Summary

The following example explains how to set up a schedule rule that runs every Monday to import clock data for Friday, Saturday and Sunday. The rule processes this data, and then processes the actual pay.

Create a Schedule Rules record

1. Navigate to Scheduling | Schedule Rules.
2. Press Insert to add a new Schedule Rule record.
3. Enter a relevant Code and Description. For example:

   Code: 'CLOCK FSS'

   Description: 'Clock Import Fri, Sat, Sun'.

4. Click Save.
5. Click Edit.

Now you need to create the Qualifying Clause.

Creating a Qualifying Clause

1. On the Qualifying Clauses tab, click Yes.
2. Press Enter to open the Fields list.
3. Double-click Day of week.

   The Operators list appears.

4. Double-click is equal to.

   The Days of the week list appears.

5. Double-click Monday.

Now you need to create the Action Clauses.

Creating Actions Clauses

Click the Action Clauses tab.

Create the first clause:

1. Click None on the Action Clauses tab.
2. Press Enter to see the Fields list.
3. Double-click Import clock data.

Create the second clause:

1. Press Insert.

   A boolean link and... appears.

2. Press Enter to see the Fields list.
3. Double-click Process clock data.

   The Process clock data | Details tab appears.

4. In the To field, type -1.

   PayGlobal will process all clock data for the period up to, and including the previous day (Sunday).

5. Click OK.

Create the third clause:

1. Press Insert.

   A boolean link and... appears.

2. Press Enter to see the Fields list.
3. Double-click Process actual pay.

   The Process actual pay | Details tab appears.

4. Complete the following fields:

   Field	Data
   From	-3
   To	-1
   PayGlobal will process the actual pay for the previous three days (Friday, Saturday, and Sunday).
   Pay Period	Weekly (employees in this example are paid weekly).
   Type	Standard.
   Process	All Transactions.
   Detailed log	No

   Click OK.

   You have completed setting up the action clauses.

5. Click Save + Close.

Now you need to add this schedule rule to a Scheduler record.

Set up a Scheduler

You want the T&A Scheduler to run every day at 3:00am from tomorrow.

1. Navigate to Scheduling | Schedulers.
2. Press Insert to add a new Scheduler record.

   The Add Schedulers | Details tab page appears.

3. Enter a relevant Code and Description. For example, Code: T&A.CLOCKS and Description: T&A Clock Processing.
4. In the Start running date field, select tomorrow’s date.
5. In the Start running time field, select 03:00.
6. In the Run schedule every fields, type 1 and select Days.
7. In the Login as field, select the user profile created for Schedule Server.
8. Click Save.

Schedule Rules tab

You set up a schedule rule for T&A, and now you will add it to the T&A Clock Processing Scheduler.

1. Click the Schedule Rules tab.

   This tab page displays the schedule rules that will be actioned when a Schedule is run. Use schedule rules to instruct PayGlobal to perform tasks such as running reports at a certain time, or performing work such as processing a pay.

2. Click Edit.
3. Press Insert.

   The Select Schedule Rules window appears.

4. Click the checkboxes for the schedule rule that you want to attach.
5. Click OK.
6. Click Save.

   You have attached the schedule rule to the T&A Clock Processing Schedule.

   Note: If you attach multiple schedule rules to a Scheduler, then use ranking to specify the order in which the schedule rules will be run. See Schedulers - Schedule Rules.

7. Click Close to return to the Schedulers Grid.