Available rules

Rule #	Rule Name	LSFO or MVS	Description
1	Honor Required Skills	Both	An employee must possess all the skills required for a shift before the employee can be assigned to the shift. This rule is used to determine which shifts an employee can work. The Weight Required option can be enabled to ensure employees match, or exceed, the level of skill proficiency required by the shift. This rule cannot be used as a preference.
2	Honor Availability	Both	The system will not schedule employees during times they are unavailable as per the available times in the Employee Availability form. Use the Consider Team check box to have Auto Assignment consider the team specified in the availability in these ways: When the check box is selected, the employee can be scheduled under departments mentioned in availability pattern. When the check box is selected, and no team is defined, the employee can work for any eligible team. When the check box selected, and different teams are defined for different effective dates, then those teams and effective dates are considered. Note: When the check box is not selected, the teams mentioned in availability are not considered. This rule cannot be used as a preference. With release 2023.10, some ability to override employee availability has been added. Schedule locks and Auto-Assignment
3	Honor Position	Both	The system only assigns employees to shifts if the employee is qualified for the job that is required to work the shift. Job qualifications are determined based on jobs assigned to the employee in their employee profile. The employee default labor allocation is not used. This rule cannot be used as a preference.
4	Minimum Hours Per Shift	Both	Specifies the required minimum number of hours in a shift that employees can be scheduled to. The Use employee specific values option can be enabled to use a different minimum number of hours for each employee. If this option is enabled, the Min Hours / Shift value in an employee's profile specifies the minimum number of hours for shifts assigned to that individual employee. Enabling this option hides the Hours field. This rule cannot be used as a preference.
5	Maximum Hours Per Shift	Both	Specifies the maximum number of hours per shift that an employee can be scheduled. This rule cannot be used as a preference.
6	Minimum Hours Per Time Period	Both	Specifies the minimum number of hours that an employee can be scheduled for a time period. The time period can be configured for the schedule period or a specified number of days. The Use employee specific values option can be enabled to use a different number of minimum hours for each employee. When this option is enabled, the Min Hours / Assignment Period field in an employee's profile specifies the minimum hours that the employee must be scheduled in each assignment period. This rule behaves differently in MVS and LFSO. In MVS, the rule is broken when there are not enough shifts to meet the required minimums. When set as a hard constraint, the schedule would not be generated if there are not enough shifts to satisfy each employee's minimum hours. In LFSO, additional shifts may be assigned to meet the required minimum hours, even when those shifts cause overstaffing above the workload requirements. The schedule would still be generated if this rule was set as a hard constraint, unless the system could not assign the required minimum hours due to the configuration of hours of operation or shift rules. When the Enforce Calendar Day Cut check box is selected in an Auto-Assignment group, this rule counts hours based on the calendar date when each hour takes place.
7	Maximum Hours Per Time Period	Both	Specifies the maximum number of hours per time period that the employee can be scheduled for shifts. The time period can be configured for the schedule period or a specified number of days. The Use employee specific values option can be enabled to use a different number of minimum hours for each employee. When this option is enabled, you can select in the Time Period drop down if you want the maximum hours to apply for the entire schedule period or for each day. When Assignment Period is selected, the Max Hours / Assignment Period field in each employee's profile specifies the maximum number of hours that the employee can be scheduled during each schedule period. When Days is selected, the Max Hours / Day field in each employee's profile specifies the maximum number of hours that employee can be scheduled each day. When the Enforce Calendar Day Cut check box is selected in an Auto-Assignment group, this rule counts hours based on the calendar date when each hour takes place.
8	Minimum Shifts Per Time Period	Both	Specifies the minimum number of shifts that are required for a time period. The time period can be the entire assignment period or a specified number of days. Applying this rule to shifts with the WEEKEND shift type creates a requirement that employees be scheduled to at least the specified number of WEEKEND shifts during the time period. The definition of WEEKEND shifts is specified in the Weekend Definition tab. MVS-only: This rule can be applied to a specified shift type. For example, employees must be scheduled at least two shifts per week with the type TRAINING. By default, this rule applies to all shift types. LFSO-only: Applying this rule to shifts with the CLOSING shift type creates a requirement that employees be scheduled to at least the specified number of CLOSING shifts during the time period. CLOSING shifts are determined by the department's hours of operation.
9	Maximum Shifts Per Time Period	Both	Specifies the maximum shifts allowed for a time period. The time period can be the entire assignment period or a specified number of days. Applying this rule to shifts with the WEEKEND shift type creates a requirement that employees be scheduled up to the specified number of WEEKEND shifts during the time period. The definition of WEEKEND shifts is specified in the Weekend Definition tab. MVS-only: This rule can be applied to a specified shift type. For example, employees may be scheduled no more than two shifts per week with the type TRAINING. By default, this rule applies to all shift types. LFSO-only: Applying this rule to shifts with the CLOSING shift type creates a requirement that employees be scheduled to no more than the specified number of CLOSING shifts during the time period. CLOSING shifts are determined by the department's hours of operation.
10	Minimum Consecutive Days	Both	Specifies the required minimum number of consecutive days that an employee can be scheduled. Applying this rule to shifts with the WEEKEND shift type creates a requirement that employees be scheduled either to the specified number of consecutive WEEKEND shifts or to no WEEKEND shifts. The definition of WEEKEND shifts is specified in the Weekend Definition tab. MVS-only: This rule can be applied to a specified shift type. For example, employees must be scheduled to at least two consecutive TRAINING shifts or cannot be assigned to any TRAINING shifts. LFSO-only: This rule can be applied to shifts with the CLOSING shift type. For example, employees must be scheduled to at least two consecutive CLOSING shifts or cannot be assigned to any CLOSING shifts. CLOSING shifts are determined by the department's hours of operation.
11	Maximum Consecutive Days	Both	Specifies the maximum number of consecutive days that an employee can be scheduled. The system looks back on previous schedules to enforce this constraint across schedule periods. This look back is in addition to looking across the weeks within the schedule. Applying this rule to shifts with the WEEKEND shift type creates a requirement that employees be scheduled up to the specified number of consecutive WEEKEND shifts. The definition of WEEKEND shifts is specified in the Weekend Definition tab. MVS-only: This rule can be applied to a specific shift type. For example, employee can only be scheduled to a maximum of two consecutive TRAINING shifts. LFSO-only: This rule can be applied to shifts with the CLOSING shift type. For example, employees can only be scheduled to a maximum of two CLOSING shifts. CLOSING shifts are determined by the department's hours of operation.
12	Minimum Consecutive Days Off	Both	Specifies number of consecutive days off for an employee. When an employee is scheduled for a day off, the system always schedules the specified number of consecutive days off. This rule goes across schedule periods. This rule also includes a definition of the number of hours required to count as the minimum consecutive days off. For example, minimum of 2 days off might allow for the two days to be 40 hours, but less than 40 hours is not considered 2 full days. The system looks back on previous schedules to enforce this constraint across schedule periods. This look back is in addition to looking across the weeks within the schedule.
13	Maximum Consecutive Days Off	Both	Specifies the maximum number of consecutive days off. The employee can be scheduled for more than the specified number of consecutive days off. This rule includes days off across schedule periods. The system looks back on previous schedules to enforce this constraint across schedule periods. This look back is in addition to looking across the weeks within the schedule.
14	Minimum Scheduled Days Per Time Period	Both	Minimum scheduled days allowed for a time period.
15	Maximum Scheduled Days Per Time Period	Both	Maximum scheduled days allowed for a time period.
16	Minimum Sched Days Off Per Time Period	Both	Minimum scheduled days off allowed for a time period.
17	Maximum Sched Days Off Per Time Period	Both	Maximum scheduled days off allowed for a time period.
18	Minimum Hours Between Shifts	Both	Specifies the minimum number of hours between shifts. When an employee is scheduled for a shift, the employee cannot be scheduled for shifts that start or end within the minimum hours between shifts. The Different Day Only option determines if the rule is applied to shifts on different days or to all shifts. When this check box is selected, at least the specified number of hours must be left unscheduled between the end of the last shift on a day and the start of the first shift on the next day. When this check box is cleared, this rule is applied to all shifts.
19	No Shift Type Y after Shift Type X	Both	This rule specifies that an employee cannot be assigned to a shift with shift type Y if they are assigned a shift with shift type X on the previous day. LFSO-only: This rule can only be used with the CLOSING and WEEKEND shift types.
20	Shift Type Y Must Follow Shift Type X	Both	This rule specifies that an employee is a assigned to a shift with shift type Y if they are assigned a shift with shift type X on the previous day. LFSO-only: This rule can only be used with the CLOSING and WEEKEND shift types.
21	Replace Shift Type	MVS	Replace generic shifts with specific shifts. Shift assignments may be replaced but only with shifts that are of the same shift type as the current shift assignment. Previously unscheduled days will NOT be assigned additional shifts. If an existing shift cannot be replaced (for example, due to lack of available shifts during the "second pass"), then the existing shift remains assigned to the employee. Replacement of shifts will also apply to fully booked off shifts with full relief employee and swapped shifts. During the replacement shift process, shifts involved in swaps eligible for replacements will be replaced, and the associated booked off shifts (ADJ-SW) shifts in the swap chain will also be replaced. This would ensure that the swapped shifts could be reverted even after shift replacement. These lists specify the type of shifts that are replaceable and non-replaceable. Replaceable shifts: Ad-hoc shifts that are not booked off. Ad-hoc shifts that are fully booked off as a whole. Self-scheduled shifts (from shift template, non-Ad-Hoc). Auto-assigned shifts (from shift template, non-Ad-Hoc). Full relief shifts that are filled. Non-replaceable shifts: MR/OTS shifts. Relief shifts from booked off or swapped MR/OTS shifts. Any booked off shifts without filled relief. Any partially booked off shifts. Any booked off shifts with multiple relief shifts (filled or unfilled). AR shifts and related shifts. It should also be noted that when this rule is enabled, any min/max threshold-type rules (hours/shifts/days) will NOT be honored. Only "Honor Position", "Honor Required Skills", "Honor Optional Skills" and "Min rest between shifts" can be used in conjunction with this rule. Employee and Shift Orders will also be enforced. This will ensure the replacement of shifts does NOT contradict threshold-type rules. For any shift that has been removed by this rule, shift history is logged for the shift removal. A newly added shift will also leave a record in the shift history. For more information on potential use cases for this rule, see Using the Replace Shift Type rule to replace generic placeholder shifts.
22	Minimum Type X Occurrences In Block	Both	Specifies the minimum number of shifts with the specified shift type within any block of shifts that includes that shift type, which can be scheduled for an employee. A block of shifts is any group of consecutive shifts that are not broken up by days off. This rule is limited by the minimum consecutive shifts rule. LFSO-only: This rule can only be used with the CLOSING and WEEKEND shift types. Note: For performance reasons, the maximum size of a block of shifts is 10 days. This rule is not enforced on blocks where an employee is scheduled for more than 10 consecutive days.
23	Maximum Type X Occurrences In Block	Both	Specifies the maximum number of shifts with the specified shift type within any block of shifts that includes that shift type, which can be scheduled for an employee. A block of shifts is any group of consecutive shifts that are not broken up by days off. LFSO-only: This rule can only be used with the CLOSING and WEEKEND shift types. Note: For performance reasons, the maximum size of a block of shifts is 10 days. This rule is not enforced on blocks where an employee is scheduled for more than 10 consecutive days.
24	Employee Shift Preferences	MVS	Specifies the shift types that the employee prefers to work.
25	Honor Optional Skills	MVS	Specifies a preference to assign shifts to employees that possess all non-mandatory skill qualifications of the shift. The Weight Required option can be enabled to prefer employees only if they meet, or exceed, the proficiency level required for the skill. This rule can only be used as preference.
26	Honor Employee Fixed Status	LFSO	The system schedules employees to fixed shifts as configured through the Employee Shift Pattern form. This rule cannot be used as a preference. See Employee shift patterns.
27	Maximum Schedule Budget	LFSO	The system creates a schedule that does not exceed the budget specified at the store or department level. This rule cannot be used as a preference. See Maximum Schedule Budget rule. When the Enforce Calendar Day Cut check box is selected in an Auto-Assignment group, this rule evaluates costs based on the calendar date when each hour takes place.
28	Schedule to Budget	LFSO	This rule ensures that the schedule is created to match the budget amount. When it is enabled, the staff requirements for the location are adjusted to match the budget. Shifts are scheduled to cover the new staff requirements. This rule cannot be used as a preference. See Schedule to Budget rule. When the Enforce Calendar Day Cut check box is selected in an Auto-Assignment group, this rule evaluates costs based on the calendar date when each hour takes place.
29	Honor Employee Team Assignment	Both	This rule ensures that employees are only assigned to shifts when they have team assignments matching the team associated with the shift.
30	Top Performer Preferences	LFSO	This rule assigns the highest performing employees, based on employee sort order, to the shifts that cover peak levels of demand. This rule can only be used as a preference. See Top Performer Preferences rule.

1

Honor Required Skills

Both

An employee must possess all the skills required for a shift before the employee can be assigned to the shift. This rule is used to determine which shifts an employee can work. The Weight Required option can be enabled to ensure employees match, or exceed, the level of skill proficiency required by the shift. This rule cannot be used as a preference.

2

Honor Availability

Both

The system will not schedule employees during times they are unavailable as per the available times in the Employee Availability form.

Use the Consider Team check box to have Auto Assignment consider the team specified in the availability in these ways:

When the check box is selected, the employee can be scheduled under departments mentioned in availability pattern.
When the check box is selected, and no team is defined, the employee can work for any eligible team.
When the check box selected, and different teams are defined for different effective dates, then those teams and effective dates are considered.

Note: When the check box is not selected, the teams mentioned in availability are not considered.

This rule cannot be used as a preference.

With release 2023.10, some ability to override employee availability has been added. Schedule locks and Auto-Assignment

3

Honor Position

Both

The system only assigns employees to shifts if the employee is qualified for the job that is required to work the shift. Job qualifications are determined based on jobs assigned to the employee in their employee profile. The employee default labor allocation is not used. This rule cannot be used as a preference.

4

Minimum Hours Per Shift

Both

Specifies the required minimum number of hours in a shift that employees can be scheduled to.

The Use employee specific values option can be enabled to use a different minimum number of hours for each employee. If this option is enabled, the Min Hours / Shift value in an employee's profile specifies the minimum number of hours for shifts assigned to that individual employee. Enabling this option hides the Hours field.

This rule cannot be used as a preference.

5

Maximum Hours Per Shift

Both

Specifies the maximum number of hours per shift that an employee can be scheduled. This rule cannot be used as a preference.

6

Minimum Hours Per Time Period

Both

Specifies the minimum number of hours that an employee can be scheduled for a time period. The time period can be configured for the schedule period or a specified number of days.

The Use employee specific values option can be enabled to use a different number of minimum hours for each employee. When this option is enabled, the Min Hours / Assignment Period field in an employee's profile specifies the minimum hours that the employee must be scheduled in each assignment period.

This rule behaves differently in MVS and LFSO. In MVS, the rule is broken when there are not enough shifts to meet the required minimums. When set as a hard constraint, the schedule would not be generated if there are not enough shifts to satisfy each employee's minimum hours. In LFSO, additional shifts may be assigned to meet the required minimum hours, even when those shifts cause overstaffing above the workload requirements. The schedule would still be generated if this rule was set as a hard constraint, unless the system could not assign the required minimum hours due to the configuration of hours of operation or shift rules.

When the Enforce Calendar Day Cut check box is selected in an Auto-Assignment group, this rule counts hours based on the calendar date when each hour takes place.

7

Maximum Hours Per Time Period

Both

Specifies the maximum number of hours per time period that the employee can be scheduled for shifts. The time period can be configured for the schedule period or a specified number of days.

The Use employee specific values option can be enabled to use a different number of minimum hours for each employee. When this option is enabled, you can select in the Time Period drop down if you want the maximum hours to apply for the entire schedule period or for each day. When Assignment Period is selected, the Max Hours / Assignment Period field in each employee's profile specifies the maximum number of hours that the employee can be scheduled during each schedule period. When Days is selected, the Max Hours / Day field in each employee's profile specifies the maximum number of hours that employee can be scheduled each day.

When the Enforce Calendar Day Cut check box is selected in an Auto-Assignment group, this rule counts hours based on the calendar date when each hour takes place.

8

Minimum Shifts Per Time Period

Both

Specifies the minimum number of shifts that are required for a time period. The time period can be the entire assignment period or a specified number of days.

Applying this rule to shifts with the WEEKEND shift type creates a requirement that employees be scheduled to at least the specified number of WEEKEND shifts during the time period. The definition of WEEKEND shifts is specified in the Weekend Definition tab.

MVS-only: This rule can be applied to a specified shift type. For example, employees must be scheduled at least two shifts per week with the type TRAINING. By default, this rule applies to all shift types.

LFSO-only: Applying this rule to shifts with the CLOSING shift type creates a requirement that employees be scheduled to at least the specified number of CLOSING shifts during the time period. CLOSING shifts are determined by the department's hours of operation.

9

Maximum Shifts Per Time Period

Both

Specifies the maximum shifts allowed for a time period. The time period can be the entire assignment period or a specified number of days.

Applying this rule to shifts with the WEEKEND shift type creates a requirement that employees be scheduled up to the specified number of WEEKEND shifts during the time period. The definition of WEEKEND shifts is specified in the Weekend Definition tab.

MVS-only: This rule can be applied to a specified shift type. For example, employees may be scheduled no more than two shifts per week with the type TRAINING. By default, this rule applies to all shift types.

LFSO-only: Applying this rule to shifts with the CLOSING shift type creates a requirement that employees be scheduled to no more than the specified number of CLOSING shifts during the time period. CLOSING shifts are determined by the department's hours of operation.

10

Minimum Consecutive Days

Both

Specifies the required minimum number of consecutive days that an employee can be scheduled.

Applying this rule to shifts with the WEEKEND shift type creates a requirement that employees be scheduled either to the specified number of consecutive WEEKEND shifts or to no WEEKEND shifts. The definition of WEEKEND shifts is specified in the Weekend Definition tab.

MVS-only: This rule can be applied to a specified shift type. For example, employees must be scheduled to at least two consecutive TRAINING shifts or cannot be assigned to any TRAINING shifts.

LFSO-only: This rule can be applied to shifts with the CLOSING shift type. For example, employees must be scheduled to at least two consecutive CLOSING shifts or cannot be assigned to any CLOSING shifts. CLOSING shifts are determined by the department's hours of operation.

11

Maximum Consecutive Days

Both

Specifies the maximum number of consecutive days that an employee can be scheduled. The system looks back on previous schedules to enforce this constraint across schedule periods. This look back is in addition to looking across the weeks within the schedule.

Applying this rule to shifts with the WEEKEND shift type creates a requirement that employees be scheduled up to the specified number of consecutive WEEKEND shifts. The definition of WEEKEND shifts is specified in the Weekend Definition tab.

MVS-only: This rule can be applied to a specific shift type. For example, employee can only be scheduled to a maximum of two consecutive TRAINING shifts.

LFSO-only: This rule can be applied to shifts with the CLOSING shift type. For example, employees can only be scheduled to a maximum of two CLOSING shifts. CLOSING shifts are determined by the department's hours of operation.

12

Minimum Consecutive Days Off

Both

Specifies number of consecutive days off for an employee. When an employee is scheduled for a day off, the system always schedules the specified number of consecutive days off.

This rule goes across schedule periods. This rule also includes a definition of the number of hours required to count as the minimum consecutive days off. For example, minimum of 2 days off might allow for the two days to be 40 hours, but less than 40 hours is not considered 2 full days. The system looks back on previous schedules to enforce this constraint across schedule periods. This look back is in addition to looking across the weeks within the schedule.

13

Maximum Consecutive Days Off

Both

Specifies the maximum number of consecutive days off. The employee can be scheduled for more than the specified number of consecutive days off. This rule includes days off across schedule periods.

The system looks back on previous schedules to enforce this constraint across schedule periods. This look back is in addition to looking across the weeks within the schedule.

14

Minimum Scheduled Days Per Time Period

Both

Minimum scheduled days allowed for a time period.

15

Maximum Scheduled Days Per Time Period

Both

Maximum scheduled days allowed for a time period.

16

Minimum Sched Days Off Per Time Period

Both

Minimum scheduled days off allowed for a time period.

17

Maximum Sched Days Off Per Time Period

Both

Maximum scheduled days off allowed for a time period.

18

Minimum Hours Between Shifts

Both

Specifies the minimum number of hours between shifts. When an employee is scheduled for a shift, the employee cannot be scheduled for shifts that start or end within the minimum hours between shifts.

The Different Day Only option determines if the rule is applied to shifts on different days or to all shifts. When this check box is selected, at least the specified number of hours must be left unscheduled between the end of the last shift on a day and the start of the first shift on the next day. When this check box is cleared, this rule is applied to all shifts.

19

No Shift Type Y after Shift Type X

Both

This rule specifies that an employee cannot be assigned to a shift with shift type Y if they are assigned a shift with shift type X on the previous day.

LFSO-only: This rule can only be used with the CLOSING and WEEKEND shift types.

20

Shift Type Y Must Follow Shift Type X

Both

This rule specifies that an employee is a assigned to a shift with shift type Y if they are assigned a shift with shift type X on the previous day.

LFSO-only: This rule can only be used with the CLOSING and WEEKEND shift types.

21

Replace Shift Type

MVS

Replace generic shifts with specific shifts.

Shift assignments may be replaced but only with shifts that are of the same shift type as the current shift assignment. Previously unscheduled days will NOT be assigned additional shifts. If an existing shift cannot be replaced (for example, due to lack of available shifts during the "second pass"), then the existing shift remains assigned to the employee.

Replacement of shifts will also apply to fully booked off shifts with full relief employee and swapped shifts. During the replacement shift process, shifts involved in swaps eligible for replacements will be replaced, and the associated booked off shifts (ADJ-SW) shifts in the swap chain will also be replaced. This would ensure that the swapped shifts could be reverted even after shift replacement.

These lists specify the type of shifts that are replaceable and non-replaceable.

Replaceable shifts:

Ad-hoc shifts that are not booked off.
Ad-hoc shifts that are fully booked off as a whole.
Self-scheduled shifts (from shift template, non-Ad-Hoc).
Auto-assigned shifts (from shift template, non-Ad-Hoc).
Full relief shifts that are filled.

Non-replaceable shifts:

MR/OTS shifts.
Relief shifts from booked off or swapped MR/OTS shifts.
Any booked off shifts without filled relief.
Any partially booked off shifts.
Any booked off shifts with multiple relief shifts (filled or unfilled).
AR shifts and related shifts.

It should also be noted that when this rule is enabled, any min/max threshold-type rules (hours/shifts/days) will NOT be honored. Only "Honor Position", "Honor Required Skills", "Honor Optional Skills" and "Min rest between shifts" can be used in conjunction with this rule. Employee and Shift Orders will also be enforced. This will ensure the replacement of shifts does NOT contradict threshold-type rules.

For any shift that has been removed by this rule, shift history is logged for the shift removal. A newly added shift will also leave a record in the shift history.

For more information on potential use cases for this rule, see Using the Replace Shift Type rule to replace generic placeholder shifts.

22

Minimum Type X Occurrences In Block

Both

Specifies the minimum number of shifts with the specified shift type within any block of shifts that includes that shift type, which can be scheduled for an employee. A block of shifts is any group of consecutive shifts that are not broken up by days off. This rule is limited by the minimum consecutive shifts rule.

LFSO-only: This rule can only be used with the CLOSING and WEEKEND shift types.

Note: For performance reasons, the maximum size of a block of shifts is 10 days. This rule is not enforced on blocks where an employee is scheduled for more than 10 consecutive days.

23

Maximum Type X Occurrences In Block

Both

Specifies the maximum number of shifts with the specified shift type within any block of shifts that includes that shift type, which can be scheduled for an employee. A block of shifts is any group of consecutive shifts that are not broken up by days off.

LFSO-only: This rule can only be used with the CLOSING and WEEKEND shift types.

Note: For performance reasons, the maximum size of a block of shifts is 10 days. This rule is not enforced on blocks where an employee is scheduled for more than 10 consecutive days.

24

Employee Shift Preferences

MVS

Specifies the shift types that the employee prefers to work.

25

Honor Optional Skills

MVS

Specifies a preference to assign shifts to employees that possess all non-mandatory skill qualifications of the shift. The Weight Required option can be enabled to prefer employees only if they meet, or exceed, the proficiency level required for the skill. This rule can only be used as preference.

26

Honor Employee Fixed Status

LFSO

The system schedules employees to fixed shifts as configured through the Employee Shift Pattern form. This rule cannot be used as a preference.

See Employee shift patterns.

27

Maximum Schedule Budget

LFSO

The system creates a schedule that does not exceed the budget specified at the store or department level. This rule cannot be used as a preference.

See Maximum Schedule Budget rule.

When the Enforce Calendar Day Cut check box is selected in an Auto-Assignment group, this rule evaluates costs based on the calendar date when each hour takes place.

28

Schedule to Budget

LFSO

This rule ensures that the schedule is created to match the budget amount. When it is enabled, the staff requirements for the location are adjusted to match the budget. Shifts are scheduled to cover the new staff requirements. This rule cannot be used as a preference.

See Schedule to Budget rule.

When the Enforce Calendar Day Cut check box is selected in an Auto-Assignment group, this rule evaluates costs based on the calendar date when each hour takes place.

29

Honor Employee Team Assignment

Both

This rule ensures that employees are only assigned to shifts when they have team assignments matching the team associated with the shift.

30

Top Performer Preferences

LFSO

This rule assigns the highest performing employees, based on employee sort order, to the shifts that cover peak levels of demand. This rule can only be used as a preference.

See Top Performer Preferences rule.