Creating self-scheduling rules

  1. Select Scheduling > Self-Scheduling > Group Rule.
  2. Click Create New Entry.
  3. In the Self Scheduling Group Rule section, specify this information:
    Group
    Specify the self-scheduling group for which you are adding the rule.
    Group Rule
    Select the rule type. You can select one of these options:
    • RTSS Maximum Rule: The rule specifies a maximum number of shifts, hours, or FTE.
    • RTSS Minimum Rule: The rule specifies a minimum number of shifts, hours, or FTE.
  4. Click Add Rule.
  5. Specify this information:
    Group Rule Name
    Specify the group rule name. The default value is a combination of the group name and the rule type that you selected.
    Error Description
    Optionally, specify a detailed error message that is displayed when an employee violates the rule. If you leave this field blank, a generic message is displayed such as 9/11/2005 - 9/17/2005 Shift Type: Working - Maximum hours/shifts exceeded.
  6. Under Rule Constraints, select one of these options from the Rule Enforcement: Level drop-down list:
    • ERROR: The system does not allow employees to proceed with an action when the rule is violated. The selected shift will not be saved.
    • WARNING: The employee can accept the message before proceeding with an action. By accepting a warning, the selected shift will be saved. If the employee does not accept the warning, the selected shift will not be saved.
  7. Under Employee Constraints, specify this information to determine which employees to enforce the rule for:
    Employment Type
    Select the employment type from the list. You can select multiple types from the list.
    Default Hours
    Specify a range of default hours in the Minimum and Maximum fields. The rule applies to employees who have default hours, as defined in the Default Minutes field of the employee profile, within this range.
    FTE Parameter
    Specify a range of full-time equivalent (FTE) values (up to three decimal places) in the Minimum and Maximum fields.
    Jobs
    Select the job categories that the rule applies to from the list. You can select multiple job categories from the list.
    Work Type
    Select the work type from the list. You can select multiple types from the list.
  8. Under Shift Constraints, specify this information to define the schedule details that the rule enforces:
    The Quantity of the
    Select one of these options:
    • Number of Hours: The rule applies to employees who work a specified number of hours. Specify the number of hours in the Where Number equals field.
    • Number of Shifts: The rule applies to employees who work a specified number of shifts. Specify the number of shifts in the Where Number equals field.
    • Employee FTE: The rule uses the FTE value from each employee's profile as the minimum or maximum value. The Where Number equals field is not used when this option is selected.

    After selecting an option in The Quantity of the field, select the shift types that the rule applies to in the of the Shift Type of field.

    On the following Day Type
    Specify the day type that applies to the rule:
    • All Days: The rule applies to all day types (for example, weekends and weekdays).
    • Weekend Days: The rule applies to a specified weekend date range. When you select this option, you must specify additional information:
      Start Day of Weekend
      Select the first day of the weekend period.
      End Day of Weekend
      Select the last day of the weekend period.
      Start Time of Day
      Specify the start time for the day that you selected for the Start Day of Weekend field.
      End Time of Day
      Specify the end time for the day that you selected for the End Day of Weekend field.
    • Weekday Days: The rule applies to a specified weekday date range. When you select this option, you must specify additional information:
      Start Day of Week
      Select the first day of the weekday period.
      End Day of Week
      Select the last day of the weekday period.
      Start Time of Day
      Specify the start time for the day that you selected for the Start Day of Week field.
      End Time of Day
      Specify the end time for the day that you selected for the End Day of Week field.
    • Specific Days: The rule applies to the selected days of the week. When you select this option, you must specify additional information:
      Specify Days
      Select the days that apply to the rule from the list. You can select multiple days using the Ctrl key when clicking on the day.
    Period Parameter
    Select the period when the rule is enforced:
    • Weekly: The rule is enforced for a week at a time.
    • Bi-Weekly: The rule is enforced for two weeks at a time.
    • Scheduling Period: The rule is enforced for the scheduling period.
  9. Click Save.