Notice rules are used to determine the notice periods for employees based on their appointment start date. You can configure the rules to apply different notice periods, based on their length of service.
Create a notice rule
In the Employee zone, click Lookups.
Click Employee, then click Notice Rules.
Click New and give the rule a name.
Set the probation period.
This is 3 months by default - valid values are X day(s), X month(s), X year(s).
Give the notice rule a description to make it easy to understand what it's for.
Click Save.
Click on the Notice Period Details tab, then click New.
You will be asked to specify the years, months and weeks that the employee has to be over their appointment start date for the rule to take effect. Common examples are included in the table below.
Years Over | Months Over | Weeks Over | Notice Period | Description |
0 | 3 | 0 | 1 Month | When today's date is equal to or greater than 3 months from the appointment start date, the employee will be required to give 1 month of notice. |
0 | 6 | 0 | 3 Months | When todays date is equal to or greater than 6 months from the appointment start date, the employee will be required to give 3 months of notice. |
1 | 0 | 0 | 6 Months | When todays date is equal to or greater than 1 year from the appointment start date, the employee will be required to give 6 months of notice. |
Click Save & Return then repeat steps 8 & 9 if you need to create further notice periods on this rule.
Amend a notice rule
In the Employees zone, click Lookups.
Click Employee, then click Notice Rules.
Open the notice rule record.
Make any required changes to the rule, and click Save.
Click on the Notice Period Details tab.
Open the notice period you wish to amend.
Make your required changes and click Save & Return.
Repeat step 5 and 6 as necessary.
Apply the notice rule to an employee appointment
In the Employee zone, click Employees.
Click Career History, then open the employee record.
Click the spyglass icon 🔍 on the notice rule field.
Select the notice rule from the list.
Click Save.
The notice period will automatically populate on the appointment record, using the appointment start date as a reference.
📌 Note: You will be unable to change the name of a notice rule if is applied to any career history record.