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
- From Home page
(Apps and Settings) go to Administration app
.
- In Settings>Engage> Cut Off Rules click on the Create Rule button.
- Type a Rule Name for your rule.
Define the Actions employees can perform once the conditions are met.
- Request Type: In this category, you can choose from the drop-down menu among options (Leave Request, Leave Cancellation, Volunteering).
- 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.
- Opportunity: This field appears only when Volunteering Request Type is selected.
- 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.
- 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.
- 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.