Compliance rules

A compliance policy checks the schedule against a limit you configure. It can warn, block with an override, or block with no override. It is a scheduling control, not a statement that the schedule complies with the law.

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Start from a template or a blank rule

The template library can install a set of rules for Estonia, Latvia, Lithuania or the EU baseline. Review every installed rule before you activate it. Templates are a starting point and may not cover contracts, agreements or later legal changes. Choose a blank rule when you already know the measure, condition and time window you need. Use At most for a ceiling, such as the most worked hours allowed, and At least for a floor, such as the required rest. Per decides what is counted together: a day, week, rolling period, shift or rest after a shift. A rest rule takes Only shifts longer than (hours), so short shifts do not trigger it, and any rule can be limited with Only shifts matching. For a company rule that warns above 10 scheduled worked hours in a day, choose Worked hours, At most, value 10, Per set to Day, and Warn. This illustrates the controls; it is not a legal limit. A weekly ceiling needs Per set to Week instead of multiplying a daily rule.

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Create and activate rules

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Check the rule on a schedule

Use Policy tester to confirm the intended person receives the rule. The tester lists matching compliance rules; test the actual limit while editing a relevant shift on the schedule. For the example above, compare a day below the cap with a day above it and check the warning before keeping the change. A compliance rule has no location target: it measures a person’s whole period, and the working-time limits it encodes count every hour they work, wherever they work it. To count one site’s shifts only, add a Locations filter to the rule itself under Only shifts matching.

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Respond to a schedule message

Warn lets the editor keep the shift. Block asks them to confirm Keep anyway. Block — no override requires the schedule to change before the shift can be saved. A block also answers somebody taking an open shift. The rules are checked against that person’s week, and either kind of block refuses them outright: they are told to ask you, and get no Keep anyway. Assign them the shift yourself where you judge the breach acceptable. When a template has a newer version, Begin can install the new rule as a draft. Review it separately; installing it does not silently replace a customised active rule.

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Next

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