Modify business rule conditions

While adding a new business rule, or modifying an existing one, you can change the conditions of the rule. To do so, click on the wrench icon in the Condition section. This will bring you to the Edit Condition page.

Using the three sections on the left side of the page, you can change the criteria persons must meet in order to qualify for the business rule. On the right, you can see a searchable list of qualifying person records.

Contract Status

Here, you can choose whether the business rule applies to employees with active or inactive employment contracts. An "active" contract is one whose start date is before today, and whose end date is after today.

Timeframe

This section is only applicable if the selected contract status is "Active". You can modify the number of days before contract start, or after contract end, that the business rule will apply. For example, if you wanted a rule that applies five days before contract start, you would put the number "5" in the Days Before Start box.

Options

With the Options area, you can additional criteria to filter down the list of qualifying persons. This criteria can be based on department or attribute values.

Note: Multiple filters can be added to both departments and attributes. When multiple filters are present, each filter of the same type is evaluated with OR logic (department A OR department B). When filters of both types are present, they are grouped together with AND logic. (department A AND attribute B).

Add a Departments filter

To begin adding a Department filter, click on its plus sign button.

This will present you with a dropdown list, and a list of departments that have been added. To add a department, find or search for it in the dropdown, and click on the plus sign button. To remove a department that you've already added, click its trashcan button.

Add a Title filter

To begin adding a title filter, click on its plus sign button.

This will present you with a dropdown list, and a list of titles that have been added. To add a title, find or search for it in the dropdown, and click on the plus sign button. To remove a title that you've added, click on its trash can button.

Add an Attributes filter

You may add as many attribute filters to a condition as you would like. Each attribute filter you add will look at a single attribute, and can accept any number of values. To begin adding an attribute filter, click its plus sign button. This will add a single attribute filter to the rule.

Click on the filter to start configuring it. You will be presented with a dropdown, and a single text box.

Within the dropdown, you may select a single attribute. These are attributes that are brought over from your source system.

Within the text box, you may provide a value that HelloID will look for within the selected attribute. Any person with that value will qualify for the filter. To look for another value, you may add additional text boxes by clicking the plus sign button. Every provided value is evaluated as an OR—that is, qualifying persons may have any of the provided values.

The following animation shows you how you can look for more than one value in an attribute. It creates a filter that looks for either "M" or "F" in the gender field.

Finishing up

When you are finished making changes to the rule's condition, click the Apply button to return to the previous page.