The Rule Set engine is the primary power of the ClockOn system. It allows you to automate the portion of the payroll process where you would normally need to convert your employee worked hours into items such as Normal Overtime and Penalty hours also allows for a quick way to determine the following for the group of employees that it has been assigned to;
- Setup automated timesheet rounding
- Indicate how you would like the system should treat timesheet scenarios, such as overtime, penalty, and loadings.
- Leave accrual rates
- Super percentages and thresholding
For information on how to set up these elements of the
Adding Rule Sets
To open the Rule Set screen, use the Setup > Rule Sets option.
This will list the rule sets that are already listed within your system
To add a new item to this list, click the "Add Rule set" button.
This will create a blank rule set with its default settings, this can then be worked through to set it up as per your business requirement. for more information regarding the options available for the ruleset settings, refer to the Rule Set Options section of this guide.
Alternatively, you can use the duplicate option. To do this identify the rule set that you wish to make a copy of and click the corresponding Options button. This will produce a drop-down list, select the Duplicate option.
Linking Rule Sets to Employees
It is a requirement for each employee in ClockOn to be linked to a rule set at the point of them being added to the system and you will be prompted with this
You can also change the linked ruleset directly from the Employee's profile screen from the Pay tab
Rule Set Options
As there are a lot of available options within the rule set screen, they have been split into particular categories, please see the articles below for more information.
- Rule Set - General Settings
Focuses on the basic settings, the conversion rules for timesheets to costing records (timesheet rounding) as well as rules that govern the clocking of breaks in the system.
- Rule Set - Overtime Configuration
Allows for the entry of rules for when the system will automate the conversion of timesheet costings to the specified overtime loaded rates.
- Rule Set - Penalties and Loadings
Allows for the entry of rules for when the system will automate the conversion of timesheet costings to the specified penalty or loaded rates.
- Rule Set - Leave Configuration
Allows for the entry of rules that govern the rate of accrual as well as the payment options for the leave.
- Rule Sets - Super Configuration
Allows for options for setting the super options in the system, this includes items such as the percentage of SGC the employees will receive as well as when the system should refrain from calculating super due to threshold rules.