Rule sets
Updated
by
Daniel Sjögren
Rule sets are collections of compliance rules that Quinyx validates during scheduling. You can target them to agreement templates or units.
- Every account has one pre-configured Default rule set.
- You can create additional Agreement template rule sets and Unit rule sets.
- An agreement template can belong to only one rule set at a time.
- If both an agreement template rule set and a unit rule set apply to an employee, all rules from both are validated, and the stricter rule wins (Hard stop > Warning; lower thresholds are stricter).
What is a rule set?
A rule set is a configured group of compliance rules that defines what to validate and for whom (by agreement template and/or unit).
The three types of rule sets
Default rule set (system-provided; exactly 1)
- Automatically created when you start using Quinyx, with a pre-defined collection of rules.
- Auto-applied to any agreement template that is not covered by a user-created rule set.
- If you archive a user-created rule set, any agreement templates that were assigned to it will automatically fall back to the Default rule set.
- You cannot archive the Default rule set, but you can edit its configuration.
Agreement template rule set (you create these)
- Manually created and assigned to none or more agreement templates.
- Assigning an agreement template to this rule set removes it from whatever rule set it was previously in (including the Default rule set).
- Used when you want a specific group of employees (sharing the same agreement template) to follow a dedicated set of rules.
Unit rule set (you create these)
- Assigned to none or more units.
- Applies to the scheduling of any employee working in the assigned unit(s).
- Appends to the affected employees applied Agreement Template rule set.
Assignment rules and precedence
- One agreement template → one rule set
An agreement template cannot be assigned to multiple rule sets simultaneously. - Employees can be validated by two rule sets at once
If an employee belongs to a unit with a Unit rule set and has an agreement template with an Agreement template rule set, both rule sets are validated during scheduling. - Per-person agreement overrides
If a rule is configured to “check agreement value”, Quinyx will read each person’s individual agreement and apply any custom values that differ from the agreement template defaults.
Scheduling behavior and conflict resolution
- Only rules in the applied rule set(s) are checked
If a template or unit isn’t linked to a rule set with a particular rule, that rule won’t be validated for those employees. - When two identical rules fire at once, the stricter one wins
- System support priority: Hard stop overrides Warning.
- Configuration strictness: For example, Max hours per day = 6 is stricter than 8, so 6 applies.
Recommended configuration flow
- Create the rule set (Agreement template or Unit).
- Add a name and description that clearly state the scope and purpose.
- Configure all required rules.
- Test on a staging environment or with a small pilot group if possible.
- Assign agreement templates or units.
- Communicate to schedulers which employees are now covered and what will change.
Why wait to assign?
If you assign agreement templates or units before adding and saving rules, employees scheduled in the meantime won’t be validated at all.
Quick comparison
Feature/Aspect | Default rule set | Agreement template rule set | Unit rule set |
Who creates it? | Quinyx (system) | You | You |
How many can exist? | Exactly one | Unlimited | Unlimited |
Assigned to | Any unassigned agreement template | One or more agreement templates | One or more units |
Can an agreement template be in it? | Yes (by default / fallback) | Yes (explicitly) | No (targets units, not templates) |
Applies together with other rule sets | Yes, alongside Unit rule sets | Yes, alongside Unit rule sets | Yes, alongside Agreement template rule sets |
Typical use case | Baseline validation for everything else | Specific agreement-based compliance control | Unit-specific operational or local compliance |
Common pitfalls (and how to avoid them)
- Assigning too early → Employees aren’t validated.
Fix: Finish rule configuration first. - Forgetting the Default fallback → Templates suddenly validated differently after archiving a rule set.
Fix: Reassign templates before archiving, or review the Default rule set content. - Duplicate rule conflicts → Confusion over which warning appears.
Fix: Know that the stricter rule always wins (Hard stop > Warning, tighter thresholds win). - Not documenting scope → Schedulers don’t know which employees are covered.
Fix: Use clear names/descriptions and communicate changes.
FAQs
Q: Can I assign the same agreement template to two rule sets?
A: No. An agreement template can only belong to one rule set at a time.
Q: What happens if I archive a user-created rule set?
A: All agreement templates previously linked to it will automatically be reassigned to the Default rule set.
Q: Will employees be validated if I create a rule set but forget to add rules?
A: No. Until rules are added and saved, no validation occurs for those employees.
Q: Do Unit rule sets override Agreement template rule sets?
A: Neither overrides the other. Both are applied, and the stricter rule takes precedence when the same rule exists in both.
Q: Can I edit the Default rule set?
A: Yes, the Default rule set can be edited, meaning that users can edit, archive, add rules, or change the name and description. The Default rule set cannot, however, be archived itself.
