Report Enhancements: Group Service Business Rules Added

Reports > Business Rules Reports > Business Rules Settings Report

  • The Account Type filter now includes Group Service in the drop-down menu

  • New column called Account Type has been added

Reports > Business Rules Reports > Business Rules Result Report

  • New filters added:

    • Account Type (hourly, client transportation, group service, FI Mode Only type: vendor)

    • Entry Type (punch, attendance, FI Mode Only types: vendor payment, employer reimbursement, bonus payment, accrued time off)

  • New columns added:

    • Account Type - The account type associated with the service code

    • Entry Type - The entry type that triggered the business rule

Resource:


Super User Business Rule Override

A new instance-level setting is now available that allows super users to override the phase 1 business rule Timely Filing Punch Entry per service code via web portal punch entry and import. Please Submit a DCI Support Ticket to enable.

When editing the phase 1 Timely Filing Punch Entry business rule, when the rule is enabled, the fields Allow Override and Parameter 1 are editable.

  • When the Allow Override field is selected, super users can override failure of this business rule, and the radio buttons for the Require Note field can be changed.

  • When Yes is selected on the Require Note field, super users are required to enter a note when overriding failure of this business rule.

Allow Override and Require Note have been added as columns to the Business Rules tab on the Service Code Details page and to the Business Rules Settings Report.

Override via Web Portal Punch Entry

When a super user creates a punch from the Employee Details page, the Client Details page, or the Service Account Details page that violates the business rule, they receive an alert. If an override note is required, it includes a field for the user to enter the note. When the Confirm button is clicked and the punch is added, the Events tab on the punch entry detail page records an event called “Business Rule Override”. The Business Rules tab shows a Timely Filing Employees Punch Entry failure. If an Override Note was entered, it displays on the Notes tab.

Override via Import

When uploading the file on the Employee Entries import, users check the box to Override Business Rules. Once checked, the Override Note field becomes available. If required, a note must be entered to save. All punches created by the import will have the same override note saved. The note is visible on the Punch Entry Details page on the Notes tab.

Users receive a confirmation alert showing the number of items to be imported and stating that the override will be applied for all entries in the file and cannot be undone.

The import Events tab records the new event “Import was started with business rule override applied”, previously called “Import Started.” The downloaded import Results file includes the Import Reason on successful rows.

The Events tab for the punch entry records the event called “Business Rule Override”. Individual entries record a business rule failure event; however, the import results file displays a business rule failure with override enabled.

Resources:

Database Schema