Define Business Rules

Define rules for the Xenial applications to meet the company's unique business needs. The business rules are contained in the following business rule groups:

To define business rules:

  1. From the Xenial Portal, select Data Management.

  2. From the Staff Settings menu, select Business Rules.

  3. Select the desired business rules group. Each business rules group record includes two sections:

    • General - The numeric identification code, name, and description of the business rules group

    • Items - The rules included in the business rules group

  4. Open the Items section to access the business rules.

  5. Edit the Value field of each listed business rule.

  6. Select Save.

Business Rules

The following table describes the rules in the Business rules group.

Rule

Description

Business Start Time

The time of day when the business starts.

Default Login Landing Page

The default landing page when logging into the Xenial Back Office.

Staff

The following table describes the rules in the Staff business rules group.

Rule

Description

Assign Next Available Employee ID

If enabled, automatically assign the next available employee ID to new employee records.

Blind Validate Employee SSN Entry

If enabled, mask the Social Security Number (SSN) when validating the SSN of an employee.

Calculate Hours for Salaried Employee

If enabled, include hours worked by salaried employees in payroll labor calculations.

Calculate Net Sales by Employee

If enabled, calculate Net Sales for each employee.

Reserved Employee IDs Count

The desired number of reserved employee IDs that cannot be assigned to employees.

Calculate Business Date Ahead of Calendar Date

If enabled, allocate the assigned business date ahead of the calendar date when calculating payroll wages.

Punches Rounding

From the dropdown menu, select the desired increment in minutes to round employee punch records.

Payroll

The following table describes the rules in the Payroll business rules group.

Rule

Description

Average Daily Salary for All Managers

The average daily salary earned by store managers.

Include Tips in Minimum Wage Adjustment

If enabled, tips earned are factored in when applying the minimum wage adjustment.

Maximum Payroll Transmission Days

The maximum number of days of payroll to transmit at a time.

Number of Work Weeks in a Year

The collective number of weeks that employees work each year.

Pay Period Start Day of Week

The day of the week when the pay period begins.

Pay Period Start Time of Day

The time of day when the pay period begins.

Pay Period Work Days in Week

The collective number of days that employees work each week in a pay period.

Pay Period Work Hours in Day

The collective number of hours that employees work each day in a pay period.

Payroll Transmission Cut Off Time

The time of day when payroll must be transmitted.

Salary Employees Calculated in OT

If enabled, include hours worked by salaried employees in overtime calculations.

Salary Employees Included in Payroll Export

If enabled, include hours worked by salaried employees when exporting payroll.

Salary Employees Included in Reports

If enabled, include hours worked by salaried employees on payroll reports.

Salary Employees Included in Labor Calculation

If enabled, include hours worked by salaried employees in payroll labor calculations.

Payroll Rate Precision

The number of decimal places of precision to use when calculating salary rate to hourly rate.

The default is four decimal places (0.0000).

Payroll Wages Precision

The number of decimal places of precision to use when calculating payroll wages.

The default is two decimal places (0.00).

Payroll Hours Precision

The number of decimal places of precision to use when calculating payroll hours.

The default is two decimal places (0.00).

Payroll Rounding Method

The rounding method to use when calculating payroll.

  • Up - (e.g. 9.371 with two decimal places is rounded up to 9.38)

  • Down - (e.g. 9.379 with two decimal places is rounded down to 9.37)

  • Nearest - (default) (e.g. 9.375 with two decimal places is rounded to 9.38)

  • Banking - (e.g. 9.375 with two decimal places is rounded to 9.38 while 9.365 is rounded to 9.36)

Schedule

The following table describes the rules in the Schedule business rules group.

Rule

Description

Maximum Consecutive Days per Week

The maximum number of days an employee can work in a row in a week.

Maximum Shift Hours per Day

The maximum number of hours an employee can work per day.

Roles Allow View Rate of Employee Shift

The names of roles that can view the pay rate for each employee shift on the labor schedule.

Shift Default Length

The default length (in hours) of an employee shift.

Shift Maximum Length

The maximum length (in hours) of an employee shift.

Shift Minimum Length

The minimum length (in hours) of an employee shift.

Log Schedule Publishing to

The location of where the Log Schedule is published.

Track Skill Level Per Employee Job

If enabled, employee skill levels for each job are tracked. The manager can consider skill levels when assigning employees to shifts.

Restrict Clopenings

Enforce local and state ordinances around Fair/Predictive Scheduling practices.

"Clopenings" refers to the practice of scheduling the same employee for a closing shift and a subsequent opening shift on a consecutive day.

Employees must have at least X number of hours between shifts to ensure adequate rest and commute time.

In most states, this number is 11.

Number of Hours Between Closing and Opening Shift

The minimum number of hours that must pass between consecutive closing and opening shifts for an employee.

Out Of Hours Scheduling

Allow employee scheduling between the store open and close time + "Post-Scheduling Window"

The "Post-Scheduling Window" is defined using the Store Hours Config editor, which is accessible from the Back Office Settings menu of Data Management.

Enforce Store Hours

Enforce the employee scheduling restrictions defined by the Store Hours Config editor, which is accessible from the Back Office Settings menu of Data Management.

Remove Variance Bar

Remove the variance bar from the employee schedule.

The variance bar provides details about the variance between the scheduled labor and the labor requirements.

Schedule Bucket Size

The number of minutes to use when defining buckets of time on employee schedules. Allowed values: 15, 30, 60