Occurrence Setup

To configure the occurrences, follow these essential steps.

1. Turn on the occurrence tracking legal service. This activates the occurrence rules screen.
   1. This service has billing attached.
   2. You will need to log out and back to access the “occurrence rule”
2. Add eligibility rules that you will be using.
3. If the client would like an email to go out to an employee or manager/supervisor when an occurrence occurs, this email needs to be set up at Client management > Workflow Setup > Client email Template.
4. Create your custom alert on the “alert rules” screen if applicable.
5. Create a rule set on the “attendance rules” screen. This is where you can dictate how the alerts are triggered.
6. Add policies, occurrences, actions taken, and authority.
   1. Policies- This tab will appear on the corrective actions screen after the other tabs are complete. This is typically the last step because you need the rule set and actions taken already created to select on this screen.
   2. Occurrences- You name the occurrence, select “use occurrence rules” if you will be setting up occurrence rules to tie to this occurrence, and add points for this occurrence (if applicable).
   3. Actions Taken- Just name the action and add any email alerts desired.
   4. Authority- Create a list of “authorities” that will be used later.
7. Create “Occurrence rules”- This tells the system when to apply your occurrence.