Schedule compliance

Shift Billboard ensures that schedule compliance rules are followed when employees post or claim shifts. When an employee posts a shift, schedule compliance is evaluated to determine warnings or errors that would be caused if the shift was removed from the posting employee's schedule due to another employee claiming the shift. Schedule compliance is evaluated when employees attempt to claim a shift for warnings or errors that would be caused by adding the shift to their schedule. These detected schedule compliance issues are displayed when employees view an available billboard shift. During a claim attempt, the effects of removing the shift from the posting employee's schedule are also reevaluated in case changes were made to the schedule in the time between the shift posting and the claim attempt.

Customers implementing Shift Billboard should consider which schedule changes employees are allowed to make to their own schedules. Some schedule changes may be allowed without management approval, some may require approval, and some may not be allowed under any circumstances. The default posting and claiming workflows do not allow any transactions to introduce schedule compliance errors into the schedule. These workflows require approval by a supervisor for any transactions that would introduce schedule compliance warnings. Customized workflows can be implemented to customize the behavior when schedule compliance warnings are caused by shift posts or claims.

For example, employees are allowed to claim shifts without approval as long as their weekly schedule would not exceed 40 hours. Supervisor approval is required to claim a shift that gives an employee over 40 hours in a week, but employees can never claim a shift that puts them over 50 hours in a week. With the default Shift Billboard workflows, this could be accomplished by creating schedule compliance rules that trigger a warning when employees exceed 40 hours a week and trigger an error when employees exceed 50 hours a week.

Schedule compliance approval

When a supervisor, or other user, approves a claim request, schedule compliance warnings that are related to that claim request are also approved. The schedule compliance warnings are displayed in ASV with a green check mark to indicate that they are approved. In the LFSO Schedule screen, approved warnings are not displayed. Note that previously approved warnings may become unapproved when users make edits to the schedule, because schedule compliance is recalculated during schedule changes.

Schedule compliance rules can be configured to allow employees to self-approve schedule compliance warnings. This can be useful for rules that employees may elect to break by posting or claiming a shift in the Shift Billboard. In the default workflow, employees can post a shift that would cause a warning that can be self-approved without seeing the potential warnings or requiring supervisor approval. When claiming a shift, warnings that the employee can self-approve are not displayed. Employees can claim a shift without supervisor approval if the shift only has warnings that can be self-approved. After a shift claim is successful, self-approved warnings are displayed as approved in ASV.

Note: Self-approved warnings are not displayed in the LFSO Schedule screen.

Shifts cannot be posted by employees if they have existing schedule compliance warnings that are unapproved. Before an employee can post a shift, any schedule compliance warnings on the shift must be approved by a supervisor in the appropriate scheduling screen.