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Several policy layers resolving to one effective result Several policy layers resolving to one effective result Use Applies to to decide who a policy reaches. You can start with Everyone, then add a more specific policy for selected people, positions or departments when their rules differ.

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Choose the audience

1

Open the policy

Go to Policies, choose its tab, then add a policy or open an existing row and select Edit.
2

Set Applies to

Choose Everyone for a workspace-wide rule, or the specific option (its wording varies by tab) and select at least one target.
3

Activate it

Set Status to Active, then save. Draft and archived policies do not take effect.
When several active policies match, a direct person target is more specific than a position, a position is more specific than a department, and a department is more specific than Everyone. Some families combine compatible settings; others select the most specific matching policy.

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Preview the result

Open Policy options (the three-dot menu beside Add) and choose Policy tester. Pick a person to use their current assignments, or choose Simulate to test a position, department and location without changing anyone. The cards name the policies that apply. Where several rules contribute, the result also names which policy supplied each requirement. Check one person who should receive the rule and one who should not. For example, a schedule policy requiring Position for a department should contribute that requirement for a member of that department. A person outside it may still have the same requirement from a different policy: read the source name rather than checking only the final result. If the expected rule is missing, check its Active status, the person’s current assignments and its targets. For families with location-scoped matching, select the location you want to test. Overtime, premium-hours and compliance rules do not take a location target. Simulate does not represent a real person, so it cannot match a policy targeted directly to that person. Policy tester showing Anna Kask and the policies supplying her clocking and schedule requirements Policy tester showing Anna Kask and the policies supplying her clocking and schedule requirements

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Resolve equal matches

Two equally specific policies in one family may disagree. Where conflict checks are available, Begin marks both rows and names the setting that differs. Change the targets or align the settings so the effective result is unambiguous.
Conflict marks appear only when conflict checks are enabled for your workspace and a scan has completed. If you do not see them, use Policy tester to check the effective result.

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Next

Time off and entitlements

Apply leave and balance rules to the right people.

Clocking restrictions

Combine audience and workplace rules for clocking.

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