Rules Import File Format

Header Description Req. Notes
Name This column is for the name of the rule as it should appear in imports and on product screens. Y Unique names are required unless you are editing an existing rule.
Description This column is for the description of the rule. Y  
Timeframe This column is for designating the timeframe for which the rule applies. Y Valid options are day, week or timesheet.
Condition This column is for designating the condition that will be applied to the hours field when applying this rule. Y Valid values are g, ge, e, ne, lt or lte. g corresponds to greater than, ge to greater than or equal to, e to equal, ne to not equal to, lt to less than, and lte to less than or equal to.
Hours This column is for designating the trigger number of hours that apply to this rule. Y  
Target This column is for designating the type of hours that apply to this rule. Y Valid values are all or excess.
Day This column is for designating a day(s) of the week for applying this rule. N Valid values are weekday, weekendday, monday, tuesday, wednesday, thursday, friday, saturday or sunday.
Project This column is for selecting projects when a rule only applies to specific projects. This field may be renamed in your system. N  
Activity This column is for selecting activities when a rule only applies to specific activities. This field may be renamed in your system. N  
Pay Type This column is for selecting pay types when a rule only applies to specific pay types. This field may be renamed in your system. N  
Bill Type This column is for selecting bill types when a rule only applies to specific bill types. This field may be renamed in your system. N  
Autoreject This column is for designating a rule that should result in an automatic rejection of sheet submission when the rule is triggered. N Valid values are yes and no.
Reason This column is for entering the reason users should see on an auto-rejected sheet and only applies when the Autoreject field is set to yes. N  
Autoaccrual This column is for designating a rule that should result in an automatic accrual when the rule is triggered. N Valid values are yes and no.
AccrueItem This column is for selecting the Pay Type to which the time is accrued and only applies when the Autoaccrual field is set to yes. N