Discipline Balance Operands

This operand adds a specified number of points (indicated in the Amount parameter) to the person’s discipline balance. The discipline balance that will be updated is the Leave Type Code for which the ruleset containing this operand is configured in the Discipline Balance Policy.

Parameters:

Amount = Number of points to be added to the person’s disciplinary balance.

 

This operand can be used with the Create Disciplinary Balance Ticket operand. Once the ticket is created, the Attach Transactions To Ticket operand adds discipline balance transactions to the ticket. These transactions are usually based on the occurrences that were found by the IF clauses.

Example:

IF:
Is Occurrence By Type On Today( ATTENDANCE NO_SHOW )
And
Is Occurrence By Type In Last X Range( 1, ATTENDANCE NO_SHOW, 3, Days, False, Extend For Inactive, All Days )
THEN:
Add To Disciplinary Balance( 1 )
And
Create Disciplinary Balance Ticket( )
And
Attach Transactions To Ticket( Get Occurrences By Type In Last X Range( 1, ATTENDANCE NO_SHOW, 3, Days, False, Extend For Inactive, All Days ) )
And
Attach Transactions To Ticket( Get Occurrences By Type On Today( ATTENDANCE NO_SHOW ) )

Parameters:

TransactionIdList = Right-click this field and select one of the following operands (explained below) to get the list of transactions that will be added to the ticket: Get Empty Override List, Get Occurrences By Event In Last X Range, Get Occurrences By Event on Today, Get Occurrences By Group In Last X Range, Get Occurrences By Group on Today, Get Occurrences By Type in Last X Range, and Get Occurrences By Type on Today.

 

This operand creates a discipline balance ticket, which can be viewed or printed from the Discipline Balance tab of the Employee form.

This operand is usually part of a rule that includes the Attach Transactions To Ticket operand.

Example:

IF:
Is Occurrence By Type On Today( ATTENDANCE NO_SHOW )
And
Is Occurrence By Type In Last X Range( 1, ATTENDANCE NO_SHOW, 3, Days, False, Extend For Inactive, All Days )
THEN:
Add To Disciplinary Balance( 1 )
And
Create Disciplinary Balance Ticket( )
And
Attach Transactions To Ticket( Get Occurrences By Type In Last X Range( 1, ATTENDANCE NO_SHOW, 3, Days, False, Extend For Inactive, All Days ) )
And
Attach Transactions To Ticket( Get Occurrences By Type On Today( ATTENDANCE NO_SHOW ) )

 

This operand is used to obtain a disciplinary balance value, usually in order to reduce the balance or change the balance level.

You can right-click the arrow next to this operand to specify a value that you want to get. For example, Get Disciplinary Balance( ) Greater Than 0.

Example:

This rules says if the discipline balance has not increased in the last 45 days and the balance is greater than zero, the balance will be reset to zero.

IF:
No Discipline Balance Change In Last X Range( Up, 45, Days, False, Extend For Inactive )
And
Get Disciplinary Balance( ) Greater Than 0
THEN:
Reset Disciplinary Balance( )

 

This operand is used to find the current level of the disciplinary balance that is being processed.

You can right-click the arrow next to this operand to specify a value that you want to get. For example, Get Disciplinary Balance Level( ) Not Equal To 1.

Example:

The rule below is used to change the level of the disciplinary balance to 1/Verbal Warning if the disciplinary balance is not at level 1 and the disciplinary balance has 1 point.

IF:
Get Disciplinary Balance Level( ) Not Equal To 1
And
Get Disciplinary Balance( ) Equal To 1
THEN:
Set Disciplinary Balance Level( 1, Verbal Warning )
And
Stop Processing( )

 

This operand can be used with the Override Person List parameter of the Send Level Change Message operand.

When you set Override Person List to Get Empty Override List, the message will be sent to the recipients specified in the message trigger (the SEND_EMAIL_TO and SEND_MESSAGE_TO settings).

 

This operand is used to get the occurrences of a specific event that was posted within a certain number of days.

Some event postings will count as a partial occurrence or more than one occurrence, depending on how they are configured in the person’s Discipline Balance Policy. For example, a policy may specify that an Early Departure event that is less than 4 hours is 0.5 occurrence.

If this operand finds a partial occurrence, it will look for another partial occurrence to total 1.0 occurrence. If it does not find enough partial occurrences in the specified range (Amount/DayWeekMonth parameters) to total 1.0, it will ignore the partial occurrences it found.

Parameters:

How Many = Number of the occurrences the service will get.

Event Name = Name of the event for which the service will get the occurrences.

Amount, Day Week Month = The Amount and Day Week Month parameters define the time period in which the DISCIPLINE_BALANCE service will look for the occurrences. Select Days, Months, or Weeks from the Day Week Month parameter and then enter the number of days, weeks, or months in the Amount parameter. The number of occurrences the service will find during these days, weeks, or months will depend on the Occurrence Weight or Multi-day Occurrence settings in the Discipline Balance Policy.

Start Today = Indicates whether the DISCIPLINE_BALANCE service will begin looking for occurrences today (True) or yesterday (False).

Extend For Status = This parameter determines whether the operand will skip days that the person was inactive when determining the range of days for which to get occurrences. For example, a person takes a leave of absence for 3 days, during which his status is Inactive. You want to get the person’s occurrences for the last 10 days that he was active. In this case, you will set Extend For Status = Extend for Inactive, which will extend this range another 3 days. In effect you are skipping the inactive days when determining the range of days to get occurrences. If Extend For Status = Do Not Extend, the operand will get occurrences for the last 10 days, even if the person was inactive all or part of the time.

Day Of Week = Indicates whether the occurrence must be on a specific day of the week (select Monday, Tuesday, etc.) or any day or the week (select All Days).

Example:

The following rule states that if a person has two occurrences of an Unexcused Absence in 30 days, then the person will have 1 point added to their discipline balance and receive a ticket.

IF Is Occurrence By Event In Last X Range( 2, Unexcused Absence, 30, Days, True, Extend For Inactive, All Days )
THEN Add To Disciplinary Balance( 1 )
And Create Disciplinary Balance Ticket( )
And Attach Transactions To Ticket( Get Occurrences By Event In Last X Range( 2, Unexcused Absence, 30, Days, True, Extend For Inactive, All Days ) )

See Also: How the Last X Range Operands Find Occurrences

 

This operand is used to get the occurrences for a specific event on the date being processed.

Some event postings will count as a partial occurrence or more than one occurrence, depending on how they are configured in the person’s Discipline Balance Policy. For example, a policy may specify that an Early Departure event that is less than 4 hours is 0.5 occurrence.

Parameters:

Event Name = Select the name of the event that is being checked.

Example:

IF:
Is Occurrence By Event On Today ( NO_SHOW )
And
Is Occurrence By Event In Last X Range( 1, NO_SHOW, 3, Days, False, Extend For Inactive, All Days )
THEN:
Add To Disciplinary Balance( 1 )
And
Create Disciplinary Balance Ticket( )
And
Attach Transactions To Ticket( Get Occurrences By Event In Last X Range( 1, NO_SHOW, 3, Days, False, Extend For Inactive, All Days ) )
And
Attach Transactions To Ticket( Get Occurrences By Event On Today ( NO_SHOW ) )

 

This operand is used to get the occurrences of an event in a specific Event Group that was posted within a certain number of days.

Some event postings will count as a partial occurrence or more than one occurrence, depending on how they are configured in the person’s Discipline Balance Policy. For example, a policy may specify that an Early Departure event that is less than 4 hours is 0.5 occurrence.

If this operand finds a partial occurrence, it will look for another partial occurrence to total 1.0 occurrence. If it does not find enough partial occurrences in the specified range (Amount/DayWeekMonth parameters) to total 1.0, it will ignore the partial occurrences it found.

Parameters:

How Many = Number of the occurrences the service will get.

Event Group Name = Name of the Event Group for which the service will get the occurrences.

Amount, Day Week Month = The Amount and Day Week Month parameters define the time period in which the DISCIPLINE_BALANCE service will look for the occurrences. Select Days, Months, or Weeks from the Day Week Month parameter and then enter the number of days, weeks, or months in the Amount parameter. The number of occurrences the service will find during these days, weeks, or months will depend on the Occurrence Weight or Multi-day Occurrence settings in the Discipline Balance Policy.

Start Today = Indicates whether the DISCIPLINE_BALANCE service will begin looking for occurrences today (True) or yesterday (False).

Extend For Status = This parameter determines whether the operand will skip days that the person was inactive when determining the range of days for which to get occurrences. For example, a person takes a leave of absence for 3 days, during which his status is Inactive. You want to get the person’s occurrences for the last 10 days that he was active. In this case, you will set Extend For Status = Extend for Inactive, which will extend this range another 3 days. In effect you are skipping the inactive days when determining the range of days to get occurrences. If Extend For Status = Do Not Extend, the operand will get occurrences for the last 10 days, even if the person was inactive all or part of the time.

Day Of Week = Indicates whether the occurrence must be on a specific day of the week (select Monday, Tuesday, etc.) or any day or the week (select All Days).

Example:

The following rule states that if a person has two occurrences of an event in the Event Group called Attendance Violation Events in 30 days, then the person will have 1 point added to their discipline balance and receive a ticket.

IF Is Occurrence By Group In Last X Range( 2, Attendance Violation Events, 30, Days, True, Extend For Inactive, All Days )
THEN Add To Disciplinary Balance( 1 )
And Create Disciplinary Balance Ticket( )
And Attach Transactions To Ticket( Get Occurrences By Group In Last X Range( 2, Attendance Violation Events, 30, Days, True, Extend For Inactive, All Days ) )

See Also: How the Last X Range Operands Find Occurrences

 

This operand is used to get the occurrences of an event in a specific Event Group on the date being processed.

Some event postings will count as a partial occurrence or more than one occurrence, depending on how they are configured in the person’s Discipline Balance Policy. For example, a policy may specify that an Early Departure event that is less than 4 hours is 0.5 occurrence.

Parameters:

Event Group Name = Select the event group that is being checked.

 

This operand is used to get the occurrences of a specific type of event that was posted within a certain number of days.

Some event postings will count as a partial occurrence or more than one occurrence, depending on how they are configured in the person’s Discipline Balance Policy. For example, a policy may specify that an Early Departure event that is less than 4 hours is 0.5 occurrence.

If this operand finds a partial occurrence, it will look for another partial occurrence to total 1.0 occurrence. If it does not find enough partial occurrences in the specified range (Amount/DayWeekMonth parameters) to total 1.0, it will ignore the partial occurrences it found.

Parameters:

How Many = Number of the occurrences the service will get.

Event Type = Name of the Event Type for which the service will get the occurrences.

Amount, Day Week Month = The Amount and Day Week Month parameters define the time period in which the DISCIPLINE_BALANCE service will look for the occurrences. Select Days, Months, or Weeks from the Day Week Month parameter and then enter the number of days, weeks, or months in the Amount parameter. The number of occurrences the service will find during these days, weeks, or months will depend on the Occurrence Weight or Multi-day Occurrence settings in the Discipline Balance Policy.

Start Today = Indicates whether the DISCIPLINE_BALANCE service will begin looking for occurrences today (True) or yesterday (False).

Extend For Status = This parameter determines whether the operand will skip days that the person was inactive when determining the range of days for which to get occurrences. For example, a person takes a leave of absence for 3 days, during which his status is Inactive. You want to get the person’s occurrences for the last 10 days that he was active. In this case, you will set Extend For Status = Extend for Inactive, which will extend this range another 3 days. In effect you are skipping the inactive days when determining the range of days to get occurrences. If Extend For Status = Do Not Extend, the operand will get occurrences for the last 10 days, even if the person was inactive all or part of the time.

Day Of Week = Indicates whether the occurrence must be on a specific day of the week (select Monday, Tuesday, etc.) or any day or the week (select All Days).

 

This operand is used to get the occurrences for a specific type of event on the date being processed.

Some event postings will count as a partial occurrence or more than one occurrence, depending on how they are configured in the person’s Discipline Balance Policy. For example, a policy may specify that an Early Departure event that is less than 4 hours is 0.5 occurrence.

Parameters:

Event Type = Select the type of the event that is being checked.

 

This operand checks whether a number of occurrences of a specific event have been posted within a certain number of days.

Some event postings will count as a partial occurrence or more than one occurrence, depending on how they are configured in the person’s Discipline Balance Policy. For example, a policy may specify that an Early Departure event that is less than 4 hours is 0.5 occurrence.

If this operand finds a partial occurrence, it will look for another partial occurrence to total 1.0 occurrence. If it does not find enough partial occurrences in the specified range (Amount/DayWeekMonth parameters) to total 1.0, it will ignore the partial occurrences it found.

Parameters:

How Many = Number of the occurrences for which the service will check.

Event Name = Name of the event for which the service will check in the occurrences.

Amount, Day Week Month = The Amount and Day Week Month parameters define the time period in which the DISCIPLINE_BALANCE service will look for the occurrences. Select Days, Months, or Weeks from the Day Week Month parameter and then enter the number of days, weeks, or months in the Amount parameter. The number of occurrences the service will find during these days, weeks, or months will depend on the Occurrence Weight or Multi-day Occurrence settings in the Discipline Balance Policy.

Start Today = Indicates whether the DISCIPLINE_BALANCE service will begin looking for occurrences today (True) or yesterday (False).

Extend For Status = This parameter determines whether the operand will skip days that the person was inactive when determining the range of days for which to find occurrences. For example, a person takes a leave of absence for 3 days, during which his status is Inactive. You want to find the person’s occurrences for the last 10 days that he was active. In this case, you will set Extend For Status = Extend for Inactive, which will extend this range another 3 days. In effect you are skipping the inactive days when determining the range of days to find occurrences. If Extend For Status = Do Not Extend, the operand will find occurrences for the last 10 days, even if the person was inactive all or part of the time.

Day Of Week = Indicates whether the occurrence must be on a specific day of the week (select Monday, Tuesday, etc.) or any day or the week (select All Days).

Example:

The following rule states that if a person has two occurrences of an Unexcused Absence in 30 days, then the person will have 1 point added to their discipline balance and receive a ticket.

IF Is Occurrence By Event In Last X Range( 2, Unexcused Absence, 30, Days, True, Extend For Inactive, All Days )
THEN Add To Disciplinary Balance( 1 )
And Create Disciplinary Balance Ticket( )
And Attach Transactions To Ticket( Get Occurrences By Event In Last X Range( 2, Unexcused Absence, 30, Days, True, Extend For Inactive, All Days ) )

See Also: How the Last X Range Operands Find Occurrences

 

This operand checks whether the occurrence of a specific event has taken place on the date being processed.

Some event postings will count as a partial occurrence or more than one occurrence, depending on how they are configured in the person’s Discipline Balance Policy. For example, a policy may specify that an Early Departure event that is less than 4 hours is 0.5 occurrence.

Parameters:

Event Name = Select the name of the event that is being checked.

Example:

IF:
Is Occurrence By Event On Today ( NO_SHOW )
And
Is Occurrence By Event In Last X Range( 1, NO_SHOW, 3, Days, False, Extend For Inactive, All Days )
THEN:
Add To Disciplinary Balance( 1 )

 

This operand checks whether a number of occurrences of an event in a specific Event Group have taken place within a certain number of days.

Some event postings will count as a partial occurrence or more than one occurrence, depending on how they are configured in the person’s Discipline Balance Policy. For example, a policy may specify that an Early Departure event that is less than 4 hours is 0.5 occurrence.

If this operand finds a partial occurrence, it will look for another partial occurrence to total 1.0 occurrence. If it does not find enough partial occurrences in the specified range (Amount/DayWeekMonth parameters) to total 1.0, it will ignore the partial occurrences it found.

Parameters:

How Many = Number of the occurrences for which the service will check.

Event Group Name = Name of the Event Group for which the service will check in the occurrences.

Amount, Day Week Month = The Amount and Day Week Month parameters define the time period in which the DISCIPLINE_BALANCE service will look for the occurrences. Select Days, Months, or Weeks from the Day Week Month parameter and then enter the number of days, weeks, or months in the Amount parameter. The number of occurrences the service will find during these days, weeks, or months will depend on the Occurrence Weight or Multi-day Occurrence settings in the Discipline Balance Policy.

Start Today = Indicates whether the DISCIPLINE_BALANCE service will begin looking for occurrences today (True) or yesterday (False).

Extend For Status = This parameter determines whether the operand will skip days that the person was inactive when determining the range of days for which to find occurrences. For example, a person takes a leave of absence for 3 days, during which his status is Inactive. You want to find the person’s occurrences for the last 10 days that he was active. In this case, you will set Extend For Status = Extend for Inactive, which will extend this range another 3 days. In effect you are skipping the inactive days when determining the range of days to find occurrences. If Extend For Status = Do Not Extend, the operand will find occurrences for the last 10 days, even if the person was inactive all or part of the time.

Day Of Week = Indicates whether the occurrence must be on a specific day of the week (select Monday, Tuesday, etc.) or any day or the week (select All Days).

 

This operand checks whether the occurrence of an event in a specific Event Group has taken place on the date being processed.

Some event postings will count as a partial occurrence or more than one occurrence, depending on how they are configured in the person’s Discipline Balance Policy. For example, a policy may specify that an Early Departure event that is less than 4 hours is 0.5 occurrence.

Parameters:

Event Group = Select the event group that is being checked.

 

This operand is used to check whether a number of occurrences of a specific Event Type have taken place within a certain number of days.

Some event postings will count as a partial occurrence or more than one occurrence, depending on how they are configured in the person’s Discipline Balance Policy. For example, a policy may specify that an Early Departure event that is less than 4 hours is 0.5 occurrence.

If this operand finds a partial occurrence, it will look for another partial occurrence to total 1.0 occurrence. If it does not find enough partial occurrences in the specified range (Amount/DayWeekMonth parameters) to total 1.0, it will ignore the partial occurrences it found.

Parameters:

How Many = Number of the occurrences for which the service will check.

Event Type = Name of the Event Type for which the service will check in the occurrences.

Amount, Day Week Month = The Amount and Day Week Month parameters define the time period in which the DISCIPLINE_BALANCE service will look for the occurrences. Select Days, Months, or Weeks from the Day Week Month parameter and then enter the number of days, weeks, or months in the Amount parameter. The number of occurrences the service will find during these days, weeks, or months will depend on the Occurrence Weight or Multi-day Occurrence settings in the Discipline Balance Policy.

Start Today = Indicates whether the DISCIPLINE_BALANCE service will begin looking for occurrences today (True) or yesterday (False).

Extend For Status = This parameter determines whether the operand will skip days that the person was inactive when determining the range of days for which to find occurrences. For example, a person takes a leave of absence for 3 days, during which his status is Inactive. You want to find the person’s occurrences for the last 10 days that he was active. In this case, you will set Extend For Status = Extend for Inactive, which will extend this range another 3 days. In effect you are skipping the inactive days when determining the range of days to find occurrences. If Extend For Status = Do Not Extend, the operand will find occurrences for the last 10 days, even if the person was inactive all or part of the time.

Day Of Week = Indicates whether the occurrence must be on a specific day of the week (select Monday, Tuesday, etc.) or any day or the week (select All Days).

 

This operand is used to check whether an occurrence of a specific type of event has taken place on the date being processed.

Some event postings will count as a partial occurrence or more than one occurrence, depending on how they are configured in the person’s Discipline Balance Policy. For example, a policy may specify that an Early Departure event that is less than 4 hours is 0.5 occurrence.

Parameters:

Event Type = Select the type of the event that is being checked.

 

This operand checks the discipline balance to see if it has increased or decreased in a certain period of time. Both manual reductions/increases (via the Discipline Balance tab on the Employee form) and those done by the DISCIPLINE_BALANCE service will be considered unless the discipline transaction has been cancelled.

This operand may be used in a rule that reduces a discipline balance if it has not changed in a certain period of time. For example, a rule may state that if a person has not had any unexcused absences in the last 180 days, the ABSENCE discipline balance will be reduced by one.

Parameters:

UpDownAny = Select Any, Down, or Up to indicate whether the DISCIPLINE_BALANCE service should check for an increase (Up), decrease (Down), or both (Any) in the discipline balance.

Amount, Day Week Month = The Amount and Day Week Month parameters define the time period in which the DISCIPLINE_BALANCE service will check to see if the discipline balance has increased or decreased. Select Days, Months, or Weeks from the Day Week Month parameter and then enter the number of days, weeks, or months in the Amount parameter.

Start Today = Indicates whether the DISCIPLINE_BALANCE service will begin looking for balance changes today (True) or yesterday (False).

Extend For Status = This parameter determines whether the operand will skip days that the person was inactive when determining the range of days for which to find balance changes. For example, a person takes a leave of absence for 3 days, during which his status is Inactive. You want to find the person’s balance changes for the last 10 days that he was active. In this case, you will set Extend For Status = Extend for Inactive, which will extend this range another 3 days. In effect you are skipping the inactive days when determining the range of days to find balance changes. If Extend For Status = Do Not Extend, the operand will find balance changes for the last 10 days, even if the person was inactive all or part of the time.

Example:

IF:
No Discipline Balance Change In Last X Range( Any, 180, Days, True, Extend For Inactive )
And
Get Disciplinary Balance( ) Greater Than 0
THEN:
Reduce Disciplinary Balance( 1 )

 

This operand checks the discipline balance level to see if it has increased or decreased in a certain period of time. Both manual level changes (via the Discipline Balance tab on the Employee form) and those done by the DISCIPLINE_BALANCE service will be considered unless the level has been deactivated.

This operand may be used in a rule that resets a discipline balance level if it has not changed in a certain period of time. For example, a rule may state that if a person has not had any level increases in the last 30 days, the ABSENCE discipline balance level will be reset to zero.

Parameters:

UpDownAny = Select Any, Down, or Up to indicate whether the DISCIPLINE_BALANCE service should check for an increase (Up), decrease (Down), or both (Any) in the discipline balance level.

Amount, Day Week Month = The Amount and Day Week Month parameters define the time period in which the DISCIPLINE_BALANCE service will check to see if the discipline balance level has increased or decreased. Select Days, Months, or Weeks from the Day Week Month parameter and then enter the number of days, weeks, or months in the Amount parameter.

Start Today = Indicates whether the DISCIPLINE_BALANCE service will begin looking for balance level changes today (True) or yesterday (False).

Extend For Status = This parameter determines whether the operand will skip days that the person was inactive when determining the range of days for which to find balance level changes. For example, a person takes a leave of absence for 3 days, during which his status is Inactive. You want to find the person’s balance level changes for the last 30 days that he was active. In this case, you will set Extend For Status = Extend for Inactive, which will extend this range another 3 days. In effect you are skipping the inactive days when determining the range of days to find balance level changes. If Extend For Status = Do Not Extend, the operand will find balance level changes for the last 10 days, even if the person was inactive all or part of the time.

Example:

IF:
No Discipline Level Change In Last X Range( Any, 30, Days, True, Do Not Extend )
And
Get Disciplinary Balance Level( ) Greater Than 0
THEN:
Reset Disciplinary Balance Level( )

 

Use this operand to select a value that is the opposite of a specified value.

Parameters:

Value = Enter a value in this field or right-click and choose an operand to calculate this value.

 

Indicates the amount by which the discipline balance will be reduced.

Parameters:

Amount = Enter the number of points that should be removed from the discipline balance.

Example:

IF:
No Discipline Balance Change In Last X Range( Any, 180, Days, True, Extend For Inactive )
And
Get Disciplinary Balance( ) Greater Than 0
THEN:
Reduce Disciplinary Balance( 1 )

 

This operand changes the amount of a discipline balance to zero.

Example:

IF:
No Discipline Balance Change In Last X Range( Up, 45, Days, False, Extend For Inactive )
And
Get Disciplinary Balance( ) Greater Than 0
THEN:
Reset Disciplinary Balance( )

 

This operand changes the level of a discipline balance to zero.

Example:

IF:
No Discipline Level Change In Last X Range( Up, 30, Days, True, Do Not Extend )
And
Get Disciplinary Balance Level( ) Greater Than 0
THEN:
Reset Disciplinary Balance Level( )

 

This operand determines how the DISCIPLINARY_LEVEL_CHANGE message trigger will be activated. This message trigger alerts persons and/or their supervisors when the person's discipline balance level increases or decreases. This operand should be included with a Level Ruleset in the person's Discipline Balance Policy.

Parameters:

Direction = This parameter determines whether the message trigger will activate when the person’s discipline balance level goes Up or Down.

Override Person List = Determines who will be notified of the person’s level change. When you set Override Person List to Get Empty Override List, the message will be sent to the recipients specified in the message trigger (the SEND_EMAIL_TO and SEND_MESSAGE_TO settings).

 

This operand changes the level of the discipline balance. The operand’s parameters specify the level number and name.

Parameters:

Level Number = This parameter is the actual Level Number that will be set. The Level Number must be an integer.

Level Name = This parameter is the name of the level that will be set. The Level Name is a text field. For example, Level Number “1” may have the Level Name “Verbal Warning.”

 

This operand will stop processing all rules in the ruleset for the person and the date being processed, even if there are more rules in the ruleset that are sequenced after this rule.

 

This THEN operand creates a list of supervisors that will be notified when a person’s point level changes.

This list of supervisors will be based on Supervisor Roles, the supervisor level offset, and the offset type. This operand is designed for use in the Override Person List parameter of the Send Level Change Message operand.

Parameters:

Role = Specifies which Supervisor Role to include; select All Roles, No Roles, or one of the roles defined in the Supervisor Role form. For example, if you select All Roles, then managers with any Supervisor Role assignment will be included but managers who do not have a Supervisor Role assignment will not be included. If you select No Roles, then managers who do not have a Supervisor Role assignment will be included. If you select a specific Supervisor Role, then managers who are assigned to that role will be included.

Offset = Indicates the level of supervisor that will be included. For example, if a message needs to go to a person’s Primary Supervisor and the person above the Primary Supervisor, set the Offset to 1 to specify the person above the Primary Supervisor. The default value is 0; you do not need to specify the Offset Type if the Offset is 0.

Offset Type = Can be set to Supervisor or Hierarchy.

The Hierarchy option determines the offset level of supervisors based on their hierarchy level. The hierarchy level is defined in the Person Group Manager tab of the Hierarchy Elements form.

The Supervisor option determines the offset level of supervisors based on their inclusion in the DIRECT_MANAGER or SUPERVISOR_MANAGER Person Groups. For example, a Supervisor offset of “1” will include the primary supervisor and the primary supervisor’s manager.

Note: If a manager has authority over a person through inheritance only (i.e., the manager is the primary supervisor of the employee’s manager and therefore inherits authority over the employee), then this manager will not be included in the list of supervisors to receive the message unless the Offset and Offset Type are configured appropriately.

 

The True operand always returns a value of True. For example, to make sure that a rule is executed in all circumstances, create an IF clause with only the True operand.