Self-scheduling maximum rules

Maximum rules can be configured to ensure that the most desirable shifts are evenly distributed among all self-scheduling employees. For example, an employee might try to self-schedule all Tuesday, Wednesday, and Thursday shifts to gain a long weekend. This scenario can be managed with a maximum rule.

Maximum rules can be checked at the shift selection, final submission, or at both of these points. There are two levels: Warning and Error. If the rule must be enforced, then the rule should use an error so employees cannot select a schedule with violations.

We recommend that you use the validation point of shift selection. Shifts that violate the Maximum Rule are pre-filtered out at this point. This pre-filtering saves employees from self-scheduling shifts that cause errors, which would require them to correct and re-submit their schedule.

Employees can select shifts that cause errors if the rule is only evaluated on final submission. If an employee selects a shift that causes an error, then they cannot submit their selected shifts until they correct the violation.