Add Rules to Entitlements

Add at least one rule to each ruleset in the entitlement policy to describe how employees earn an amount of the entitlement’s balance. If balances are deducted or paid out on the rollover recurrence, you need to add at least one additional rule to control that.

Before You Begin: This topic describes the general steps to add rules to a ruleset. For more information about how to configure each rule, see Entitlement Rules and Qualifiers.

To add a rule to a ruleset: 

1. Go to Pay Setup > Entitlements and click the Entitlements tab.
2. Select an entitlement. A slide-out panel opens.
3. In the Rules and Qualifiers section, select the ruleset you want to add a rule to:
4. 
4. Click the add icon () and then click Rule.
5. Enter a name and, optionally, a description for the rule.
6. Select the Use Rollover Recurrence checkbox to enable the rule to process using a different recurrence period than other rules in the same entitlement policy. This allows you to configure award rules to process more frequently than the period of time covered in the balance or carryover period.
7. Select the Prorate Grant on Rollover Recurrence checkbox if you’re adding the Frequency Grant Accrual Rule or the Frequency Grant Rest Rule to ensure that the grant is prorated correctly.
8. Enter a start date and, optionally, an end date for the rule.
9. In the Type drop-down list, select the rule you want to add.
10. Note: Remember, for employees to earn additional benefits you’ll need to add one rule that increases the balance amount. For example, both the Award Balance Amount Rule and the Prorate Worked Minutes Rule can be used to increase the balance amount.
10. Configure the rule’s settings.
11. Click Save.