Best practices

Schedule compliance is a tool that you can use to ensure that the schedule remains compliant to your company's business rules.

When setting up schedule compliance try to keep the rules and filter combinations simple. Schedule compliance groups with rule and filter combinations, can become complex quickly. Ideally, create as few active schedule compliance groups, rules, and filters as is possible.

Each rule increases the amount of data that is loaded. Large numbers of rules can reduce performance. In particular, aggregate rules that span more than a single day should be used sparingly.

Set up schedule compliance using these guide lines:

• Model the subset of employees and schedule details that have similar rule requirements (such as non-minor full time employees).
• Create a schedule compliance group.
• Add the filters that separate the subset of employees and schedule details from the general employee and schedule detail pool to the schedule compliance group.
• Test the filters using real data on a non-live server.
• Add the rules that validate schedule details for the filtered data to the schedule compliance group.
• Test the rules using real data on a non-live server.
• Activate the schedule compliance group on a staging server to test using real data. Ensure that the default shift patterns (fixed shifts) do not cause violations.
• When testing is complete, configure all filters and rules on the live system. Then activate the schedule compliance groups.