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Rules
A "Rules Engine" allows various types of business rules to be written in a text format and easily applied to the system "on the fly" – without even logging out or shutting it down. USPS-R comes with its own set of required business rules, as well as a number of optional business rules that the district may enable or disable as they desire. Customized rules can also be written for each district, either by district personnel with the appropriate access to do so, or with help from their ITC or the SSDT. A few examples of using customized business rules are custom validations, sending email or Twitter notifications, or even updating fields based on certain criteria. These can also be used in conjunction with Custom Fields.
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Bundled means it comes with the USPS-R software; Mandatory means the rule can not cannot be disabled. |
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The user would need at least a role that had MODULE_RULES granted in order to update a rule. They would need at least MODULE_RULES_VIEW to see the list of rules but not be able to modify. Usually, the admin roles have the MODULE_RULES permission granted |
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In order for the Rule to be set, user needs to click on and then . |
Mandatory Rules
The following rules come with the software (bundled) and are mandatory in order to use the software. They will be enabled automatically when the data is imported. Mandatory rules cannot be disabled.
Rule | Description |
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org.ssdt_ohio.modules.customfield.CustomFields | Custom Fields are enabled so that user (with the correct permissions) can create them |
org.ssdt_ohio.modules.rules.startup-events | Starts up the Rules Engine. |
org.ssdt_ohio.modules.rules.stream.startup-stream | Rules engine stream startup |
org.ssdt_ohio.usps.model.employee.SaveEmployee | Ensure Employee number is not the same as Employee ssn when saving Employee |
org.ssdt_ohio.usps.model.newcontract.NewContractCalculate | Copy old compensation to new compensation |
org.ssdt_ohio.usps.model.payrollaccounts.PayrollAccounts | Warn user if no percentage payroll accounts are found and Ensure Payroll Accounts with rate type percent add up to 100% |
org.ssdt_ohio.usps.model.payroll.PayrollUnpost | Cannot Unpost Imported Historical Payroll and Cannot Unpost Historical Payroll Not in Current Period |
org.ssdt_ohio.usps.model.postingperiod.PostingPeriod | Posting period may not be re-opened because it is more than one year prior to the current period |
org.ssdt_ohio.usps.model.user.RoleChange | User Can Not Change, Create or Delete A Role With An Underscore (SSDT created Roles) |
Bundled Rules that are not Mandatory
The following rules come with the software but are not mandatory in order to use the software. By default, Bundled rules are enabled but can be inactivated.
Rule | Description |
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org.ssdt_ohio.authnz.authnz-default-password | Default Password Rules |
org.ssdt_ohio.authnz.authnz-stream-rules | Authentication: Default Breakin Detection and Evasion |
org.ssdt_ohio.usps.model.attendancejournal.MaxAdvancedSickLeaveError | Rule to prevent Advanced Sick Leave balance from going past Max Advanced allowed |
org.ssdt_ohio.usps.model.attendancejournal.NegativePersonalBalanceError | Rule to prevent Personal Leave balance from going negative |
org.ssdt_ohio.usps.model.attendancejournal.NegativePersonalBalanceWarning | Rule to warn user when Personal Leave balance will go negative |
org.ssdt_ohio.usps.model.attendancejournal.NegativeSickBalanceError | Rule to prevent Sick Leave balance from going negative |
org.ssdt_ohio.usps.model.attendancejournal.NegativeSickBalanceWarning | Rule to warn user when Sick Leave balance will go negative |
org.ssdt_ohio.usps.model.attendancejournal.NegativeVacationBalanceError | Rule to prevent Vacation Leave balance from going negative |
org.ssdt_ohio.usps.model.attendancejournal.NegativeVacationBalanceWarning | Rule to warn user when Vacation Leave balance will go negative |
org.ssdt_ohio.usps.model.employee.EmployeeDuplicateSsnError | Error: Prevent Employee with duplicate SSN from being saved |
org.ssdt_ohio.usps.model.employee.EmployeeDuplicateSsnWarning | Warning: Employee with duplicate SSN has been saved |
org.ssdt_ohio.usps.model.employee.EmployeeEmisCompensationWarning | Rule to warn user when Employee report to EMIS is false but compensations exist with report to EMIS set to true |
org.ssdt_ohio.usps.model.modeltransaction.ModelTransaction | This rule is to prevent certain entities from being created, updated, or deleted if the posting period assigned to them is not open. Currently, this affects adjustments and historical payrolls. So if an adjustment is created with a transaction date that is within a closed posting period, the user would receive an error that they can not create the adjustment because the posting period is not open. Same if they were to try to modify or delete an adjustment with a date that fell within a closed posting period. For the historical payroll, the pay date has to be within an open posting period when posting or they will receive an error. |
org.ssdt_ohio.usps.model.payrollitem.FederalCovidAmountError | Error: Prevent Federal Covid-19 amounts from exceeding maximum values |
Highlight Viewer
To use the 'Highlight Viewer', select the row in the grid to view. The 'Highlight Viewer' on the right hand side will appear:
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Rule to warn user when Employee report to EMIS is false but compensations exist with report to EMIS set to true
Rule to prevent Federal Covid-19 amounts from exceeding maximum values
If the rule is checked and district is adding amounts over the max amounts in Federal COVID-19 fields, once they try to Save the updates, Errors will appear:
Create
- From the System menu select 'Rules'
- Click on
- Enter in required rule information:
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The Rules grid allows the user to search for existing Rules on the system by clicking in the filter row in the grid columns and entering in the desired information. Click on any row of the search results to see a summary view of the record. The Advanced Search can be utilized by clicking on the in the upper right side of the grid.
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- From the System menu select 'Rules'
- Search for desired Rule
- Click on
- Uncheck the
- Click on and close the pop up window
- Click on in order for the change to go into affect
Enable Rule
A disabled rule may be enabled at any time.
- From the System menu select 'Rules'
- Search for desired Rule
- Click on
- Check the
- Click on and close the pop up window
- Click on in order for the change to go into affect
Delete
Click on the
in the grid beside the desired rule. A confirmation box will appear and you will be asked to confirm that you really do want to delete this rule. A rule may be deleted if it is not bundled.Mandatory Rules
The following rules come with the software (bundled) and are mandatory in order to use the software. They will be enabled automatically when the data is imported. Mandatory rules cannot be disabled.
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Bundled Rules that are not Mandatory
The following rules come with the software but are not mandatory in order to use the software. By default, Bundled rules are enabled but can be inactivated
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More Information
Customized rules can also be written for each district, either by district personnel with the appropriate access to do so, or with help from their ITC or the SSDT. A few examples of using customized business rules are custom validations, sending email or Twitter notifications, or even updating fields based on certain criteria. These can also be used in conjunction with Custom Fields
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