INITIAL SETUP
1 - Open Working Rule Agreement Settings
Click your name in the bottom-left corner, then select My Company. Go to the Config tab and scroll to the bottom to find Working Rule Agreement.
2 - Enable the Working Rule Agreement
Tick the checkbox to enable the WRA feature.
3 - Configure WRA Settings
Set the daily WRA amount (e.g. £50) and update the display label if needed (e.g. "Lodging"). Then review the following options:
Show as a separate line in invoice total section
Allow payment for unauthorised absence
Allow payment for authorised absences
Enable lodge requests
Require lodge address before assignment confirmation
APPLYING WRA TO ASSIGNMENTS
There are two ways to apply WRA lodging to an assignment — at the point of confirmation, or retrospectively on an existing assignment.
4a - Option A: Apply Lodge During Assignment Confirmation
When confirming a new assignment, you'll be asked whether WRA lodging applies. Select Yes, enter the lodge address, and click Save to confirm.
4b - Option B: Apply Lodge to an Existing Assignment
Open the existing assignment and scroll down to the WRA Lodge section. Click the pencil icon next to WRA Lodge to edit it, then change the value from No to Yes.
You'll be prompted to update any un-invoiced timesheets to include the WRA lodging expense. Click Save.
5 - Enter the Lodge Address
Input the worker's lodge address. This must be different from their home address to avoid conflicts.
6 - Verify and Save
Check that WRA lodging is shown correctly on the assignment and click Save to finalise.
HOW LODGE IS CALCULATED
Lodge is applied to WORKING DAYS on the timesheet. The days that count as working days are determined by your timesheet configuration — whether you use manual entry or prefill timesheets based on shift pattern assumptions.
However, lodge can also apply beyond working days depending on your WRA SETTINGS.
If you have enabled Allow payment for unauthorised absence, lodge will still be calculated for any day marked as an unauthorised absence.
Likewise, if Allow payment for authorised absences enabled, lodge will apply to authorised absence days too.
So the final lodge amount is determined by a combination of your timesheet configuration AND your WRA settings — make sure both are set up correctly.
⚠️ IMPORTANT
The lodge address must always differ from the worker's home address — matching addresses will cause a conflict.
Double-check all entries before saving to avoid errors in timesheets and invoicing.
💡 TIPS
Familiarise yourself with all the config options upfront to speed up future setups.
Review WRA settings periodically to keep them aligned with current company policy and rates.
