Adding rules

The Rules tab is where you select the rules for an Auto-Assignment group. Rules determine the logic that Auto-Assignment uses to assign shifts. This is also where you specify which rules are constraints and the weighting of preferences. This determines which rules are higher priority for Auto-Assignment to follow when there are conflicts between rules.

See Available rules for a list of Auto-Assignment rules.

  1. From the Configuration page for the Auto-Assignment group, click the Rules tab.
  2. Select a rule from the menu in the Add Rule field.
  3. Click Add Rule.
    The Rule Details pane is displayed below the list of rules.
  4. Specify a name for your new rule in the Label field.
  5. Specify this information to determine the priority of the rule:
    Is Constraint
    Enable this check box to use the rule as a constraint. This means the rule is broken only when the alternative is to not assign any of the shifts.
    Hard Constraint
    Enable this check box to use the rule as a hard constraint. Auto-Assignment does not break rules set as hard constraints. If it cannot find a solution that does not break a hard constraint, no shifts will be assigned.
    Note: Hard constraints are disabled by default, as they can make it impossible for Auto-Assignment to assign shifts unless they are carefully considered and configured.

    See Hard constraints.

    Weight
    Optionally, if the rule is not a constraint, you can specify a weighting as a number from 0 to 100.
  6. Specify other rule details as needed. For example, the number of hours for the Minimum Hours Per Shift rule.
  7. Click Save. Your new rule is added to the list in the Rules pane.
  8. Repeat these steps for any additional rules that are required.