> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftsheet.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Enterprise Bargaining Agreements (EBAs) in Shiftsheet

> How Shiftsheet lets you scope different compliance rules to different Enterprise Bargaining Agreements — and draft them automatically from the agreement document with AI.

Many Australian workplaces operate under more than one Enterprise Bargaining Agreement (EBA) at once — different sites, different awards, different employee groups, each with its own entitlements and compliance conditions. Shiftsheet's **EBAs** page lets you model that directly: create an EBA, assign the employees covered by it, and scope compliance rules so they only apply to that group.

***

## What an EBA is in Shiftsheet

An EBA record is a container for a real agreement:

| Field               | What it's for                                           |
| ------------------- | ------------------------------------------------------- |
| **Name**            | e.g. "Manufacturing EBA 2024–2027"                      |
| **Description**     | Free text — summary, award reference, whatever's useful |
| **Effective date**  | When the agreement's rules start applying               |
| **Expiry date**     | Optional — when it lapses                               |
| **Source document** | Optional reference to the original agreement file       |

Each EBA has its own **Users** tab and its own **Insight Rules** tab.

***

## Assigning employees

Open an EBA and go to **Users → Add User** to assign employees or managers to it. A user can only be assigned to one EBA at a time — this is how Shiftsheet knows which rule set applies to which person.

Employees who aren't assigned to any EBA are simply governed by the company's default policies (RDO, TIL, Flexi, overtime distribution) — EBAs are additive, not required.

***

## Scoping rules to an EBA

The **Insight Rules** tab on an EBA works like the company-wide Dynamic Insight rules everywhere else in Shiftsheet (condition groups, lookback windows, severity), except a rule created here is **scoped**: it only evaluates for users assigned to that specific EBA.

<Note>
  This is what makes multi-agreement compliance work in practice. Two EBAs can define conflicting conditions — e.g. different minimum break lengths, or different maximum consecutive shifts — and each group of employees is only ever checked against the agreement that actually applies to them.
</Note>

Click **Add Rule** on an EBA to create one manually, exactly like a company-wide rule, or use AI Import (below) to draft several at once from the source document.

***

## Drafting rules automatically with AI Import

Reading a 40-page agreement clause by clause to hand-build rules is slow. From an EBA's page, **AI Import** lets you:

1. Upload the agreement as a PDF, or paste the relevant text directly
2. Shiftsheet scans it for clauses about hours, breaks, consecutive duty, and RDO/TIL/Flexi-type entitlements
3. It drafts a set of Insight Rules from what it finds
4. You review and edit every drafted rule — condition groups, thresholds, severity — exactly as if you'd built it by hand
5. Nothing is saved until you approve it

This is a drafting aid, not an automatic importer — always review AI-drafted rules against the actual agreement text before approving, especially for anything that affects pay or entitlements.

***

## How this fits with RDO, TIL, and Flexi

EBA-scoped rules sit *alongside* the company-wide accrual policies covered in <a href="/user-guide/rdo-flexi-til">RDO, Flexi Time & TIL</a> — they don't replace them. A typical setup:

* **Company-wide policy** (Settings → Overtime & Accrual) sets the default RDO/TIL/Flexi accrual rules everyone falls under.
* **EBA-scoped Insight Rules** layer additional, agreement-specific compliance checks on top — for the subset of employees actually covered by that agreement.

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can an employee be covered by more than one EBA at once?">
    No — each user is assigned to at most one EBA at a time. If someone moves between agreements (e.g. changes site or role), reassign them on the new EBA's Users tab.
  </Accordion>

  <Accordion title="What happens to an employee's rules if their EBA expires?">
    Shiftsheet doesn't automatically reassign anyone when an EBA's expiry date passes. Review expiring EBAs and update user assignments or roll over to a renewed agreement as needed.
  </Accordion>

  <Accordion title="Does AI Import replace the need for legal review?">
    No. AI Import drafts a starting point from the document's text — every rule is shown for review and editing before it's saved, and nothing is enforced automatically. Treat it as a head start, not a substitute for confirming entitlements against the actual agreement.
  </Accordion>

  <Accordion title="Who can create and manage EBAs?">
    Company Admins and Managers can see and manage the EBAs page. Individual employees don't get direct access — their EBA assignment simply determines which rules apply to them.
  </Accordion>
</AccordionGroup>