Employee selection for migrated staff groups

Auto-Assignment groups select employees to schedule in a different way than staff groups. Auto-Assignment groups select employees to schedule using employee filters. Employee filters select employees to schedule based on data stored in the employee’s profile, such as an employee’s job qualifications or team membership. This allows more flexibility when planning schedules, as employees can automatically be scheduled by different Auto-Assignment groups as data about them changes, for example if an employee changes roles within the company. It also allows for employees that meet the criteria to be eligible for scheduling by multiple Auto-Assignment groups.

Staff groups schedule employees that have the staff group selected in their employee profile. Each employee can only be associated with one staff group. The staff group association is maintained in the SKDGRP_ID column in the employee’s record in the SO_EMPLOYEE table.

The migration tool includes an Employee Team Filter with the Select team(s) based on schedule locations check box selected when creating a new Auto-Assignment group from a staff group. You can use the new group to create schedules without any additional changes. By default, new groups select employees associated with the locations included in a schedule generation process. Employee to staff group associations are not migrated to Auto-Assignment groups. The new Auto-Assignment group may require additional filters to schedule the same set of employees as the original staff group.