In this article in The Rules Series, we show how to configure the rules engine to use the Category action.
How the Category action works
The Category action works by allowing matches to be categorised, to then be recalled later for later action.
The name of the category to tag against the matches
Using our example, let’s look at how we can benefit from this action. A common use case might be to combine multiple conditions to a single pay type later on. In this case, we have a definition of ordinary hours that we use later for other conditions. In this case, we incorporate the two conditions at the start of the process, and then pay on those conditions at the very end.
In this example, the employee is paid ordinary hours for their weekday shifts, and paid Saturday hours for their Saturday shift (being part of a separate condition).
Navigate to edit the pay rule version, and expand the Rules
Configure your preferred conditions, then in the Then section, choose the Category action
Configure the category that you want to tag the matches with
Save your pay rule version.