Constraints and Preferences

These is a list of all staff rules’ constraints and preferences available when you click the Staff Rules tab:

• Constraint: Honor skill requirements

  Enable this constraint to ensure the staff group employees have the (same or higher) employee skills required for the available job before assigning them to the shift.

• Preference: The skill level should be better than the required skill level

  Enable this preference so staff group employees with skills higher than the job requires are assigned to shifts before staff group employees with skills at the same level as the job requires.

• Constraint: Place staff on fixed shifts

  Enable this constraint to ensure the staff group employees having fixed shift patterns are assigned to those shifts on the schedule.

• Constraint: Honor employee availability

  Enable this constraint to ensure the staff group employees will not be assigned shifts on the schedule for times which they have specified themselves as unavailable.

• Constraint: Use schedule to budget

  Enable this constraint to ensure the schedule uses the Schedule to Budget feature.

• Constraint: Do not assign staff to more than employee specific max hours

  Enable this constraint to ensure the staff group employees are not assigned to more than the maximum number of hours specified in their employee settings.

• Constraint: Do not assign staff to less than minimum hours per shift

  Enable this constraint to ensure the staff group employees are not assigned to less than the minimum number of hours specified in their employee settings.

• Preference: Enforce minimum hours per schedule

  Enable this preference so the staff group employees are not assigned to more than the minimum number of hours specified for the schedule.

• Constraint: Do not schedule staff more than ___ shift(s) per day

  Enable this constraint to ensure staff group employees are not assigned to more than the specified number of shifts per day.

• Constraint: Do not schedule staff more than ___ shift(s) per schedule

  Enable this constraint to ensure staff group employees are not assigned to more than the specified number of shifts per schedule.

• Constraint: Max 2 nights per week after ___

  Enable this constraint to ensure the staff group employees are not assigned to more than two nights per week that extend past the specified time.

• Preference: Maximum ___ Saturdays per calendar month

  Enable this preference so the staff group employees are not assigned more than the specified number of Saturdays per month.

• Preference: Maximum ___ Sundays per calendar month

  Enable this preference so the staff group employees are not assigned more than the specified number of Sundays per month.

• Preference: Do not schedule Saturday and Sunday in same weekend

  Enable this preference so staff group employees are not assigned to work both weekend days.

• Preference: Do not schedule both Friday after ___ and Saturday after ___

  Enable this preference to ensure the staff group employees are not scheduled on both Friday and Saturday after the specified times.

• Preference: Do not allow overtime

  Enable this preference so staff group employees are not assigned to more than the maximum number of hours before overtime payment is required.

• Constraint: Assign staff using ___ technique

  Enable this constraint to assign staff group employees using the specified technique:

  • randomization - employees are assigned randomly.
  • seniority - employees are assigned based on their date of seniority and the most senior employees are assigned first.
  • date-of-hire - employees are assigned based on the date they were hired and the employees hired earliest are assigned first.

• Constraint: Maximum consecutive work days: ___

  Enable this constraint to ensure staff group employees are not assigned to more than the specified number of consecutive work days.

• Preference: Prefer to schedule full-time employees: Yes/No

  Enable this preference so full-time employees in the staff group are scheduled before part-time employees in the staff group.

• Constraint: Do not exceed budget

  Enable this constraint to ensure the schedule adheres to a budget.

• Preference: Maximum ___ closing shifts per schedule

  Enable this preference so staff group employees are not assigned to more than the specified maximum number of closing shifts per schedule.

• Preference: Minimum 2 consecutive days off

  Enable this preference so staff group employees are not assigned to more than the specified minimum number of consecutive days off.

• Preference: Minimum ___ hours between shifts

  Enable this preference so staff group employees are not assigned to shifts with less than the specified number of hours between shifts.

• Preference: Maximum ___ weekends in month (Sat/Sun Combos)

  Enable this preference so staff group employees are not assigned to more than the specified number of weekends per month.

• Preference: Assign staff randomly

  Enable this preference so staff group employees are assigned randomly.

• Constraint: Do not assign staff to more than ___ hour(s) in schedule

  Enable this constraint to ensure staff group employees are not assigned to more than the maximum number of hours specified for the schedule.

• Constraint: Do not assign staff to more than ___ hour(s) in day

  Enable this constraint to ensure staff group employees are not assigned to more than the maximum number of hours specified for a day.

• Constraint: Do not assign staff to more than ___ day(s) in schedule

  Enable this constraint to ensure staff group employees are not assigned to more than the maximum number of days specified for the schedule.

• Preference: Minimize employee cost

  Enable this preference to assign shifts so as to minimize the cost of the employees.

• Constraint: Schedule to Ownership

  Enable this constraint to ensure the schedule uses the Schedule to Ownership feature.