Daily Rule Groups
The Daily Rule Groups identify the validation and inter-relationships of fields, processing and outcomes to be achieved.
This is where you configure the Interpreter Daily Rules that are to be applied to calculate what Time Codes are to be used to the employee's breakdown. Once the rules of the Award/EBA are created in the Daily Rule Group Code, this is then linked to the Daily Rules Rounding Rules screen in the Initial, Pre Daily, Post Daily, Post Period, or Final positions depending on what has been configured on the Daily Rule Group.
Prerequisites
Rules and Guidelines
- The header and summary window identifies some key details and all rules for the Daily Rule Group.
- Read About Interpreter Cost Splitting.
Field Information
This is a five-character code that represents the Daily Rule Group.
There are two types of Cost Splitting Methods that can be applied to the Daily Interpreter Rules:
Options | Description |
---|---|
Cost Splitting Method C | This method is based on shift/rostered hours and splits overtime before and after the rostered shift. It will split overtime before and after the shift and allocate normal time within the shift. |
Cost Splitting Method S | This method is based on splitting hours worked BEFORE and AFTER a defined SPREAD of hours. It will split all hours before the defined spread start and after the defined spread end as overtime and the time within the spread according to the costing splitting rules specified. |
- Cost method rules and configuration will be setup and assigned to each Interpreter Daily Rule.
- Negative value may be output from Interpreter and split across certain time periods.
- Use the Distribution button to allocate the costing hours. The Distribution button will only be enabled once Cost Splitting Method C or S has been selected in this field.
This is the Time Code used in the TOTALZER Pay Period rules for Regular Hours. It is required in the Cost Splitting configuration to confirm the Regular Hours Time code. The hours are being output for overtime via the Daily Interpreter rules need to be offset against that Regular Hours Time code.
Specifies the Time code/s that have been used by the Daily Interpreter rule to pay hours for time within the actual shift/rostered hours. The Cost Splitting will ensure that all hours for these time codes are only allocated to time segments that fall within the actual shift times.
Specifies the times codes that are to be applied for worked time outside the actual shift hours. The Cost Splitting will ensure that all hours for these time codes are only allocated to time segments that fall outside of the shift times. These Time Codes are used in conjunction with the Hours Split Min and Hours Split Max fields. The Hours Split Min and Hours Split Max fields are used to determine how to split the hours by specifying the minimum and maximum range limits that are to be applied to their corresponding Time Code in this field.
Specifies the times codes that are to be applied for worked time anywhere within the hours worked according to the Hours Split Min and Hours Split Max fields. The Cost Splitting will ensure that all hours for these time codes are only allocated to times specified by the Hours Split Min and Hours Split Max fields. The Hours Split Min and Hours Split Max fields are used to determine how to split the hours by specifying the minimum and maximum range and limits that are to be applied to the corresponding Time Code in this field.
Specifies the minimum / start point that is to be used to determine how to split the hours that are to be allocated for the hours worked for the corresponding Time Code. The Cost Splitting will ensure that all hours for these time codes are only all allocated to times specified by the Hours Split Min and Hours Split Max fields. For example if OT1.5 is specified as a "Time Code Outside Shift" with Min/Max values of 00.00 to 02.00 it will allocate all the hours determined by the Interpreter Daily rules for OT1.5 to the time segments that occur outside of the shift hours up to a maximum of 2.0 hours of worked time. It must be assumed that the as the limit of 2.0 hours specified for the cost splitting rules that the Interpreter Daily rules will have only been configured to pay the first 2 hours of overtime at OT1.5.
Specifies the maximum / end point that is to be used to determine how to split the hours that are to be allocated for the hours worked for the corresponding Time Code. The Cost Splitting will ensure that all hours for these time codes are only all allocated to times specified by the Hours Split Min and Hours Split Max fields. For example if OT2.00 is specified as a "Time Code Outside Shift" with Min/Max values of 02.00 to 99.50 it will allocate all the hours determined by the Interpreter Daily rules for OT2.0 to the time segments that occur outside of the shift hours after 2.0 hours of worked time. It must be assumed that the as the Hours Split Min start point of 2.0 hours and the limit of 99.50 (the default maximum) specified for the cost splitting rules that the Interpreter Daily rules will have only been configured to pay the overtime at OT2.0 after the first hours.
Specifies the start time from which the Cost Splitting rules will commence to redistribute the Interpreter Daily rule values relative to the time code specified and any Hours Split Min or Hours Split Max values. The valid values for this field are:
- I = First Clock IN time (rounded)
- SS = Shift Start Time
- SE = Shift End
- nn:nn = a valid time in 24 hour format.
Specifies the end time to which the Cost Splitting rules will end when redistributing the Interpreter Daily rule values relative to the time code specified and any Hours Split Min or Hours Split Max values. The valid values for this field are:
- O = Last Clock Out time (rounded)
- SS = Shift Start
- SE = Shift End
- nn:nn = a valid time in 24 hour format.
Specifies the specific day to which the Cost Splitting rules are to apply.
This is the Time Code used in the TOTALZER Pay Period rules for Regular Hours. It is required in the Cost Splitting configuration to confirm the Regular Hours Time code as any hours are being output for overtime need to be offset against that Regular Hours Time code.
Specifies the times codes that are to be applied for worked time anywhere within the hours worked according to the Hours Split Min and Hours Split Max fields. The Cost Splitting will ensure that all hours for these time codes are only allocated to times specified by the Hours Split Min and Hours Split Max fields. The Hours Split Min and Hours Split Max fields are used to determine how to split the hours by specifying the minimum and maximum range and limits that are to be applied to the corresponding Time Code in this field.
Specifies the minimum / start point that is to be used to determine how to split the hours that are to be allocated for the hours worked for the corresponding Time Code. The Cost Splitting will ensure that all hours for these time codes are only all allocated to times specified by the Hours Split Min and Hours Split Max fields. For example if OT1.5 is specified as a "Time Code" with Min/Max values of 00.00 to 02.00 it will allocate all the hours determined by the Interpreter Daily rules for OT1.5 to the time segments determined by the values specified in the "From Time" to "To Time" up to a maximum of 2.0 hours of worked time. It must be assumed that the as the limit of 2.0 hours specified for the cost splitting rules that the Interpreter Daily rules will have only been configured to pay the first 2 hours of overtime at OT1.5.
Specifies the maximum / end point that is to be used to determine how to split the hours that are to be allocated for the hours worked for the corresponding Time Code. The Cost Splitting will ensure that all hours for these time codes are only all allocated to times specified by the Hours Split Min and Hours Split Max fields. For example if OT2.00 is specified as a "Time Code" with Min/Max values of 02.00 to 99.50 it will allocate all the hours determined by the Interpreter Daily rules for OT2.0 to the time segments determined by the values specified in the "From Time" to "To Time" up to a maximum of 2.0 hours of worked time. It must be assumed that the as the Hours Split Min start point of 2.0 hours and the limit of 99.50 (the default maximum) specified for the cost splitting rules that the Interpreter Daily rules will have only been configured to pay the overtime at OT2.0 after the first hours.
If ticked, the entire Rule Group becomes active.
If ticked, the entire Cost Method splitting becomes active. If left unticked, no cost splitting will be applied.
This is a description of the Daily Rule Group code.
This makes the Rule to be easily identifiable.
Determine the point at which the Interpreter Rules are integrated and processed within the existing Preceda Time Rules.
Interpreter Hook | Description |
---|---|
Pre Daily | Pre Daily and Overtime Rules |
Initial | Initial (i.e. data will be interpreted before Preceda Time starts to store the information for later use) |
Post Daily | Post Daily and Overtime Rules |
Post Period | Post Pay Period and Overtime Rules |
Final | Post Premium Rules and Configuration |
To add a new record: Highlight the first row and drill down.
This is applied to a Daily Rule Group Code.
- Rule Numbers are created sequentially of up to a maximum of 9999 rules.
- Rules should be setup in a logical sequence (e.g. 10, 20, 30) to allow for additional rules when required, should rule conditions change or in the case of any logical mistakes.
This field describes the purpose of the Daily Rule.
This enables users to identify what the Daily Rule is supposed to do.
This section is used as a filter/selection criteria to determine what is to be processed and if a calculation and processing steps are to be executed or not. This section is specific to the Criteria Type being used in conjunction with the Value to Test for that Criteria Type to determine if a calculation is to be executed.
This field describes the purpose of the Criteria and its function.
This enables users to identify what the Criteria is supposed to do. Wording this field well gives clarity to other users who are trying to interpret what the Rule is designed for and what it is designed to do.
The type of day required for this rule:
- If the rule is to apply for every day of the week, Weekday is selected. Alternatively, a rule can be entered separately for each day.
The Criteria Type being used in conjunction with the Value to Test for that criteria type to determine if a calculation is to be executed.
The following will determine the type of test to be used if the rule is to be executed.
Criteria Type | Description |
---|---|
Actual FIRST In Clocking Time | Time of the actual non rounded first IN clocking time for the current shift |
Actual LAST Out Clocking Time | Time of the actual non rounded last OUT clocking time for the current shift |
Assessment Type | This references the Assessment Type field from the Annualised Salary Conditions section of the Time Details Screen. |
Costing Account |
This references the effective dated Costing Level 7 record of the employee from the Costing screen. |
Costing Department | This references the effective dated Costing Level 6 record of the employee from the Costing screen. |
Costing Level 1 | This references the effective dated Costing Level 1 record of the employee from the Costing screen. |
Costing Level 2 | This references the effective dated Costing Level 2 record of the employee from the Costing screen. |
Costing Level 3 | This references the effective dated Costing Level 3 record of the employee from the Costing screen. |
Costing Level 4 | This references the effective dated Costing Level 4 record of the employee from the Costing screen. |
Costing Level 5 | This references the effective dated Costing Level 5 record of the employee from the Costing screen. |
Double Shift | This criteria will check if a shift is effectively the second of a Back-to-Back shift (Double shift). It is used in conjunction with a Replacement Time Code's New Shift flag. If a segment of a shift contains a Replacement Time Code with the New Shift flag set to 'Y', but is not also mapped to an alternate daily rule, the system will check the previous segment's (if one exists) Out Time against this segment's In Time. If the difference is less than the defined Shift Divide Hours (on the Overtime Screen), then the segment will be treated as if it was a Double (Back-to-Back) shift. |
Employee Type Code | The Employment Type of Permanent, Casual, Part Time etc assigned to an employee |
Group Code | The Time Management Group Code assigned to an employee |
Holiday Day Flag | Determines if the current day is a Public Holiday as defined in the Public Holiday window |
Holiday Day Flag Clock IN | Criteria is valid when the date/time of the clock IN day is flagged as a Public Holiday |
Holiday Day Flag Clock OUT | Criteria is valid when the date/time of the clock OUT day is flagged as a Public Holiday |
Holiday Day Flag Clock OUT Next Day |
Determines if the next day, that is the time from midnight on the day immediately after the clock IN day is also flagged as a Public Holiday. If the next day is NOT flagged as a PH then the criteria rule will not be valid. |
Hours Worked within Roster on Clock OUT NEXT Day |
Determines if any shift hours were worked from midnight or from the first Clock IN on the Clock OUT day (whichever occurs last) to the Rostered (Scheduled) Shift End time (if present) on the day immediately after the Clock IN day and is part of a time segment linked to a clock IN day of the previous day. If no shift is present, then the criteria rule will not be valid. Note: Unlike the Shift Hours Worked on Clock Out Next Day option, the calculation will not be affected if the Rostered Shift Start Day and Rostered Shift End Day are either on the same day or two separate days. |
Last Out Clocking on Previous Day | Determines the time of the last out clocking based on a rounded times for the previous shift days immediately prior to the current shift. |
Overtime Outer Limit | This references the Overtime Hours Outer Limit field from the Annualised Salary Conditions section of the Time Details screen. |
PH Total Hours Worked |
Is the total of the worked hours for all segments of time related to the current shift? The value of the total hours worked (based on rounded clocking time) on the day less the automatic break deductions.
|
Penalty Outer Limit | This references the Ordinary Penalty Hours Outer Limit field from the Annualised Salary Conditions section of the Time Details screen. |
Result Time From Rule | Determines the calculated result of a previous TIME rule. The rule number must be less than the current rule. |
Result Value From Rule | Determines the calculated result of a previous VALUE. The rule number must be less than the current rule. |
Roster Code | The Rostered Code assigned to an employee. |
Rostered Hours | The total rostered hours for all shifts related to the current day. It will deduct the time between the Begin Meal and End Meal or the auto deduct meal break times to test against. |
Rostered Meal Break End | Time of the rostered meal break end on the shift day. |
Rostered Meal Break Start | Time of the rostered meal break start on the shift day. |
Rostered Shift End Time | The time of the rostered shift end time for the day. |
Rostered Shift Start Time | The time of the rostered shift start time for the day. |
Rounded End Time Out | Value of the employee's last rounded out clocking time for the shift day. |
Rounded Start Time In | Value of the employee's first rounded in clocking time for the shift day. |
Salary Code | This references the effective dated Salary Code against the employee on the Salary screen. |
Shift Code | Shift Code allocated to the employee on the Time Management Details window. |
Shift Hours Worked | The hours worked (based on Rounded times) between rostered shift start and rostered shift end times less the rostered meal break. |
Shift Hours Worked from Time | The shift hours (based on Rounded Times) between a specified time and rostered shift end times less the rostered meal break. |
Shift Hours Worked on Clock IN day |
Determines if any shift hours were worked from Rostered (Scheduled Shift Start Time (if present) on the Clock IN date/time to midnight or last clock OUT on the Clock IN day (whichever occurs first). If no shift is present then the criteria rule will not be valid. |
Shift Hours Worked on Clock OUT NEXT day |
Determines if any shift hours were worked from midnight or from the first Clock IN on the Clock OUT day (whichever occurs last) to the Rostered (Scheduled) Shift End time (if present) on the day immediately after the Clock IN day and is part of a time segment linked to a clock IN day on the previous day AND where the Rostered Shift Start Day is the previous day to the Rostered Shift End Day. If no shift is present, then the criteria rule will not be valid. |
Shift Meal Break Length | The elapsed time for the meal break. |
Time User Field 1 | This references the values from Time User Code Mapping which are linked to Time User Code 1. |
Time User Field 2 | This references the values from Time User Code Mapping which are linked to Time User Code 2. |
Time User Field 3 | This references the values from Time User Code Mapping which are linked to Time User Code 3. |
Time User Field 4 | This references the values from Time User Code Mapping which are linked to Time User Code 4. |
Time User Field 5 | This references the values from Time User Code Mapping which are linked to Time User Code 5. |
Time User Field 6 | The Time User Field 6 criterion only looks at the Employee's Master File Time User 6 code value and not any override values specified in Time Editor. |
Time User Field 7 | The Time User Field 7 criterion only looks at the Employee's Master File Time User 7 code value and not any override values specified in Time Editor. |
Total Elapsed Hours | The number of elapsed hours between the Actual first in clocking of the worked shift and the Actual last out clocking. The meal break time will be automatically deducted unless there is punching in/out for meal breaks or the Time Editor has split times. |
Total Hours Worked | Retrieves the total of the worked hours, based on rounded times, for all segments of time related to the current shift. This will mean that applicable auto-deducted meal breaks have been applied as per the daily rules. |
Total Hours Worked from Time | The hours worked (based on rounded times) between the time specified and the last clock out for the day less the rostered meal break. |
Total Hours Worked on Clock IN day | This calculates the hours worked form 1st Clock IN date/time to midnight or last clock OUT on the clock IN day (whichever occurs first). |
Total Hours Worked on Clock OUT NEXT day | This calculates the hours worked from midnight or the first clock IN on the clock OUT day (whichever occurs last) to last clock OUT date/time on the day immediately after the clock IN day and is part of a time segment linked to a clock IN day on the previous day. |
Total Hours for Specified Time Code | This summarises the total number of hours calculated against a specified Time Code |
Total Hours for Specified Timecode for Day | This calculates the Total Hours worked for a specified Time Code for a Calendar Day. For this criteria, a times segment's Calendar day is the day at which the shift commenced. |
Total Hours for Time Code Override | The Total Hours for Time Code Override is exactly the total hours for a Time Code Override. |
Used only when the Criteria Type is equal to:
- Result Time from Rule
- Result Value from Rule
- Total Hours for Specified Time Code
The value is manually entered and is dependant upon the Selection value selected.
Determines if this operator will be used to test if the value specified in the Test Value field is true or false.
The operator value that will be used in conjunction with the Criteria Type.
Options |
---|
After |
Before |
Between |
Equals |
Greater Than |
Greater Than or Equal To |
Less Than |
Less than or Equal To |
Not Equal To |
When using Between as the Operator the following rules will apply to the Test Values associated with the Between Operator.
- A value of 00:00 is recognised as midnight. 24:00 is not valid.
- The maximum spread of time cannot exceed 23:59.
- A TO value which is > the From value will always be recognised as the next day.
- A TO value which is > the From value will always be recognised as the same day.
Used in conjunction with the Operator, this will verify if the Test Value specified is true or false.
- The value entered is compared to the value calculated by the Criteria Type function using the value specified in the Operator field.
- If the comparison evaluates to false then the rule will not be executed.
- If the comparison evaluates to true then the rule may be executed depending on the result of Condition Type 2 and if the evaluates to true.
- The value is manually entered and is dependant upon the Criteria Type value selected,
Determines if a second Criteria Type is required for the Rule being executed.
Options |
---|
AND |
OR |
Identifies if there will be no further processing within this rule group.
If the criteria parameters and conditions specified are met nominate the rule to jump to for further processing.
If the criteria parameters and conditions specified are not met nominate the rule to jump to for further processing or enter 9999 to exit.
The Processing Steps section is where you define what the Rule needs to do.
This process uses a source value for the time or value calculation purposes and can include:
- Total Hours Worked
- Total Hours for a Specified Time Code
- In/Out Clocking Times
- Total Rostered Hours
- Result of a Previous Rule Calculation
The processing Step Number to be applied can be sequentially up to a maximum of 99 steps.
It is preferable that Steps are created in a logical sequence (e.g. 10, 20, 30) to allow for additional steps should step conditions change or in the case of any logical mistakes.
Determines if a source value for the time calculation method for this step is defined.
Options | Description |
---|---|
Actual First IN Clocking Time | Time of the actual non rounded first IN clocking time for the current shift |
Actual Last OUT Clocking Time | Time of the actual non rounded last OUT clocking time for the current shift |
Hours Worked within Roster on Clock OUT NEXT Day |
Determines if any shift hours were worked from midnight or from the first Clock IN on the Clock OUT day (whichever occurs last) to the Rostered (Scheduled) Shift End time (if present) on the day immediately after the Clock IN day and is part of a time segment linked to a clock IN day of the previous day. If no shift is present, then the criteria rule will not be valid. Note: Unlike the Shift Hours Worked on Clock Out Next Day option, the calculation will not be affected if the Rostered Shift Start Day and Rostered Shift End Day are either on the same day or two separate days. |
Last Out Clocking on Previous Day | Determines the time of the last out clocking, based on rounded times, on the previous day immediately prior to the current shift. |
Overtime Outer Limit | This references the Overtime Hours Outer Limit field from the Annualised Salary Conditions section of the Time Details screen. |
PH Total Worked Hours |
The total of the worked hours for all segments of time related to the current shift. The value of the total hours worked (based on Rounded clocking times) on the day less the automatic break deductions. Any Shift that overlaps on a PH will have all the shift hours calculated as being on a PH. |
Penalty Outer Limit | This references the Ordinary Penalty Hours Outer Limit field from the Annualised Salary Conditions section of the Time Details screen. |
Result Time from Processing Step | Determines the calculated result of a previous TIME Processing step rule. The step number must be less than that of the current step. |
Result Time from Rule | Determines the calculated result of a previous TIME rule. The rule number must be less than the current rule. |
Result Value from Processing Step | Determines the calculated result of a previous VALUE Processing Step. The step number must be less than the current step. |
Result Value from Rule | Determines the calculated result of a previous VALUE rule. The rule number must be less than the current rule. |
Rostered Hours | The total rostered hours of all shifts related to the current day. The time will be deduct between the Begin Meal and End Meal or the auto deduct meal break times to test against. |
Rostered Shift End Time | The time of the rostered shift end time for the day. |
Rostered Shift Start Time | The time of the rostered shift start time of the day. |
Shift Hours Worked | The hours worked (based on rounded times) between rostered shift start & rostered shift end times less the rostered meal break. |
Shift Hours Worked on Clock IN day | Calculates the shift hours only worked from rostered Shift Start Time (if present) on the Clock IN date/time to midnight or last clock OUT on the clock IN day (whichever occurs first). If there is no shift present then the rule will return a value of zero (0). |
Shift Hours Worked on Clock OUT NEXT day |
Determines if any shift hours were worked from midnight or from the first Clock IN on the Clock OUT day (whichever occurs last) to the Rostered (Scheduled) Shift End time (if present) on the day immediately after the Clock IN day and is part of a time segment linked to a clock IN day on the previous day AND where the Rostered Shift Start Day is the previous day to the Rostered Shift End Day. If no shift is present, then the criteria rule will not be valid. |
Shift Meal Break Length | The elapsed time for the meal break. |
Specified Value | User defined numeric value only nnn.nn that is to be used as a source value for the calculation process. |
Total Elapsed Hours | Number of elapsed hours between the Actual first in clocking of the worked shift and the Actual last out clocking. The meal break time will be automatically deducted unless there is punching in/out for meal breaks or the Time Editor has split times. |
Total Hours Worked | Retrieve the total of the worked hours, based on rounded times, for all segments of time related to the current shift Resulting in the applicable auto-deducted meal breaks have been applied as per the daily rules. |
Total Hours Worked on Clock IN Day |
This calculates the hours worked from 1st Clock IN date/time to midnight or last clock OUT on the clock IN day (whichever occurs first).
|
Total Hours Worked on Clock OUT next Day |
This calculates the hours worked from midnight or the fist clock IN on the clock OUT day (whichever occurs last) to last clock OUT date/time on the day immediately after the clock IN day and is part of a time segment linked to a clock IN day on the previous day.
|
Total Hours for Specified Timecode | This summarises the total number of hours calculated against a specified Time Code. |
Total Hours for Specified Timecode/ Daily Rule |
This will use the Total Hours Worked for a Specified Timecode only on the Daily Rule it is written for. This summarises the total number of hours calculated against a specified Time Code for any segments in a shift that have been assigned to the Daily Rule that the Daily Rule group is attached to. Note: This Source Type is designed to work when the TIME configuration option (Prevar *PRECEDATIME_0000001 Position 1 set to 'Y') is set to allow multiple Daily Rules to be assigned to different segments within the same shift. If this option is not turned on, then this option will function in the same manner as the source type Total Hours for Specified Timecode. |
Total Hours for Specified Timecode for Day | This calculates the Total Hours worked for a specified Time Code for a Calendar Day. |
A From Time to be used with the Source Type and is only used if the Source Type is a Hours Type. e.g. Rostered Hours worked. Between times assumed, if used.
- A valid time of 00:00 thru 23:59
- A shift event time - SS - Schedule Shift Start, MS - Schedule Meal Start, ME - Rostered Meal End, SE - Rostered Shift End.
A To Time to be used with the Source Type and is only used if the Source Type is a Hours Type. e.g. Rostered Hours worked. Between times assumed, if used.
- A valid time of 00:00 thru 23:59
- A shift event time - SS - Schedule Shift Start, MS - Schedule Meal Start, ME - Rostered Meal End, SE - Rostered Shift End. (Not currently available)
Any additional parameters for the calculation process.
- A valid Time Code value provided that the Source Type is equal to Total Hours for Specified Time Code.
- A numeric value only is allowed provided the Source Type is equal to Specified Value.
This section performs operations such as addition, subtraction, multiplication and division using values or results from previous rules to output a calculated hours for a specified time code. This performs transformation of time codes from one payment type to another and can manipulate previously calculated values.
An arithmetic operation which can manipulate the value returned by the Calculation Source Value.
Options |
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Add |
Subtract |
Multiple |
Divide |
The type of value that will be used to modify the source value.
Options |
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Result Value From Rule |
Result Value From Processing Step |
Result Time From Rule |
Result Time From Processing Step |
Additional parameters for the calculation function.
- A manually entered value used to modify the Source Value that is used by the arithmetic operation if the Target Type = Specified Value.
The output type for the result of the time calculation method.
- If left blank the result of the rule will be stored as a variable which can be accessed by a subsequent rule.
- Replace - The Calculated value will be output to Time Editor and replace ALL records with the same Time Code.
- Add - The output value for the Time Code will be added to the Time Editor.
Is the value calculated for this rule to be rounded back or forward?
Options |
---|
Backwards |
Forwards |
Both |
The increment value to be rounded relative to the Round Type.
Options |
---|
Actual |
1/10 Hours |
1/4 Hours |
1/2 Hours |
1 Hour |
This is the text that qualifies the intention of the processing rule.