Configuring Client Master and Employee business rules

To configure the Client Master and Employee Business Rules:

1. Go to System Admin > Advanced > Manage Rules.
   The Custom Logic Rules dashboard opens.
2. For each of the following entries, locate and then select Edit.

3. To Export Clients, activate the following rules:
   • Dataform Client Master, Method Name HE_ValidateExportClient
   • Dataform Client Master, Method Name ExportClientToHRP
4. To export all Employees, activate the following rules:
   • Dataform Client Master, Method Name HE_ValidateExportEmployees
   • Dataform Employee, Method Name ExportEmployeesToHRP
5. To export a single Employee, activate the following rules:
   • Dataform Employee, Method Name HE_ValidateQueueEmployee
6. Click Save.