A business rule is a system-wide preference. Use business rules to customize standard procedures and requirements that affect all users.

Because business rules can make fundamental changes to how Payroll works, the system administrator must define business rules only after careful consideration.

You define business rules on the Business Rules page in Configuration.

Note: Shared modules may have options which affect the other modules
 

  • General Business Rules
    • Refer to Supervisor as [ ]
      With this business rule, you can change the field label Supervisor, which appears as a field on various Payroll records, to the term your organization uses to describe this role. For example, you could change the name of the field from Supervisor to Manager.
  • Employee Attendance Plans Business Rules
    • Balance checking for attendance
      With this business rule, you can allow recorded attendance to exceed the attendance type balance, warn when recorded attendance will exceed the balance, or never allow recorded attendance to exceed the balance. If you select to warn or never allow the recorded attendance to exceed the balance, when you attempt to record attendance that exceeds the balance, a warning message appears from which you can view the attendance summaries for the affected employees.
    • Track attendance by [ ]
      With this business rule, you can select to track attendance by days or hours. If you select Days, the hours per day are defined by the employee's default schedule.
      If you later change this setting, attendance summary information and attendance records update so that time quantities are expressed either in days or hours.
  • Employee Events Business Rules
    • Update the employee's current status when adding these events
      Mark the checkboxes for the events you want to update an employee's status for as part of the event. When you add one of these events, a message screen appears on which you can select the new status.
  • Employee General Business Rules
    • If an employee has more than one hire event, calculate tenure based on the employee's [ ]
      With this business rule, select to use the employee's original hire date or most recent hire date for calculating tenure.
    • Allow full time equivalency to be greater than 1.0
      With this business rule, you can select whether to allow full time equivalency to be greater than 1.0. You can select Always, Never, or Ask. This option is helpful if you have employees who routinely work overtime.
    • Allow employee to be saved without all information required to create a calculation for the employee
      With this business rule, you can select whether to allow an employee record to be saved without information added to all required fields. You can select Always, Never, or Ask.
    • Allow pay types, benefits, and deductions distributions to cause invalid combinations with employee default distribution when assigned
      With this business rule, you can select whether to allow invalid distribution combinations when assigning the default distribution on the employee record. You can select Always, Never, or Ask. If your organization typically uses timesheets, you should set this rule to Always and then change the invalid combinations on the timesheet.
    • When an employee is added to department(s), overwrite the employee's default distribution with the department's distribution
      With this business rule, you can select whether to replace an employee's default distribution with that of the department to which he or she is assigned. You can select Never or Ask each time.
    • Automatically generate Employee IDs starting with [ ]
      With this business rule marked, Payroll automatically generates new employee ID numbers when you add employees to the database. You also designate the first number to use when creating employee ID numbers.
    • Employee IDs are [ ] characters long
      If you automatically generate IDs, designate the number of characters to use when creating new employee ID numbers.
    • Prevent entry in the Employee ID field
      With this business rule, you can lock employee ID numbers so they cannot be edited. This feature prevents missing or duplicate employee IDs.
    • Duplicate Employee Criteria
      In this grid, you select specific employee record fields to use as criteria when searching for duplicate employees. The duplicate search is useful for preventing users from entering duplicate employees.
    • Automatically check for duplicate employees
      With this business rule marked, Payroll automatically searches for duplicates when you save a new employee. With this rule, you also determine how to handle found duplicates you set the program to give a warning when a duplicate exists, or disallow duplicate employees.
      If you do not mark this rule you can still check for duplicate employees using the duplicate employee criteria selected in the grid. To do this, on the menu bar of an open employee record, select Employee, Duplicate Search.
  • Tax Configuration Business Rules
    • Hide the FUTA tab in Configuration, federal tax tables
      If your organization is 501c(3) and exempt from FUTA tax, you can mark this business rule to hide the FUTA tab on the federal tax record.
  • Time and Attendance Business Rules
    • Allow approved time and attendance batches to be deleted
      Mark this business rule to allow time and attendance batches with a status of approved to be deleted.
    • In addition to hourly pay types, also enable entries for [ ]
      Mark Paying/Recording attendance to enable the Step: 2 Attendance Entry Options tab on the Time and Attendance Batch screen. With this business rule marked, you can also select attendance codes for paying attendance on the Step: 1 Time Entry options tab.
      Mark Paying piece rates to allow the selection of piece rate pay types on the Step: 1 Time Entry tab of the Time and Attendance Batch screen. If this business rule is unmarked and you mark Provide a row for each employee's assigned pay types on the Step: 1 Time Entry tab, rows are not added for any piece rate pay types assigned to employees.
    • Show entries in the hours/units columns with [ ] decimal places
      With this business rule, you can select the number of decimal places to use for hours or hour/units columns on the Time and Attendance Batch screen.
  • Calculations Business Rules
    • Allow unapproved timesheets to be included in calculations
      With this business rule, you can select to always or never allow unapproved timesheets to be included in calculations.
    • Allow new calculations for employees with an inactive status
      With this business rule, you can select to always or never allow new calculations for employees with an inactive status.
    • Allow changes to employee compensation settings in calculations to be made permanent?
      With this business rule, if you edit compensation settings for an employee during calculations, you have the option of making the changes permanent and updating the employee record. Select Never to never allow the changes to be made permanent. Select Ask each time for a message to appear each time the situation arises. You can select on the message screen whether to make the changes permanent or not.
  • Payments Business Rules
    • Wrap long payee names
      With this business rule marked, long payee names that do not fit on one line wrap to the next line. If you mark this option and a payee name wraps to the next line, you can enter only three address lines for that payee: two for the street address and one for the city, state, and ZIP Code.
    • Allow check printing to be restarted
      With this business rule marked, you can reprint checks that did not print correctly, or you can restart a check run from the Print payroll checks and EFT notices processes.
    • Allow reversal post status to be edited on voided checks
      With this business rule marked, you can change the reversal post status of voided checks.
    • Exclude Do not post as a post status
      With this business rule marked, the post status defaults to Not yet posted. This feature ensures that all payment debit and credit distributions post to the general ledger.