To create a new business rule, navigate to the Business Rules screen using the configuration search. Business Rules can be configured either the company or system level.

To create business rules, click

to add a new business rule calculation.

After clicking on the

, the new Business Rule details screen will displayed. The following fields are available to populate:

Inactive: This is unticked by default. When the checkbox is ticked, the Business Rule will not appear in any of the drop down lists where Business Rules are used.

Name: This is a mandatory field. Users should give the business rule a specific name to differentiate it from other instances of business rules.

Output Type: This is a mandatory field. When a business rule is used in a Cost Estimate (CE) / Compensation Calculation (CC) line item, <Money> must be used. For Election Sets, either Money or Number are allowed. The output type can be of any of the other available types when using Business Rules for other features as well as cascading Business Rules inside other Business rules. Select from the following:

Contexts

At least one of the three checkboxes must be ticked in order to save the business rule record.

Click

to create a business rule and proceed to adding additional details and the logic.

Note: After saving the business rule, it is possible to edit the context of a business rule and convert it to a multi-context business rule.

When a business rule is created, the Step and Usage sections appears and the Steps section is expanded. You can add additional information in the Details section

The Details section records additional information about the Business Rule. Click on the header bar, to expand/collapse the section.

The following additional fields are available to populate:

Clicking the

below the Status field displays the Status Transitions History modal. Below is an example of the Status Transaction History of a business rule.

The Steps section is where the user configures the business logic and the outcome results for the configured business rule. By default, each step will be named as "Step" followed by a number. Click on the name to rename the Step.

Each steps include a visualizer

that provides a clear, unified view of the components used within each step. This will display nodes (pill shaped) for components including Multi Context, Function, Math, Input, Table Lookup and other business rules. See additional details when hovering on the nodes.

Every business rule can have a number of different steps (all steps are read and processed top-down) and each step uses an IF-THEN-ELSE structure logic.

IF part of the structure

The IF box is where all the business logic or condition sits. A condition in its simplest form takes two Data Sources (operands) and uses a comparison operator (e.g. is Equal To, is not Equal To, etc) to compare the sources to determine if the condition is True or False. Users can create as many conditions as they require to replicate their business logic.

Start by clicking on the

button and click on one of the options to select a Data Source.

For multi-context business rules (where more than one context has been selected), the list of options differs slightly from single context business rules.

The Fixed Value and Table Lookup options are replaced by the Multi-Context Option. This option also appears when a rule that previously was configured for multi-context is changed to single-context.

Selecting an option determines how the data is fetched and can be:

Once a data source is selected in the IF box for the first operand, the comparison operator appears to the right of it. Select one of the values from the drop down list. Once selected, click on the

button to select the data source for the second operand.

The user can add as many conditions as desired by clicking on the

button and using an

or

operand between the conditions. The user can also add as many different levels by clicking on the

button allowing them to set conditions and groups of conditions in the same IF box. These buttons only appear when a condition/level is created and the cursor is placed to the right of the condition/level in the IF box.

Using the buttons mentioned above, the following example was created. To change the operand from AND to OR, place the cursor on the operand and select OR as shown in the example below. The example below, checks IF Relocation Policy = Permanent Transfer AND To Country = United States OR Canada.

THEN and ELSE parts of the structure

The THEN box is the outcome if the IF box is True and the ELSE box is if the outcome of the IF box is False. As part of the THEN or ELSE boxes, the user can use one of the above options to retrieve a value or perform a calculation.

In the example below, the condition checks IF Relocation Policy = Permanent Transfer and if it is True it performs a calculation where the Maths component is called Bonus / 12, and if it is False a Fixed Value of 0 USD is returned.

When the Maths option is used, you have the option of creating a new component or use an existing one. Once a component is used, the name is displayed. Clicking on the name displays the details of the component.

Maths functions are selected for the THEN and ELSE boxes. Click

to save the changes made to the business rule or alternatively, click on the [Save & Run] button to check the business rule works.

In the THEN or ELSE boxes, the user also have the option to select Jump to Step action from the Data Sources options. When selected, the Business Rule "jumps" to a different step. The step must be added in the Business Rule by pressing on the [Add Step] button in order for the step to be selected.

Click for more information about adding and using multiple steps

Once a business step is created, use the copy icon

to create similar business logic and use the rubbish bin icon

will remove any unwanted steps. It is also possible to make a step inactive which is particularly useful when troubleshooting and testing the business rule.