Rule Sets for Overtime and Premium Pay
How rule sets turn scheduled time into states such as Overtime or Holiday, which kinds of rule exist, and how to attach rule sets to resource types and individual resources.
A rule set is a named bundle of rules that decides which state a resource is in at any point in its schedule. States such as Normal, Overtime and Double time are what the rate card prices, so rule sets are how overtime and premium pay get applied without anyone doing the math by hand.
How Rule Sets Work
A resource is scheduled in blocks of time. While it sits in a block, it is in the base state for that block type, and the rate card prices that state. A rule watches the schedule and, when its condition is met, moves the time it covers into a different state. The rate card then prices that time at the new state's rate.
A rule set holds any number of rules. Rules evaluate independently, so states from different rules can apply at once, for example a meal penalty and overtime. Within a single rule, a higher threshold replaces a lower one, so double time replaces overtime.
Kinds of Rule
Every rule has a Condition type.
| Condition type | What it watches | Example |
|---|---|---|
| Block duration | Time accumulated in a chosen block type | After 10 hours of work blocks, the resource is in Overtime. After 12, Double time. |
| Time since clearance | Time elapsed since the last clearance | Less than 10 hours between shifts triggers a turnaround state. |
| Time of day window | A window of the clock, on the days the rule selects | 22:00 to 06:00 is Night premium. |
Block duration and Time since clearance rules use thresholds: you set how much time counts and which state to enter when it is crossed. A Time of day window rule has no threshold. Any scheduled time inside the window, on a matching day, takes the rule's Resulting state. For holidays and weekends, see Holiday and Weekend Premium Rules.
Create a Rule Set
Open rule sets
In an event, open the event's resource settings and go to Rule sets. At the organization level, open the resource database and go to Rule sets.
Add the set
Add rules
Make sure the states a rule uses exist first. Resource states are managed under States in the same resource settings.
Attach Rule Sets to Resources
A rule set does nothing until it is attached. A resource type that has no rule sets never moves into rule-driven states.
- Default rule sets on a type. Set Default rule sets on the resource type. Every resource of that type follows them. One set can be the default for many types, so a single "Standard Labor Rules" set can serve Rigger, Lead and A2 without copies.
- Override on one resource. A resource's Rule sets card can override the inherited sets. When the resource has its own sets, they replace the type's defaults for that resource. With none of its own, the resource inherits the type's.
Roles that need different rates or different rules should be separate resource types, each with its own rate card. See Rate Cards.