes are shift hours other than regular shift hours (shifts with PTO or absences, for example) for RosterApps to include when making calculations pertaining to the specified rule.

To add includes:

1. Click on the blue + button to expand the box:
2. Use the drop-down menus to choose the type of shifts to include and whether to use shift hours or charged hours for calculations.
   • Use the Choose Type drop-down menu to select the type of shift to include (Accrual Account, PTO Reason, or Absent Reason).
   • Use the Choose Type Item drop-down menu to select the type item to include. When you select a type of shift in the Choose Type drop-down menu, RosterApps populates the Choose Type Item drop-down menu with items in that type’s category. For example, if you select PTO Reason in the Choose Type drop-down menu, RosterApps lists all of the PTO reasons available in the Choose Type Item drop-down menu.
   • Use the Choose Hours to Use drop-down menu to select whether to use shift hours or charged hours for the include.
3. Click the Add Include button. The include appears in the table below the drop-down menus, as in the image below:
   
4. Add as many includes as you would like for the rule.
5. If you want to delete an include, click the red X button beside it in the table.
6. To collapse the include box, click the blue – button.