# 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.

<table data-view="cards"><thead><tr><th align="center"></th><th></th></tr></thead><tbody><tr><td align="center"><strong>Automation</strong></td><td>Define rules to run payouts automatically without manual intervention.</td></tr><tr><td align="center"><strong>Custom Schedules</strong></td><td>Select specific days of the week and time slots for execution.</td></tr><tr><td align="center"><strong>Active/Inactive Toggle</strong></td><td>Enable or disable rules at any time without deleting them.</td></tr></tbody></table>

## [Create an Execution Rule and Schedule](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/user-guide/payout/payout-management/execution-rules-and-schedules)

{% stepper %}
{% step %}
Navigate to **Execution Rules and Schedule**.

Go to **Setup → Execution Rules and Schedule →** Click on **Add New** to create a rule.
{% endstep %}

{% step %}
Define Basic Rule Information

Fill in the main rule details:

<figure><img src="https://972592200-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTq4lCgHh9X4VXINxI3L9%2Fuploads%2FA61eYpY9tGdyVuZebJlw%2Fimage.png?alt=media&#x26;token=97c5a524-31f4-4e3c-89ee-2d1abdea55f1" alt=""><figcaption></figcaption></figure>

* **Active**\
  Enable this toggle to make the rule usable.
* **Rule Name**\
  A clear name to identify the rule (for example: “Weekly Supplier Payouts”).
* **Description**\
  Optional explanation of what this rule is used for.
* **Timezone**\
  Select the timezone that should be used when executing schedules.
  {% endstep %}

{% step %}
Select Beneficiaries

Under the **Beneficiaries** tab:

<figure><img src="https://972592200-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTq4lCgHh9X4VXINxI3L9%2Fuploads%2F9P4XUz1qoqKWetlUr1R2%2Fimage.png?alt=media&#x26;token=482249d7-52e3-41f4-8349-f4698594cf4f" alt=""><figcaption></figcaption></figure>

* Click **Select Beneficiaries**
* Choose one or more beneficiaries this rule applies to

Optional controls:

* **Execute Immediately**\
  If enabled, payouts for these beneficiaries can run instantly without waiting for a schedule.
* **Amount Threshold**\
  Define a minimum or maximum amount that affects when execution is allowed.
  {% endstep %}

{% step %}
Define the Schedule

Switch to the **Schedules** tab:

<figure><img src="https://972592200-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTq4lCgHh9X4VXINxI3L9%2Fuploads%2FcpEdQsoDwbjEJAP4evUv%2Fimage.png?alt=media&#x26;token=89f286f7-b9f1-43bf-8833-71d9d3ecf7af" alt=""><figcaption></figcaption></figure>

**Selecting Days of the Week**

* Enable one or more days (Monday to Sunday)
* Each enabled day becomes available for scheduling
* Add required time slot for each elected day by clicking on **+Add Time**

**For Example:**

<figure><img src="https://972592200-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTq4lCgHh9X4VXINxI3L9%2Fuploads%2FS9MuYRHBbKVISB3aVBHu%2Fimage.png?alt=media&#x26;token=e1d71542-992d-46c9-be0f-e089ff5473c1" alt=""><figcaption></figcaption></figure>

* Monday: 09:00 – 12:00
* Wednesday: 10:00 – 14:00
* Friday: 11:00 – 13:00

Payouts will only execute during these windows and will wait outside them.
{% endstep %}
{% endstepper %}

#### Key Notes:

* Schedules follow the **timezone** selected in the execution rule
* Multiple days and time slots can be combined in one rule
* If no schedule is defined, payouts will not run unless **Execute Immediately** is enabled
* Schedules apply only to the beneficiaries linked to the rule
