Pre-Populate Default Values on Key Fields

Auto-populate contract start dates, pay cycles and propagate across related screens where possible to reduce manual entry, prevent data errors, and ensure consistent behaviour across all modules.

These rules reduce manual entry, prevent data errors, and ensure consistent behaviour across all modules.

Contract & Finance Defaults

• Default Contract Start Date: Auto-populate based on quoting workflow or employer configuration.

• Default Pay Cycle: Prepopulate based on the most common or most recent employer pay cycle; fully editable.

• Report Finance Payments (Default = TRUE): The Checkbox on the Finance tab is preselected by default and is editable, with an audit trail.

• Payment Start Date Deferment Rules: Determined by Business Rules Engine (employer-specific rules, delivery date, rego status, payroll cycle), with full explainability.

• Payment Total Consistency Rule:
  Total Payments (initial + ongoing payments) must equal the Finance tab payment code totals before contract approval. Discrepancies must be flagged and corrected.

Vehicle Tab Defaults

• VIN → Registration (Rego) Prepopulation: Auto-populate registration number, expiry, model confirmation from VIN/rego services (PPSR/NEVDIS).

• Default Rego Expiry: Default to Contract Start Date + 1 day for new vehicles.

Insurance Defaults

• Master Insurance Policy Expiry: Tenant-set onboarding field; applied automatically to all leases.