“Smart Rules” are used to set up employee templates that can be used to automatically include employee information such as position, schedules, bonuses etc.
Smart Rules can be used as an “Employee Template” when adding employees via the Wizard.
To add a Smart Rule:
- Go to the drop down box beside your name > Settings > Smart Rules > Add a New Smart Rule.
- Choose a name for your Smart Rule and choose which employee status and type it will affect and hit “Create”
And that’s it! You can now use this Smart Rule when adding new employees to automatically add these information for you.
If you have other questions, drop us a message at firstname.lastname@example.org. We’d be happy to help!