The contract manipulation rules are a powerful set of rules that can be employed to update a staff member’s paid or worked hours based on a range of filters.
Create the rules under Pay > Contracts > Manipulation Rules. When editing or adding a new rule, you will be presented with a series of filters that you can use to tell StaffSavvy when to apply the rule. These can be between specific times, days, national or organisation holidays, when working so many days a week or when working over a number of hours.
Once the rule has been reached, you can tell the system to manipulate the paid and/or any hours deducted from the staff members' contracted hours. For example, you can configure the rule to pay double time on bank holidays automatically; there are many possibilities.
The system will still maintain the actual hours worked and use these for contract limits and rules; the hours paid will be adjusted.
When a rule is in effect, a breakdown of the rules will be shown on both the shift details and the time entry details pages.
Shift budgets will also consider any of the contract rules so that the predicted cost of a shift will be correct.
Under manipulation rules, additional filters specify whether you want shift rules to apply to venue and venue groups. To use, go to Pay > Contracts > Manipulation Rules, then go under the Apply Rule When… tab and click Apply on shifts at Venue.
Sub Rules
You can now add ‘sub rules’ to your Contract Manipulation rules. When creating a Sub Rule, you can ‘Stop Further Rules’, which allows this sub rule to override all other rules when triggered. You can add a Sub Rule under Pay > Contracts > Manipulation Rules and then next to ‘edit rule’ you should see a button allowing you to add a sub rule. Then, it will ask you whether you want to add a new contract rule, so click this button to get started. These can be utilised to allow you to be more specific about breaks and pay rates for breaks when certain hours are worked.
These are used so that you can have a set of rules running separately from all others. For example if you introduce an overtime pay rule that stops all other rules but you still have rules that you need to add that pertain to overtime, a sub rule is a great way of keeping a set of interlinked rules running whilst stopping the rest.
We will go over the specifics of the options of contract manipulation and how to use this alongside sub-rules.
Stop Further Rules?
When creating a new rule, you are able to specify whether you want to stop all other rules when this specific rule applies. This means that certain rules will have higher priority over others when enabled.
This is useful as a fail-safe for specific times when you need to override a rule, i.e. if a staff member has worked too many hours.
It is worth noting that ‘Stop Further Rules’ will not include the Sub Rules set up for this rule.
Apply on hours worked
You have a variety of options for when this rule will be applied based on the following categories;
- When working above a certain amount of hours
- When working below a certain amount of hours
- When working X days in a week
- When working X days in their contract period
- When working X number of hours in a row
Apply based on missed rest
You can now be even more specific about when the rule applies based on the rest period between shifts, i.e. if there hasn't been a rest period of at least a certain amount of hours after working a certain amount of hours in a row.
Contract Date Sets
Choose only to enact this rule if the dates are within a holiday block. You can also specify which holiday block you want this to come under.
Additional Filter Options
This allows you to limit how the rule is applied to shifts that only partially match the filters.
Changes to Make
This section outlines the action of the 'rule'. A rule can have more than one action, and below, we will specify your action options for a rule.
Multiplying Pay
Multiplying pay options allows pay to be increased if certain specifications are met.
- Multiply Hours Paid By
This will increase the hours to be paid. The actual hours worked will not be affected.
Multiply Contracted Hours Worked By
This will increase the hours worked as part of a staff member's contracted hours. It won't affect hours worked for restrictions or required breaks. Use this to reduce how many other hours a staff member must work under their contract if they work specific hours/days. - Minimum Paid Length
This will increase the hours to be paid. The actual hours worked will not be affected.
Make Changes to Pay
You can also apply a rule if the staff member doesn’t receive a break after working x hours. For example, if they don’t get an 11-hour break after working 8 hours or more, their shifts are paid double the time until they receive their break. This can be added under the ‘changes to make’ section, where you can add the financial changes you want to make to your rule.
Provide Additional Payments.
Additionally, you can increase hourly rates or introduce multiple paid hours if a staff member doesn’t receive a break during their shift.
You can now add ‘sub rules’ to your Contract Manipulation rules. When creating a Sub Rule, you have the option to ‘Stop Further Rules’, which allows this subrule to override all other rules when triggered.
You can add a Sub Rule under Pay > Contracts > Manipulation Rules and then next to ‘edit rule’ you should see a button allowing you to add a sub rule. Then it will ask you whether you want to add a new contract rule, so just click this button to get started. These can be utilised to allow you to be more specific about breaks, and pay rates for breaks, when certain hours are worked.
These are used so that you can have a set of rules running separately from all others. For example if you introduce an overtime pay rule that stops all other rules but you still have rules that you need to add that pertain to overtime, a sub rule is a great way of keeping a set of interlinked rules running whilst stopping the rest.
We will just go over the specifics of the options of contract manipulation and how to use this alongside sub rules.
Stop Further Rules
The new update allows you to specify when creating a new rule whether you want to stop all other rules when this specific rule applies. This means, when enabled, certain rules will have higher priority over others.
This is useful as a fail safe for specific times where you need to override a rule, i.e. if a staff member has worked too many hours.
It is worth noting that ‘Stop Further Rules’ will not include the Sub Rules set up for this rule.
Forced Rests
You can now set a specific time range to force a rest after working. E.g. require an 11-hour break if working between 10pm and 5am. This can override any other rule if enabled.
This is useful to prevent staff members working a late night shift and then being given an early shift the next morning. This assures you can keep in line with government regulations.
Apply on hours worked
You have a variety of options for when this rule will be applied based on the following categories;
- When working above a certain amount of hours
- When working below a certain amount of hours
- When working X days in a week
- When working X days in their contract period
Apply based on missed rest
You can now be even more specific as to when the rule applies based on the rest period between shifts, i.e. if there hasn't been a rest of at least a certain amount of hours after working a certain amount of hours in a row.
This is useful for if there are certain shifts that would require a break that are unique to others, for example, 10pm - 5am.
Make Changes to Pay
You can then also apply a rule that if the staff member doesn’t receive a break after working x hours. E.g. if they don’t get an 11-hour break after working 8 hours or more then their shifts are paid at double time until they receive their break. This can be added under the ‘changes to make’ section, where you can add the financial changes you want to make to your rule.
Provide Additional Payments.
Additionally, you can increase hourly rates or introduce multiple paid hours if a staff member doesn’t receive a break during their shift.
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