Objective
The objective of this tutorial is to help you understand how to create location-based custom break rules.
Overview
Access from your: Computer
Applies to: Managers/Admin
Custom break rules are created by managers/admin in line with specific company policies and conditions. Enabling a break rule automatically schedules a break within the shifts.
Things to know before you begin:
- To create custom break rules, you need to have location-based break rules enabled on your account.
For more information about how to enable location-based break rules, go to "Enable Location-Based Break Rules." - The user creates a break rule by defining one or more sets of conditions (maximum of 15).
- The minimum shift length value can be from 1 min to 24 hours, and the input field is in the format 'hh: mm'.
- The maximum shift length is an optional field. However, the added value must be greater or equal to the minimum shift length and can be up to 24 hours.
- The minimum break duration value can be equal to 1 minute, and the maximum break duration value can be equivalent to the minimum shift duration.
- The From Time, To Time, and Break Starts At values refer to the hour of the shift.
- Values for break start time and break duration within the same condition MUST NOT be the same as the values of break start time and break duration of other conditions.
- Break rules cannot be updated at this point, but only deleted.
The scenario outlined in this tutorial consists of the following building blocks:
- Create a Location Based-Custom Break Rule
- Apply Location Based-Break Rule to Location
- Delete a Condition from Custom Break Rule
- Delete a Custom Break Rule
Create a Location Based-Custom Break Rule
Step 1: Go to Staff module from the top-panel > Select Break Rules > Click Create Break Rule tab from the top-right corner, as shown in Image 1.
Image 1
Step 2: Type the Break Rule Name > Type the Break Rule Description > Define the values for the listed conditions in the given row > Click Add New Condition tab if you require more than one condition > Click Save & Close tab to save the break rule, as shown in Image 2.
Image 2
Conditions:
- Break Type: Paid or Unpaid Break
- Minimum Shift Length
- Maximum Shift Length
- Break Duration
- From Time (hh: mm)
- To Time (hh: mm)
- Break Starts At (hh: mm)
Apply Location Based-Break Rule to Location
Important Tip: Once you have created the break rule, the user must apply it to the location so that breaks are scheduled automatically every time a new shift is created.
Switch to Locations & Positions section under Staff module > Select the custom break rule you want to use from the Break Rule drop-down next to the location, as shown in Image 3.
Image 3
Note: Go to Break Rules tab as shown above to learn details about the break rules (if needed) to help you select the relevant break rule to be applied to the location.
Image 4
Delete a Condition from Custom Break Rule
Click on the Bin icon next to the condition you want to delete, as shown in Image 5.
Image 5
Delete a Custom Break Rule
Select the Custom Break Rules filter from the left-hand side > Click the Three dots next to the added break rule > Click the Delete tab > confirm with Yes in the prompt window to confirm the deletion of break rule, as shown in Image 6.
Image 6
If you have any further queries, please don't hesitate to reach out to us at support@humanity.com.