Execution Rules & Schedules

Execution Rules and Schedules let you automate and control when and how payouts are executed. Instead of manually triggering every payout, you can define rules that handle execution based on specific days, times, beneficiaries, or thresholds.

This ensures payouts are performed in a consistent, timely, and controlled manner.

Automation

Define rules to run payouts automatically without manual intervention.

Custom Schedules

Select specific days of the week and time slots for execution.

Active/Inactive Toggle

Enable or disable rules at any time without deleting them.

Create an Execution Rule and Schedule

  1. Access the Module

    • Navigate to Setup → Execution Rules and Schedule.

    • Click Add New to create a rule.

  2. Fill Rule Information

    • Rule Name: Give the rule a clear name (e.g., “Weekly Salary Payout”).

    • Description: Provide a short explanation of what this rule does.

    • Timezone: Select the timezone for scheduling (e.g., Asia/Kuwait).

    • Active: Toggle ON if you want the rule to be immediately active.

  3. Choose Beneficiaries

    • Go to the Beneficiaries tab.

    • Select one or more beneficiaries the rule should apply to.

    • Optionally toggle Execute Immediately for instant processing.

    • Set an Amount Threshold if execution should only occur above a defined amount.

  4. Set the Schedule

    • Switch to the Schedules tab.

    • Pick one or more days of the week (e.g., Monday, Wednesday, Friday).

    • For each selected day, add one or multiple time slots (e.g., 10:00 AM, 3:00 PM).

  5. Submit the Rule

    • Once all details are filled in, click Submit.

    • Your new execution rule will now appear in the Execution Rules and Schedule list with its status (Active/Inactive).

Example Use Cases

  • Salary Disbursement: Run payouts every Thursday at 1:00 PM.

  • Vendor Payments: Automatically execute when the total pending amount exceeds 10,000 KWD.

  • Daily Allowances: Schedule payouts to selected beneficiaries at a fixed time each day.

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