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WFA_WRULE_TEMP - Define Work Rule Template Sets

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In this IMG activity, you define work rule templates. Work rule templates contain default work rule values. You typically use work rule templates to apply a consistent set of work rules to groups of employees. Location managers must set work rules for each employee at his or her location. Managers can use work rule templates to simplify the assignment of work rules and reduce the time required to enter and maintain work rules.

You have defined default work rules in the IMG activity Define Default Work Rules.

Location managers can choose to use work rule templates while working in the manager's portal on the Employeeand Individual Schedule pages. The editable option gives headquarters control over whether location managers can change work rule values once they select a work rule template.

You must click New Entries on every folder to pre-populate that set of entries with values from the Default Work Rules.

1. Choose New Entries to define a new work rule template definition profile, or select an existing profile to maintain its values.
2. For new entries, enter the Work Rule Set Template ID.
3. Enter the short description the system uses for display purposes.
4. Choose the default work rules you want to associate with this template from the field help list.
5. Select the Special Age indicator if the template can only be assigned to a "special age" employee, such as a minor, that has an age restriction.
6. Specify whether the template is editable.
7. Optionally, enter a long description.
8. Choose the work rule template definition and double-click Work Rule Values.
9. Choose New Entries to pre-populate the work rule values you have configured in the Default Work Rules activity or select an existing profile to maintain its values.
10. Choose the work rule you are adding to the template from field help. You then see the work rule description.
11. Enter the work rule default. You can only have an entry in one of the default value fields for each work rule.

• If the work rule value is numeric, enter the default value for that work rule; otherwise, leave the Default Valuefield blank.

• If the work rule value is a checkbox value, choose the True? indicator to define the default value of this work rule as True(checked). When the field is blank and all other default value fields are blank, the system assumes the work rule is a checkbox value with a default value of False(not checked).

1. Click on the folder Define Period Rules to add period rules to the work rule template.
2. Choose New Entries to pre-populate the period rule values you have configured in the Default Work Rules activity or select an existing profile to maintain its values.
1. Period Rule Value
2. Description
3. Number of Weeks
3. Click on the folder Define Rest Period Rules to add rest period rules to the work rule template.
4. Choose New Entries to pre-populate the rest period rule values you have configured in the Default Work Rules activity or select an existing profile to maintain its values.
1. Rest Period
2. Default Value

1. Save your entries.

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