Before creating workforce rules

Define the operating question

Define the operating problem, employee context, and review owner before adding rules.

Write the purpose before the rule

State the business reason, affected roles, review owner, employee notice, and expected action before configuring a technical rule.

• Confirm the responsible owner.
• Use the minimum visibility needed.
• Check related records before acting.
• Document corrections and decisions.

Use the narrowest useful signal

Choose only the activity, schedule, project, or attendance context required to identify the exception. Avoid collecting unrelated data.

Review before acting

Treat a rule match as a prompt for review. Check surrounding records and legitimate exceptions before making a management decision.

Document the outcome

Record whether the event was corrected, approved, escalated, or closed so repeated reviews remain consistent.