Schedule edits

Any of these actions qualifies as a schedule edit:

  • Inline edit
  • Drag/drop a shift
  • Drag the shift start or end time
  • Unassign a shift
  • Delete a shift
  • Swap a shift
  • Paste a shift

If an employee qualifies for a configured fair scheduling rule, any violations are identified in the schedule screen of LFSO. When you edit a shift within the threshold for the fair scheduling rule, you are prompted to select from a list of valid reasons.

Note:  If the start time of either the old or new shift is within the fair scheduling threshold, the edit will qualify.

When you select a reason (for example, employee requested change), a fair scheduling event is logged. The event is tracked as waived if the reason code is marked as an approved waiver reason.

A fair scheduling violation is not tracked in these cases:

  • The edit changes the department, job, activity, or break of a shift, but does not change the start or end time.

    In this case, the edit is saved. You will not be prompted for a waiver when the change is within the threshold for the scheduling rule.

  • The schedule is published and the edit violates a schedule compliance error that is set to error.

    In this case, an error message for the schedule compliance rule is displayed.

    If the edit violates a schedule compliance error that is set to warning, a warning message for the schedule compliance rule is displayed. If you approve the warning message, a reason prompt for the fair scheduling violation is displayed. If you cancel the warning message, a fair scheduling violation is not tracked.

Shift transitions

When you edit the start time of the first shift segment or the end time of the last shift segment, the earliest start time is used to determine whether the edit is within the threshold. For example, an employee is scheduled in one job from 12:00-14:00 and a second job from 14:00-18:00. If you change the start time of the first shift segment to 10:00, 10:00 is used. If you change the end time of the last shift segment, 12:00 is used.

Split shifts

When you edit the start or end time of either shift, the earliest start time is used to determine whether the edit is within the threshold. For example, an employee is scheduled from 9:00-12:00 and from 18:00-22:00. Even if you edit the 18:00-22:00 shift, 9:00 is used to determine whether the employee's schedule for that day is being changed without sufficient notice.

Shift swaps

When swapping a shift between employees, multiple violations can occur. For example, employee A is scheduled on Monday but not Tuesday and employee B is scheduled on Tuesday but not Monday. If Monday and Tuesday are both within the threshold, four violations occur when the shifts are swapped:

  • A fair scheduling violation is first displayed for the Monday shift of employee A (remove shift).
  • After saving that violation, a second violation is displayed for the Tuesday shift of employee A (add shift).
  • After saving that violation, a third violation is displayed for the Monday shift of employee B (add shift).
  • After saving that violation, a fourth violation is displayed for the Tuesday shift of employee B (remove shift).

Daily view

In the daily view, a fair scheduling violation can occur when you perform these actions:

  • Drag/drop a shift
  • Hover over a shift and perform the swap, unassign, delete, or copy/paste action
Note: A violation is identified as the shift is scheduled, similar to when a compliance warning is found on a published schedule.