Employee Team Filter

The Employee Team Filter selects employees to schedule using their team membership. When the schedule is generated, Auto-Assignment selects employees in any of the teams selected in the Teams parameter. When more than one team is specified in this parameter, Auto-Assignment selects employees that are assigned to any of the specified teams. Employees are considered as members of a team if the dates of their team assignment overlap at least one day in the schedule period.

Enforce Home Team

The Enforce Home Team check box determines if employees must have home team membership to be selected for scheduling. When this check box is selected, the filter selects employees if they are assigned to one of the specified teams as their home team. When this check box is cleared, employees may be selected if they are assigned to one of the teams as their home team or as a temporary team assignment.

You can add multiple team filters to the Auto-Assignment group to only select employees that are members of multiple teams. For example, if you create a filter for the Cardio team and a filter for the ICU team, the Auto-Assignment group only selects employees that are members of both teams.

Select team(s) based on schedule location(s)

The Select team(s) based on schedule location(s) check box configures the filter to select employees based on the locations or teams that are being scheduled. The Teams parameter is hidden when this check box is selected. For LFSO schedules, the filter selects employees that are associated, by team membership, to all stores specified during schedule creation or in the schedule profile. This includes employees that are associated to one of the specified stores or any of their departments.

For MVS schedules, the filter selects employees that are members of any of the teams that are being scheduled. This includes any teams that are selected in ASV when the user initiates an Auto-Assignment process.