How to Configure RDO Rules

What This Feature Does

RDO Rules let you automatically accrue Rostered Day Off entitlements based on the hours a worker completes. When a worker meets an hours threshold (daily or weekly), a configurable amount of RDO is accrued and applied to their pay — either by splitting it out of regular time or by adding it as a separate deduction line.

This automates a common award/EBA requirement where part of each shift (or week) is set aside as RDO entitlement, coded to a dedicated cost code.

RDO rules are configured within Rule Groups inside a pay rate document.

Key Concepts

Threshold Window

RDO can accrue on one of two cycles:

Threshold Hours & Accrual Value

• Threshold Hours: The minimum hours that must be worked before any RDO accrues (e.g. 7.2 daily, 36 weekly).
• Accrual Value: The hours of RDO accrued once the threshold is met (e.g. 0.8).

Hours Bucket

Controls which hours count toward both the threshold and the accrual:

Most awards apply RDO to regular hours only, but the other buckets are available for unusual agreements.

Application Method

How the accrued RDO is applied to the worker's pay:

Pay Amount Override

By default, RDO is paid at the rule group's regular-time rate. You can optionally enter a Pay Amount Override to pay the RDO line at a different hourly rate:

• Leave it empty to use the default regular-time rate.
• Enter a value (including 0) to override the default with that hourly rate.

Cost Code Source

RDO entries need a cost code, sourced one of two ways:

• Cost Code: Select a specific cost code that all RDO lines for this rule use.
• Shift Tree: Use the RDO cost code from the matched rate tree node. This supports systems that require different RDO codes based on the role worked for that shift. Assign an RDO cost code to each role in the Rate Tree review (an RDO cost-code field appears on each node once a rule in the group uses Shift Tree). If a matched node has no RDO cost code assigned, the entry falls back to that node's normal cost code.

Employment Type, Role & Activity Linking

RDO rules can be scoped so they only apply to certain work:

• Employment Types: e.g. accrue RDO only for full-time/part-time workers.
• Roles: e.g. casuals accrue based on the role completed on the day.
• Activities: trigger the rule only for specific timesheet activities (matched by cost code).

Leaving a link empty means the rule applies to all employment types, roles, or activities.

Enable/Disable Toggle

Each RDO rule has an enabled/disabled toggle, allowing you to temporarily turn off a rule without deleting it.

How to Create an RDO Rule

1. Open a pay rate document from the Pay Rate Documents tab
2. Navigate to the Rule Groups section
3. In the RDO rules area, click "Add RDO Rule"
4. Fill in the form fields described below
5. Click "Save" to create the RDO rule

Basic Details:

• Name: Descriptive name (e.g., "Daily RDO Accrual", "Weekly RDO")
• Description / Notes: Optional context for the rule

Threshold & Accrual:

• Threshold Window: Daily or Weekly
• Threshold Hours: Minimum hours before RDO accrues
• Accrual Value: Hours of RDO accrued per period
• Hours Bucket: All, Regular Only, or Overtime Only

Application:

• Application Method: Split Time or Deduction Line
• Pay Amount Override: Optional hourly rate (leave empty for the default regular rate)

Cost Code:

• Code Source: Cost Code or Shift Tree
• Cost Code: Select the cost code (when using a specific cost code). AI suggestions provide recommended matches with confidence percentages.

Linking (optional):

• Employment Types, Roles, Activities: Restrict which work the rule applies to

How to Edit an RDO Rule

1. In the RDO rules section, find the rule you want to edit
2. Click the actions menu (three dots) on the right side of the row
3. Select "Edit"
4. Modify the threshold, accrual, application method, cost code, or linking as needed
5. Click "Save" to apply changes

How to Enable or Disable an RDO Rule

1. In the RDO rules table, find the rule
2. Toggle the enabled/disabled switch in the row
3. Disabled rules are preserved but won't apply during rate calculation

Understanding the RDO Rules Table

The RDO rules section displays a table with:

• Name: The rule name
• Window: Daily or Weekly
• Threshold / Accrual: The hours threshold and accrued value
• Method: Split Time or Deduction Line
• Enabled: Toggle switch showing active/inactive status

Examples

Daily RDO Accrual (Split Time)

• Window: Daily
• Threshold Hours: 7.2
• Accrual Value: 0.4
• Hours Bucket: Regular Only
• Application Method: Split Time
• Cost Code: RDO
• Any shift over 7.2 regular hours sets aside 0.4h as RDO at the start of the shift; the remaining regular time follows standard pay logic.

Weekly RDO Accrual (Split Time)

• Window: Weekly
• Threshold Hours: 36
• Accrual Value: 0.8
• Hours Bucket: Regular Only
• Application Method: Split Time
• Cost Code: RDO
• Once a worker reaches 36 regular hours for the week, 0.8h of RDO is accrued and applied to their first timesheet of that week.

RDO as a Deduction Line

• Window: Daily
• Threshold Hours: 7.6
• Accrual Value: 0.5
• Application Method: Deduction Line
• Cost Code: RDO
• The original regular time is coded normally, and a separate negative 0.5h RDO line is added at the start of the shift.

Role-Based RDO Code (Shift Tree)

• Window: Daily
• Threshold Hours: 7.2
• Accrual Value: 0.4
• Code Source: Shift Tree
• Linked Roles: Casual roles
• Casual workers accrue RDO coded to the RDO cost code defined on the matched tree node for the role they worked that day.

Tips

• Match your award: Configure the window, threshold, and accrual to match your award document or EBA.
• Regular Only is the common case: Most RDO calculations apply to regular hours only, inclusive of leave taken.
• Use Split Time for true RDO: Split Time reclassifies part of the shift to RDO without changing total pay; Deduction Line is for agreements that track RDO as a separate reduction.
• Set an override only when needed: Leave Pay Amount Override empty unless RDO must be paid at a rate different from regular time.
• Disable instead of delete: If a rule is temporary, disable it rather than removing it.
• Test after applying: Review timesheets after applying rates to confirm RDO lines appear at the start of the shift and totals are correct.

What's Next

• Return to Rule Groups to configure other rule types
• Set up Allowance Rules for activity-based payments
• Configure Shift Rules for time-based rate multipliers
• Learn about Cost Code Linking for accurate project costing