Help topic

Workforce rules

Set staffing and financial requirements, see how they affect approvals, and save the results.

Workforce rules describe staffing or financial requirements and compare them with your workforce information. A rule can check a minimum level of staffing, a maximum FTE budget, a cost limit, or a fixed cost target. It defines what to measure, which records and dates to include, and the target those results should meet.

Your organization also chooses what happens when a requirement is not met. A rule can provide information, show a warning, or prevent a submission, approval, or application. Rules help you review decisions; they do not create positions, assign employees, or build schedules. Start with the overview and a worked example, then create a rule and check its results. Keep targets, measured results, and action responses separate when interpreting a warning or deciding what to change.

Choose an article

How it works

Understand workforce rules
Learn what workforce rules check, how targets and dates produce a result, and when a warning or block affects a change.

Create and maintain rules

Create and change a workforce rule
Set a rule's scope and dates, review its first requirement, and distinguish policy changes from corrections.

Check and use results

Check rules and save results
Choose records and dates, review each rule’s result and how it affects a change, then save the results.

Reference and examples

Workforce rule examples
Follow a fixed staffing minimum, a job-code staffing target, and a budget-period cap.

Fix a problem

Fix workforce rule results
Check unexpected rule results, missing information, warnings, and blocked actions before changing staffing or targets.

Import workforce rules
Use an import file to add or update staffing requirements and cost limits, then check the results.