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How to: Configure conditions: On specific date

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Alan McCabe (from Roubler)
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In this article in The Rules Series, we show how to configure the rules engine to use the On specific date condition.

How the On specific date condition works

Overview

The On specific date condition matches the portion of timesheets that fall on a given day of the year.

The way in which we match the time depends on the Match type configuration.

This condition is useful if certain days of the year (particularly public holidays) attract additional penalty or allowances. In Australia, employees working on the morning of ANZAC Day (25 April) or Christmas Eve after 6pm (24 December) might be two examples where this condition may combine with another condition (like Between certain times) to create the desired conditions for an additional allowance or payment

Configuration options

Name

Description

Data Type

Example value

Date

This is the day of the month to match on in combination with the month.

Number

0 - 31

Month

This is the month of the year to match on in combination with the date.

One option

January - December

Match type

This specifies how to match whether the shift falls on the given day.

One option

Portion
Starts on
Ends on
Majority

Match types

Match type

Description

Portion (default)

The portion match type will match the portion of the shift that falls on the given day.

An overnight shift or timesheet will only match the portion of the shift that falls on the day, the remainder of the shift will not be matched.

Starts on

The starts on match type will match the shift that starts on the given day.

An overnight shift or timesheet will match the entire shift or timesheet if it starts on one of the given day, regardless of when the shift ended.

Ends on

The ends on match type will match the shift that ends on the given day.

An overnight shift or timesheet will match the entire shift or timesheet if it ends on one of the given day, regardless of when the shift started.

Majority

The majority match type will match the shift that ends on the given day.

An overnight shift or timesheet will match the entire shift or timesheet if the majority of time in the shift is on one of the given day, regardless of when the shift started or ended.

Some examples

Portion

In this example, we have special pay conditions for employees working on Christmas Day (25 December) and Boxing Day (26 December).

The employee works shifts on:

  1. Commencing the evening of 24th December that continues into the morning of 25th December

  2. Commencing the evening of 25th December that continues into the morning of 26th December

  3. Commencing the evening of 26th December that continues into the morning of 27th December

In this case the employee is paid:

  1. Commencing the evening of 24th December that continues into the morning of 25th December

    1. Ordinary hours for the portion of shift worked on 24th December

    2. Ordinary hours + Christmas Day hours for the portion worked on 25th December

  2. Commencing the evening of 25th December that continues into the morning of 26th December

    1. Ordinary hours + Christmas Day hours for the portion of shift worked on 25th December

    2. Ordinary hours + Boxing Day hours for the portion worked on 26th December

  3. Commencing the evening of 26th December that continues into the morning of 27th December

    1. Ordinary hours + Boxing Day hours for the portion of shift worked on 26th December

    2. Ordinary hours hours for the portion worked on 27th December

 

 

 

Starts on

In this example, we have special pay conditions for employees working on Christmas Day (25 December) and Boxing Day (26 December).

The employee works shifts on:

  1. Commencing the evening of 24th December that continues into the morning of 25th December

  2. Commencing the evening of 25th December that continues into the morning of 26th December

  3. Commencing the evening of 26th December that continues into the morning of 27th December

In this case the employee is paid:

  1. Commencing the evening of 24th December that continues into the morning of 25th December

    1. Ordinary hours

  2. Commencing the evening of 25th December that continues into the morning of 26th December

    1. Ordinary hours + Christmas Day hours

  3. Commencing the evening of 26th December that continues into the morning of 27th December

    1. Ordinary hours + Boxing Day hours

 

 

 

Ends on

In this example, we have special pay conditions for employees working on Christmas Day (25 December) and Boxing Day (26 December).

The employee works shifts on:

  1. Commencing the evening of 24th December that continues into the morning of 25th December

  2. Commencing the evening of 25th December that continues into the morning of 26th December

  3. Commencing the evening of 26th December that continues into the morning of 27th December

In this case the employee is paid:

  1. Commencing the evening of 24th December that continues into the morning of 25th December

    1. Ordinary hours + Christmas Day hours

  2. Commencing the evening of 25th December that continues into the morning of 26th December

    1. Ordinary hours + Boxing Day hours

  3. Commencing the evening of 26th December that continues into the morning of 27th December

    1. Ordinary hours only

 

 

 

Majority

In this example, we have special pay conditions for employees working on Christmas Day (25 December) and Boxing Day (26 December).

The employee works shifts on:

  1. Commencing the evening of 24th December that continues into the morning of 25th December

  2. Commencing the evening of 25th December that continues into the morning of 26th December

  3. Commencing the evening of 26th December that continues into the morning of 27th December

In this case the employee is paid:

  1. Commencing the evening of 24th December that continues into the morning of 25th December

    1. Ordinary hours (the majority of the shift falls on 24th December)

  2. Commencing the evening of 25th December that continues into the morning of 26th December

    1. Ordinary hours + Christmas Day hours (the majority of the shift falls on 25th December)

  3. Commencing the evening of 26th December that continues into the morning of 27th December

    1. Ordinary hours + Boxing Day hours (the majority of the shift falls on 26th December)

 

 

 

Instructions

  1. Create a Pay Rule and Pay Rule Version. (see: How to: Create a new Global Pay Rule, and How to: Create a new Global Pay Rule Version for examples)

  2. Navigate to edit the pay rule version, and expand the Rules

  3. In the conditions section, select On specific date

  4. Configure the Date for this condition

  5. Configure the Month for this condition

  6. Configure the Match type for this condition

  7. Configure the action you want to take for this condition.

  8. Save your pay rule version.

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