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Business rules can validate the punch in 1 of 3 phases:

Phase 1 - Punch Creation

• If the punch fails a phase 1 business rule, the user creating the punch will receive an alert at the time they select Save or Clock Out.

• The company's DCI portal or app settings may prohibit the user from saving a punch when a business rule has been violated. Contact a supervisor for assistance.

Phase 2 - After Punch Creation, Before Approval

• If the punch fails a phase 2 business rule, the punch status will move from unvalidated to rejected.

• The employee and supervisor or employer will receive a notification

Phase 3 - Punch Approval

• If the punch fails a phase 3 business rule, the punch cannot be approved.

• The punch must be rejected or edited to pass the business rule

Role Required: Super User

Permission Required: N/A

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View Business Rule Results

1. Select the punch to review
   1. View the punch via the employee's profile, the client profile, or pending entries from the submenu.
2. The punch details page will open
3. Select the Business Rules tab on the punch details page to view the business rule name and result (i.e., pass)

Parameter Setting

Parameters are integers or decimals specific to the functionality of that particular Business Rule. Not all Business Rules require parameters. Only Business Rules that require parameters will allow a user to enter text into the parameter field. Parameters fall into one of the following categories: None, Mode, ServiceCodeID, GroupID, Max# and Max Hours

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These are just some examples. A complete list of Business Rules is available for download in our help center.See the article Business Rule List to view all business rules, their description, phase, and parameters required. 

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