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Description: This quic= k reference will outline the business rule name, descriptions, phases, and = parameters.
*Please note: If Mode 1 or Mode 2 cannot be set in the business rule par= ameters, it is automatically set to Mode 1.
Role Required: Super User
Permission Required: Funding Source Admin
Business Rule Name |
Description |
Phase |
*Parameters Required |
Profile Certification Expired |
Restrict adding a punch if a required employe= e profile certification has expired |
1 |
None |
Certification Lapsed |
Restrict adding a punch if a required employe= e profile certification has lapsed |
2 |
None |
Authorization Remaining Balance |
Restrict or warn that the punch exceeds the a= uthorization remaining balance |
1 |
Mode 1 (hard stop) or 2 (soft stop) |
Timely Filing Employees Punch Entry |
Restrict how many days after the date of serv= ice a punch can be entered |
1 |
Number of Days |
Timely Filing Employee Punch Approval |
Prohibit approval of punch entries that excee= d the max number of days between the date of service and the approval = td> | 3 |
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=E2=80=99s discharge date |
1 |
None |
Employee Service Account Start Date Punch Ent= ry |
Restrict adding a punch for a date prior to t= he 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 t= he 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 (hard stop) or 2 (soft stop) |
Max Hours Per Week Per Client for Unrelated E= mployees |
This punch, plus existing punches in the syst= em, violate the weekly max allowed hours per client for this funding source= . Please reduce the hours you are attempting to punch or contact your super= visor |
2 |
Number of hours |
Max Hours Per Week Per Client for Kinship Emp= loyees |
This punch, plus existing punches in the syst= em, violate the weekly max allowed hours per client for this funding source= . Please reduce the hours you are attempting to punch or contact your super= visor |
2 |
Number of hours |
Max Hours Per Week Per Client for Live-in Car= egiver Employees |
This punch, plus existing punches in the syst= em, violate the weekly max allowed hours per client for this funding source= . Please reduce the hours you are attempting to punch or contact your super= visor |
2 |
Number of hours |
Max Bonus Amount Business Rule |
Punch unable to be saved because amount is gr= eater 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 (hard stop) or 2 (soft stop) |
Authorization Monthly Max |
Restrict or warn that the punch violates the = month max setting for the authorization |
2 |
Mode 1 (hard stop) or 2 (soft stop) |
Date Exclusive |
Restrict adding a punch for the same service = date as an existing punch for the service code specified in the parameters<= /p> |
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 conf= irm if the employee submitting an accrued time entry has enough balance to = cover their request |
1 |
None |
Authorization Weekly Max Threshold Aler= t |
The purpose is to check to see if the punch e= xceeds a designated utilization threshold percentage for the Authorization = Weekly Max and then will send alerts. This is for alerting purposes only an= d should not stop a punch from being approved. |
3 |
Parameter 1 =E2=80=93 percentage of threshold= as an integer Parameter 2 =E2=80=93 Mode 1 (displays warning to appr= over) or 2 (does not display warning to approver) |
Authorization Monthly Max Threshold Ale= rt |
The purpose is to check to see if the punch e= xceeds a designated utilization threshold percentage for the Authorization = Monthly Max and then will send alerts. This is for alerting purposes only a= nd should not stop a punch from being approved. |
3 |
Parameter 1 =E2=80=93 percentage of threshold= as an integer Parameter 2 =E2=80=93 Mode 1 (displays warning to appr= over) or 2 (does not display warning to approver) |
Authorization Remaining Balance Thresho= ld Alert |
The purpose is to check to see if the punch e= xceeds 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 =E2=80=93 percentage of threshold= as an integer Parameter 2 =E2=80=93 Mode 1 (displays warning to appr= over) or 2 (does not display warning to approver) |
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 with= in the current month |
1 |
Mode 1 (hard stop) or 2 (soft stop) |
Duplicate/Overlapping Employee Punch |
Allow a punch that duplicates/overlaps an exi= sting punch for the same employee the service code specified in the paramet= ers |
1 |
Service Code ID (up to two service codes) = |
Duplicate/Overlapping Employee Punch - Servic= e Code Group |
Allow a punch that duplicates/overlaps an exi= sting punch for the same employee for the service codes specified in the pa= rameters |
1 |
Service Code Group ID (use for more than two = service codes) |
Duplicate/Overlapping Client Punch |
Restrict adding a punch that duplicate/overla= ps an existing punch for the same client. If enabled, you can allow duplica= te/overlapping punches for service codes specified in the parameters | 2 |
Service Code ID (up to two service codes) = |
Duplicate/Overlapping Client Punch - Service = Code Group |
Restrict adding a punch that duplicate/overla= ps an existing punch for the same client. If enabled, you can allow duplica= te/overlapping punches for service codes specified in the parameters | 2 |
Service Code Group ID (use for more than two = service codes) |
Max Hours Per Day Per Employee Per Funding So= urce |
Restrict a punch that exceeds the maximum hou= rs allowed for an employee per day per funding source as specified in the p= arameters |
2 |
Number of hours |
Max Hours Per Day Per Employee Per Client Per= Funding Source |
The purpose of this business rule is to valid= ate that an employee has not violated the max allowed hours per day for a s= pecific client under a funding source |
2 |
Number of hours |
Max Hours Per Week Per Employee Per Funding S= ource |
Restrict a punch that exceeds the maximum hou= rs 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 Cent= er |
Restrict a punch that exceeds the maximum hou= rs allowed for an employee per week per cost center as specified in the par= ameters |
2 |
Number of hours |
Max Hours Per Day Per Client Per Funding Sour= ce |
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 Sou= rces |
Restrict a punch that exceeds the maximum hou= rs allowed for a client per week per funding source as specified in the par= ameters |
2 |
Number of hours |
Max Hours Per Day Per Employee Per Cost Cente= r |
Punch exceeds the maximum hours per day for t= he employee for the cost center |
2 |
Number of hours |
Max Hours Per Week Per Employee |
The purpose is to validate employees do not e= xceed 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 E= mployees (FI Only) |
Restrict a punch that exceeds the maximum hou= rs allowed for a client per week for unrelated employees as specified in th= e parameters |
2 |
Number of hours |
Max Hours Per Week Per Client for Kinship Emp= loyees (FI Only) |
Restrict a punch that exceeds the maximum hou= rs 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 Car= egiver Employees (FI Only) |
Restrict a punch that exceeds the maximum hou= rs allowed for a client per week for live-in caregiver employees as specifi= ed 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 t= his client within designated threshold prior to and after this entry | 3 |
Mode 1 (hard stop) or 2 (soft stop) |
Entries Require Free Text Note |
If yes, users will be required to enter a fre= e text note when making a punch for this service code |
3 |
Mode 1 (hard stop) or 2 (soft stop) |
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 (hard stop) or 2 (soft stop) |
Max Hours Per Year Per Employee Per Client Pe= r Service Code |
The purpose is to validate that an employee h= as not exceeded the maximum allowed hours for a client per year under a spe= cific service code |
2 |
Number of hours |