The basics
Rules & policies allow you to configure how specific groups of employees can access features, receive notifications, and perform actions within Planbase
Where to access: all of your rules & policies can be managed from a single location. Navigate to the team management using this link, and click on the
Rules and policiestab
Configuring your rules & policies
⚠️ Only account administrators are able to edit and update rules & policies
Click Add rules button at the top right of the page
The Apply to section is where you can select which group of employees this set of rules will apply to
The Rules section is where you can select which rules should apply to this group of employees - each rule has its own set of relevant options - available from the following categories:
Time Off Requests
Time & Attendance
Self-scheduling
If you'd like to implement a rule which is not available, please reach out to your account manager
⚠️ When setting up policies involving user notifications you should check that employees have notifications enabled within their profile