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Configure Term Time Only rules

Create a TTO rule to apply to employee's record.

H
Written by Harry Ledger
Updated over 2 months ago

Configure TTO rules and milestones

Use TTO rules to manage changes to employee entitlements based on their length of service (LOS). These rules can trigger FTE adjustments and new career or pay records when a milestone is reached.

This article covers:

  • How to create new TTO rules

  • How to add and edit TTO milestones

  • How TTO rules are used in career history

  • How the system processes milestones via the batch job


Requirements

To complete the steps in this guide, you must:

  • Have access to the TTO Rules process under Employees > Lookups > Employee.

  • Be a user with the correct security permissions.

  • Understand how your organisation applies FTE calculations and pay records.


Create a new TTO rule

  1. Under Employees, click Lookups.

  2. Click Employee, then TTO Rules.

  3. Click New.

  4. Enter the following:

    • TTO Rule – name of the rule.

    • Description – optional field to provide more context.

    • TTO Rule Group Number – to group rules for messaging configuration.

  5. Tick Generate Records if you want the system to automatically create career and pay records when milestones are reached.

  6. Click Save. The Paid Weeks Details tab becomes available after saving.


Add TTO milestones

Each TTO rule contains milestones that define when changes should apply.

  1. Open a saved TTO rule.

  2. Go to the Paid Weeks Details tab.

  3. To add a new milestone, click New, or open an existing one to edit.

  4. Enter the following:

    • Years Over / Months Over / Weeks Over – how far past the employee's continuous service date the milestone applies.

    • Paid Weeks – the number of paid weeks to replace the employee’s standard Weeks Per Year value.

  5. Click Save.


Assign a TTO rule to an employee

TTO rules are assigned within the employee’s Career History record.

  1. Under Employees, click Employees, then click Career History.

  2. Open the relevant employee record.

  3. Click on the Career History tab.

  4. Open the relevant career history entry or click New to create one.

  5. In the Position Details form, select the required TTO Rule.

  6. Click Save.

    • The employee’s FTE will recalculate based on the milestone and effective date.

    • This does not automatically update pay records – these need to be updated manually if needed.


Batch job: TTO milestone notifications

The batch job SYSTEM - Generate Career and Pay Records for TTO Staff Approaching Milestone checks daily for upcoming milestones within the next 14 days.

If Generate Records is enabled on the rule:

  • The system will attempt to create new career and pay records effective from the milestone date.

  • If successful, HR will receive a notification that records were created.

  • If a conflict exists (e.g., a record already exists for that date), the system will notify HR that records must be created manually.

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