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Engage Cut Off Rules

Yioula Chatzichristou
  • Updated

This article provides the readers an insight into how to set up Cut Off Rules for Engage application through the Indeavor web application.

Start Creating a New Rule

  1. From Home page mceclip0.png  (Apps and Settings) go to Administration app mceclip0.png . 
  2. In Settings>Engage> Cut Off Rules click on the Create Rule button. 
  3. Type a Rule Name for your rule. 

Define the Actions employees can perform once the conditions are met. 

  1. Request Type: In this category, you can choose from the drop-down menu among options (Leave Request, Leave Cancellation, Volunteering). 
  2. Leave Type: In this category, you can select among the Leave types (one or more). Leave Types are applicable only when Leave Cancellation Type or Leave Request Type are selected. 
  3. Opportunity: This field appears only when Volunteering Request Type is selected. 
  4. Employee Group: From here, you can select any of the employee groups available (eg. 8 hours employees,12 hours employees).

Define the Conditions (Time Periods) to be met

These are windows of time, either open or closed, within or out of which, employees can request/cancel their Leaves or apply for Volunteering. 

  1.  After  

    Time of Day-The time of day that the request will become available. 

    • It can be set as Explicit Time.
    • It can be set Relative to Shift, as hours and minutes before or after the shift starts.

    Day-The Day the request will become available.

    • It can be set as Relative Period, as Days or Work Days before the requested date.
    • It can be set as Day of the Week, selecting a day from the drop-down menu.

    Evaluation Scale- The amount of time that will become available when request availability changes.

    • Choose between Day, Week, Month, Year. 

  2.  Until

    Time of Day-The time of day that the request will become unavailable. 

    • It can be set as Explicit Time.
    • It can be set Relative to Shift, as hours and minutes before or after the shift starts.

    Day-The Day the request will become unavailable.

    • It can be set as Relative Period, as Days or Work Days before the requested date.
    • It can be set as Day of the Week, selecting a day from the drop-down menu.

    Evaluation Scale- The amount of time that will become unavailable when request availability changes.

    • Choose between Day, Week, Month, Year. 

Once all these settings are defined, click on the Create Rule button.