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You are viewing an old revision of this post, from June 17, 2021 @ 13:29:24. See below for differences between this version and the current revision.

Service Rule

Service rule is the function used by the employer to assign different roles, wages, works for multiple employees. The service rule feature is used by the manpower industries to allot several roles with respective wages to the workers. Path: HRMS - Master - Addition - Service rule  
  1. Code: The code is generated automatically when the service rule is created.
  2. Name: Enter the name of the service rule. If the employer is providing security service to different industries, enter the name as Security Service rule.
  3. Lead: Select the name of the lead. The company who is requested for the manpower service is needed to be selected here.
  4. Party: Select the party name who is opted for the manpower service. If the party name is not listed, then create new party details.
  5. Party Branch: The party may have several branches. Depending on the client's request, select the party branch. The branch list will be saved while creating party details.
  6. Work Type: Select the work type that the manpower service is going to be provided.
  7. Employees: Select the employees who are going to work under this manpower service. Select the multiple names if required.
  8. Remarks: Enter any details related to the manpower service.
  9. Service rule status: Select the active status when creating the new service rule. 
  10. Version: Enter the version number for the service rule. The service rule can be updated as per the customer's request. For each update, enter a new version number for future reference.
  11. From/To Date: Enter the start/end date for the service rule.
  12. Currency: Select the currency type which is used for providing the wages.
  13. OT Applicable: Select the Overtime Time option if the employee will be working on overtime hours.
    1. YES: Select if the employee is having OT.
    2. NO: Select if the employee is not having OT.
  14. Parent Service Rule: Select the parent for the current service rule.
  15. S.Rule Version Status: Select the active status from the picklist. The status will be active when creating a new service rule.
  16. The table is provided to create different roles along with their wages. Enter the different work type and their rate per period for the employee.
    1. Work Sub Type: This work subtype is selected as a default.
    2. Rate: Enter the wage amount for the given work type.
    3. Rate/Per: Select the timeline for the wage specified.
  17. Click the Save button to save.
 

Contents

Revisions

Revision Differences

June 17, 2021 @ 13:29:24Current Revision
Content
Deleted: <b>How to create a service rule?</b> 
 Added: Service rule is the function used by the employer to assign different roles, wages, works for multiple employees. The service rule feature is used by the manpower industries to allot several roles with respective wages to the workers.
Deleted: <b>Path: HRMS &gt; Mater&gt; Addition &gt; Service rule</b> Added: <strong>Path: HRMS - Master - Addition - Service rule</strong>
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_01.png"><img class="alignnone size-full wp-image-14290" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_01.png" alt="" width="1151" height="539" /></a>Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_01.png"><img class="alignnone size-full wp-image-14290" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_01.png" alt="" width="1151" height="539" /></a>
Deleted: &nbsp; 
Deleted: <ul> 
Deleted: <li aria-level="1"><b>Code: <span style="font-weight: 400;">Enter the employee code.</span></b></li> 
Deleted: </ul> 
Deleted: <ul> 
Deleted: <li aria-level="1">Name: <span style="font-weight: 400;">Enter the name of the employee.</span></li> 
Deleted: </ul> 
Deleted: <ul> 
Deleted: <li aria-level="1">Lead: <span style="font-weight: 400;">Select the name of the lead category with a name from the picklist.</span></li> 
Deleted: </ul> 
Deleted: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_02.png"><img class="alignnone size-full wp-image-14291" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_02.png" alt="" width="335" height="178" /></a> 
Deleted: <ul> 
Deleted: <li aria-level="1">Party: <span style="font-weight: 400;">Select the party name from the picklist.</span></li> 
Deleted: </ul> 
Deleted: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_03.png"><img class="alignnone size-full wp-image-14292" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_03.png" alt="" width="413" height="228" /></a> 
Deleted: <ul> 
Deleted: <li aria-level="1">Party Branch: <span style="font-weight: 400;">Select the party branch name from the picklist.</span></li> 
Deleted: </ul> 
Deleted: <ul> 
Deleted: <li aria-level="1">Work Type: <span style="font-weight: 400;">Select the work type of the employee.</span></li> 
Deleted: </ul> 
Deleted: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_04.png"><img class="alignnone size-full wp-image-14293" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_04.png" alt="" width="407" height="197" /></a> 
Deleted: <ul> 
Deleted: <li aria-level="1">Employees: <span style="font-weight: 400;">Select the name of other employees. Multiple names can be selected.</span></li> 
Deleted: </ul> 
Deleted: <ul> 
Deleted: <li aria-level="1">Remarks: <span style="font-weight: 400;">Enter the remarks.</span></li> 
Deleted: </ul> 
Deleted: <ul> 
Deleted: <li aria-level="1">Service rule status: <span style="font-weight: 400;">Select the active status from the picklist. </span></li> 
Deleted: </ul> 
Deleted: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_05.png"><img class="alignnone size-full wp-image-14294" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_05.png" alt="" width="407" height="197" /></a> 
Deleted: <ul> 
Deleted: <li aria-level="1">Version: <span style="font-weight: 400;">Enter the version number for the service rule.</span></li> 
Deleted: </ul> 
Deleted: <ul> 
Deleted: <li aria-level="1">From Date: <span style="font-weight: 400;">Enter the start date for the service rule.</span></li> 
Deleted: </ul> 
Deleted: <ul> 
Deleted: <li aria-level="1">To Date: <span style="font-weight: 400;">Enter the end date for the service rule.</span></li> 
Deleted: </ul> 
Deleted: <ul> 
Deleted: <li aria-level="1">Currency: <span style="font-weight: 400;">Select the currency type from the picklist.</span></li> 
Deleted: </ul> 
Deleted: <ul> 
Deleted: <li aria-level="1">OT Applicable: <span style="font-weight: 400;">Select the appropriate radio buttons.</span></li> 
Deleted: </ul> 
Deleted: <ul> 
Deleted: <li aria-level="1">YES: <span style="font-weight: 400;">Select if the employee is having OT.</span></li> 
Deleted: </ul> 
Deleted: <ul> 
Deleted: <li aria-level="1">NO: <span style="font-weight: 400;">Select if the employee is not having OT.</span></li> 
Deleted: </ul> 
Deleted: <ul> 
Deleted: <li aria-level="1">Parent Service Rule: <span style="font-weight: 400;">Select the parent for the current service rule.</span></li> 
Deleted: </ul> 
Deleted: <ul> 
Deleted: <li aria-level="1">S.Rule Version Status: <span style="font-weight: 400;">Select the active status from the picklist. The status will be active when creating a new service rule.</span></li> 
Deleted: </ul> 
Unchanged: &nbsp;Unchanged: &nbsp;
Unchanged: <ol>Unchanged: <ol>
 Added: <li aria-level="1" ><strong>Code: </strong><b> </b>The code is generated automatically when the service rule is created.</li>
 Added: <li aria-level="1" ><strong>Name</strong>: <span style="font-weight: 400;">Enter the name of the service rule. If the employer is providing security service to different industries, enter the name as Security Service rule.</span></li>
 Added: <li aria-level="1" ><strong>Lead</strong>: <span style="font-weight: 400;">Select the name of the lead. The company who is requested for the manpower service is needed to be selected here.<a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_02.png"><img class="alignnone size-full wp-image-14291" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_02.png" alt="" width="335" height="178" /></a></span></li>
 Added: <li aria-level="1" ><strong>Party</strong>: Select the party name who is opted for the manpower service. If the party name is not listed, then create new party details.<a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_03.png"><img class="alignnone size-full wp-image-14292" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_03.png" alt="" width="413" height="228" /></a></li>
 Added: <li aria-level="1" ><strong>Party Branch</strong>: The party may have several branches. Depending on the client's request, select the party branch. The branch list will be saved while creating party details.</li>
 Added: <li aria-level="1" ><strong>Work Type</strong>: Select the work type that the manpower service is going to be provided<span style="font-weight: 400;">.<a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_04.png"><img class="alignnone size-full wp-image-14293" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_04.png" alt="" width="407" height="197" /></a></span></li>
 Added: <li aria-level="1" ><strong>Employees</strong>: Select the employees who are going to work under this manpower service. Select the multiple names if required.</li>
 Added: <li aria-level="1" ><strong>Remarks</strong>: <span style="font-weight: 400;">Enter any details related to the manpower service.</span></li>
 Added: <li aria-level="1" ><strong>Service rule status</strong>: <span style="font-weight: 400;">Select the active status when creating the new service rule. <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_05.png"><img class="alignnone size-full wp-image-14294" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_05.png" alt="" width="407" height="197" /></a></span></li>
 Added: <li aria-level="1" ><strong>Version</strong>: Enter the version number for the service rule. The service rule can be updated as per the customer's request. For each update, enter a new version number for future reference.</li>
 Added: <li aria-level="1" ><strong>From/To Date</strong>: <span style="font-weight: 400;">Enter the start/end date for the service rule.</span></li>
 Added: <li aria-level="1" ><strong>Currency</strong>: <span style="font-weight: 400;">Select the currency type which is used for providing the wages.</span></li>
Deleted: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The table will be available. Enter the different work type and their rate per period for the employee.</span></li>Added: <li aria-level="1"><strong>OT Applicable</strong>: <span style="font-weight: 400;">Select the Overtime Time option if the employee will be working on overtime hours.</span>
 Added: <ol>
 Added: <li aria-level="1" ><strong>YES</strong>: <span style="font-weight: 400;">Select if the employee is having OT.</span></li>
 Added: <li aria-level="1" ><strong>NO</strong>: <span style="font-weight: 400;">Select if the employee is not having OT.</span></li>
Unchanged: </ol>Unchanged: </ol>
 Added: </li>
 Added: <li aria-level="1" ><strong>Parent Service Rule</strong>: <span style="font-weight: 400;">Select the parent for the current service rule.</span></li>
Deleted: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_07.png"><img class="alignnone size-full wp-image-14295" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_07.png" alt="" width="649" height="110" /></a>Added: <li aria-level="1" ><strong>S.Rule Version Status</strong>: <span style="font-weight: 400;">Select the active status from the picklist. The status will be active when creating a new service rule.</span></li>
Deleted: &nbsp; 
 Added: <li aria-level="1">The table is provided to create different roles along with their wages. Enter the different work type and their rate per period for the employee.<a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_07.png"><img class="alignnone size-full wp-image-14295" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Service- rule_07.png" alt="" width="649" height="110" /></a>
Deleted: <ul> Added: <ol>
Unchanged: <li aria-level="1"><b>Work Sub Type: <span style="font-weight: 400;">This work subtype is selected as a default.</span></b></li>Unchanged: <li aria-level="1"><b>Work Sub Type: <span style="font-weight: 400;">This work subtype is selected as a default.</span></b></li>
Deleted: </ul> 
Deleted: &nbsp; 
 Added: <li aria-level="1" ><b>Rate:</b> Enter the wage amount for the given work type.</li>
 Added: <li aria-level="1" ><b>Rate/Per:</b><span style="font-weight: 400;"> Select the timeline for the wage specified.</span></li>
Deleted: <ol> Added: </ol>
Deleted: <li style="font-weight: 400;" aria-level="1" ><b>Rate:</b><span style="font-weight: 400;"> Enter the rate amount for the given work type.</span></li> 
Deleted: <li style="font-weight: 400;" aria-level="1" ><b>Rate/Per:</b><span style="font-weight: 400;"> Select the period for the specified rate.</span></li>  
 Added: </li>
Deleted: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Click the </span><b>Save</b><span style="font-weight: 400;"> button to save.</span></li> Added: <li aria-level="1"><span style="font-weight: 400;">Click the </span><b>Save</b><span style="font-weight: 400;"> button to save.</span></li>
Deleted: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The pop-up will appear on the screen to confirm that the service rule is created successfully.</span></li> 
Unchanged: </ol>Unchanged: </ol>
Unchanged: &nbsp;Unchanged: &nbsp;

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