This quick reference will outline the business rule name, descriptions, phases, and parameters.

Roles Required: Superuser

Permissions Required: Funding Source Admin


Business Rule Name

Description

Phase

Parameters Required

Profile Certification Expired

Restrict adding a punch if a required employee profile certification has expired

1

None

Certification Lapsed

Restrict adding a punch if a required employee profile certification has lapsed

2

None

Authorization Remaining Balance

Restrict or warn that the punch exceeds the authorization remaining balance

1

Mode 1 or 2

Timely Filing Employees Punch Entry

Restrict how many days after the date of service a punch can be entered

1

Number of Days

No Valid Pay Rate Punch Entry

Restrict adding a punch for a date of service where no pay rate is defined

1

None

Client Discharge Punch Entry Business Rule

Restrict adding a punch for a date of service beyond the client’s discharge date

1

None

Employee Service Account Start Date Punch Entry

Restrict adding a punch for a date prior to the start date of the employee service account

1

None

Employee Service Account End Date Punch Entry

Restrict adding a punch for a date beyond the end date of the employee service account

1

None

Employee Hire Date Punch Entry

Restrict adding a punch for a date prior to the employee hire date

1

None

Employee Termination Date Punch Entry

Restrict adding a punch for a date beyond the employee termination date

1

None

Authorization Daily Max

Restrict or warn that the punch violates the daily max setting for the authorization

1

Mode 1 or 2

Max Hours Per Week Per Client for Unrelated Employees

This punch, plus existing punches in the system, violate the weekly max allowed hours per client for this funding source. Please reduce the hours you are attempting to punch or contact your supervisor

2

Number of hours

Max Hours Per Week Per Client for Kinship Employees

This punch, plus existing punches in the system, violate the weekly max allowed hours per client for this funding source. Please reduce the hours you are attempting to punch or contact your supervisor

2

Number of hours

Max Hours Per Week Per Client for Live-in Caregiver Employees

This punch, plus existing punches in the system, violate the weekly max allowed hours per client for this funding source. Please reduce the hours you are attempting to punch or contact your supervisor

2

Number of hours

Max Bonus Amount Business Rule

Punch unable to be saved because amount is greater than maximum allowed

1

Max Bonus Amount (Decimal)

Authorization Weekly Max

Restrict or warn that the punch violates the weekly max setting for the authorization

2

Mode 1 or 2

Authorization Monthly Max

Restrict or warn that the punch violates the month max setting for the authorization

2

Mode 1 or 2

Date Exclusive

Restrict adding a punch for the same service date as an existing punch for the service code specified in the parameters

1

Service Code ID (up to two service codes)

Date Exclusive - Service Code Group

Restrict adding a punch for the same service date as an existing punch for the service codes specified in the parameters

1

Service Code Group ID (use for more than two service codes)

Exclusive Pay Rate Business Rule

Restrict adding a punch for the same service date as an existing punch with a different pay rate

1

None

Accrued Time Entry Business Rule

The purpose is to provide the ability to confirm if the employee submitting an accrued time entry has enough balance to cover their request

1

None

Authorization Weekly Max

Threshold Alert

The purpose is to check to see if the punch exceeds a designated utilization threshold percentage for the Authorization Weekly Max and then will send alerts. This is for alerting purposes only and should not stop a punch from being approved.

3

Parameter 1 – percentage of threshold as an integer

Parmenter 2 – Mode 1 or 2

Authorization Monthly Max

Threshold Alert

The purpose is to check to see if the punch exceeds a designated utilization threshold percentage for the Authorization Monthly Max and then will send alerts. This is for alerting purposes only and should not stop a punch from being approved.

3

Parameter 1 – percentage of threshold as an integer

Parmenter 2 – Mode 1 or 2

Authorization Remaining Balance

Threshold Alert

The purpose is to check to see if the punch exceeds a designated utilization threshold percentage for the Authorization Remaining Balance and then will send alerts. This is for alerting purposes only and should not stop a punch from being approved.

 3

Parameter 1 – percentage of threshold as an integer

Parmenter 2 – Mode 1 or 2

Reason Code Monthly Max Alert

The purpose is to check if a user is nearing or has exceeded the allowed number of uses of a particular reason code within the current month

3

Mode 1 or 2

Duplicate/Overlapping Employee Punch

Allow a punch that duplicates/overlaps an existing punch for the same employee the service code specified in the parameters

1

Service Code ID (up to two service codes)

Duplicate/Overlapping Employee Punch - Service Code Group

Allow a punch that duplicates/overlaps an existing punch for the same employee for the service codes specified in the parameters

1

Service Code Group ID (use for more than two service codes)

Duplicate/Overlapping Client Punch

Restrict adding a punch that duplicate/overlaps an existing punch for the same client. If enabled, you can allow duplicate/overlapping punches for service codes specified in the parameters

3

Service Code ID (up to two service codes)

Duplicate/Overlapping Client Punch - Service Code Group

Restrict adding a punch that duplicate/overlaps an existing punch for the same client. If enabled, you can allow duplicate/overlapping punches for service codes specified in the parameters

3

Service Code Group ID (use for more than two service codes)

Max Hours Per Day Per Employee Per Funding Source

Restrict a punch that exceeds the maximum hours allowed for an employee per day per funding source as specified in the parameters

2

Number of hours

Max Hours Per Day Per Employee Per Client Per Funding Source

The purpose of this business rule is to validate that an employee has not violated the max allowed hours per day for a specific client under a funding source

2


Number of hours

Max Hours Per Week Per Employee Per Funding Source

Restrict a punch that exceeds the maximum hours allowed for an employee per week per funding source as specified in the parameters

2

Number of hours

Max Hours Per Week Per Employee Per Cost Center

Restrict a punch that exceeds the maximum hours allowed for an employee per week per cost center as specified in the parameters

2

Number of hours

Max Hours Per Day Per Client Per Funding Source

The purpose is to validate that a client has not violated the max allowed hours per day for a specific funding source

2


Number of hours

Max Hours Per Week Per Client Per Funding Sources

Restrict a punch that exceeds the maximum hours allowed for a client per week per funding source as specified in the parameters

2

Number of hours

Max Hours Per Day Per Employee Per Cost Center

Punch exceeds the maximum hours per week for the employee for the cost center

2


Number of hours

Max Hours Per Week Per Employee

The purpose is to validate employees do not exceed max weekly hours allowed as configured on their employee profile for pay week

2


Number of hours

Max Hours Per Week Per Client for Unrelated Employees (FI Only)

Restrict a punch that exceeds the maximum hours allowed for a client per week for unrelated employees as specified in the parameters

2

Number of hours

Max Hours Per Week Per Client for Kinship Employees (FI Only)

Restrict a punch that exceeds the maximum hours allowed for a client per week for kinship employees as specified in the parameters

2

Number of hours

Max Hours Per Week Per Client for Live-In Caregiver Employees (FI Only)

Restrict a punch that exceeds the maximum hours allowed for a client per week for live-in caregiver employees as specified in the parameters

2

Number of hours

Travel Time Bookend Validation

The purpose of this rule is to check that the entry is surrounded by a valid hourly service punch by this employee for this client within designated threshold prior to and after this entry

3

Mode 1 or 2

Entries Require Free Text Note

If yes, users will be required to enter a free text note when making a punch for this service code

3

Mode 1 or 2

Authorization Expiration Date

The purpose is to validate that the date this punch is being created is not beyond the authorization expiration date

1

Mode 1 or 2

Max Hours Per Year Per Employee Per Client Per Service Code

The purpose is to validate that an employee has not exceeded the maximum allowed hours for a client per year under a specific service code

2

Number of hours