Fair Schedule Rule

Class Name

com.workbrain.app.ta.quickrules.FairScheduleRule

Overview

The Fair Schedule Rule is used when clients must conform to fair scheduling (schedule predictability) laws. These laws govern how employees are reimbursed for last-minute schedule changes.

Fair scheduling laws define a minimum amount of notice an employee must be given when their schedule changes. When the change occurs after that minimum lead-time, the employee may be due a premium.

For example, these rules apply to retail employees in San Francisco:

  • If they are given less than 24 hours notice:
    • For shifts of 4 hours or less, they are due 2 hours of additional pay.
    • For shifts of more than 4 hours, they are due 4 hours of additional pay.
  • If they are given less than 7 days notice (but 24 hours or more notice), they are due 1 hour of additional pay.

If a schedule change occurs that falls below a threshold, a fair scheduling event is logged. You can configure the Fair Schedule Rule to pay an employee the appropriate premium when an unwaived fair scheduling event has occurred.

Note: The rule only applies to changes that have been performed in the Labor Forecasting and Schedule Optimization (LFSO) module. Changes that are made directly to timesheets using overrides are not currently supported. See "Schedule edits" in the Infor Workforce Management Fair Scheduling User Guide.

Parameters

Parameters marked with an asterisk (*) are required.

Parameter Description Example
*Threshold Select the fair scheduling threshold that this rule applies to.

See "Defining thresholds" in the Infor Workforce Management Fair Scheduling User Guide.

SEATTLE
Short Shift Premium Specify the number of minutes to be awarded to the employee for an event that is related to a short shift. 120
Short Shift Threshold Specify the duration, in minutes, that separates a long shift from a short shift. When making this calculation, the rule calculates the shift length of both the old shift and the new shift. If either the old shift or the new shift exceeds the defined shift length threshold, the long shift value applies.

For example, if an employee's long shift is changed to a short shift (or unassigned) without sufficient notice, the long shift premium is paid.

Note: For areas without a short shift distinction, this value should be left blank. When left blank, all shifts are considered equally regardless of their duration.
 240
Long Shift Premium Specify the number of minutes to be awarded to the employee for an event that is related to a long shift. 240
Increase Free Grace Maximum Specify the maximum duration, in minutes, a shift can increase without becoming eligible for an employee award. If set to zero or left blank, there is no free grace duration and all increases will either fall under a pro-rated (if defined) or full compensation award. 15
Increase Pro-Rate Maximum Specify the maximum duration, in minutes, a shift can increase and still be eligible for a pro-rated award. If set to zero or left blank, there is no pro-rate duration and all increases will fall under full compensation. 59
Increase Pro-Rate Multiplier For shift increases that fall within the defined pro-rated range, specify the multiplier to be used in the calculation. Set to 1 for a standard pro-ration (for example, a 45 minute increase equals a 45 minute award). 1.0
Increase Full Award Specify an explicit number of minutes to be awarded (for example, 60) using the Minutes option or select the Calculated Value option to dynamically calculate the value of the award by subtracting the old scheduled minutes from the new scheduled minutes. For example, if an employee was previously scheduled for 360 minutes and was rescheduled up to 480 minutes, the calculated value of the increase would be 120.
Note: If the calculated value results in a negative value, then no increase-related awarded will be given. In this case, it's a decrease and subject to the decrease configuration parameters listed below.
60
Increase Full Multiplier Used in conjunction with the Increase Full Award parameter. For shift increases beyond the pro-rated range, specify the multiplier to be applied against the award value. For example, if the award is configured as 60 and this parameter is set to 1, then the final increase award is 60 minutes. If this parameter is set to 2, then the final increase award is 120 minutes. 1.0
Increase Full Maximum Used in conjunction with the Increase Full Award parameter. Specify an upper limit, in minutes, of the potential award due to the employee. This value should be set when the award type is a calculated value and the legislation sets an upper limit (for example, the employee is awarded the difference in minutes between the old and new shift, but the maximum award is defined as 120 minutes).
Note: This comparison will apply after the multiplier has been applied. For example, if the full award is defined as 60, the multiplier is defined as 2, and the maximum is defined as 180, then the potential award (60 x 2 = 120) will be compared to the maximum (180).
60
Decrease Free Grace Maximum Specify the maximum duration, in minutes, a shift can decrease without becoming eligible for an employee award. If set to zero or left blank, there is no free grace duration and all decreases will either fall under a pro-rated (if defined) or full compensation award. 10
Decrease Pro-Rate Maximum Specify the maximum duration, in minutes, a shift can decrease and still be eligible for a pro-rated award. If set to zero or left blank, there is no pro-rate duration and all decreases will fall under full compensation. 59
Decrease Pro-Rate Multiplier For shift decreases that fall within the defined pro-rated range, specify the multiplier to be used in the calculation. Set to 1 for a standard pro-ration (for example, a 30 minute decrease equals a 30 minute award). 1.0
Decrease Full Award Specify an explicit number of minutes to be awarded (for example, 60) using the Minutes option or select the Calculated Value option to dynamically calculate the value of the award by subtracting the new scheduled minutes from the old scheduled minutes. For example, if an employee was previously scheduled for 480 minutes and was rescheduled down to 360 minutes, the calculated value of the decrease would be 120.
Note: If the calculated value results in a negative value, then no decrease-related awarded will be given. In this case, it's an increase and subject to the increase configuration parameters listed above.
Calculated Value
Decrease Full Multiplier Used in conjunction with the Decrease Full Award parameter. For shift decreases beyond the pro-rated range, specify the multiplier to be used in the calculation. For example, if a decrease award pays employees half the duration of the reduction in hours, then set the Decrease Full Award parameter to Calculated Value and this parameter to 0.5. 0.5
Decrease Full Maximum Used in conjunction with the Decrease Full Award parameter. Specify an upper limit, in minutes, of the potential award due to the employee. This value should be set when the award type is a calculated value and the legislation sets an upper limit (for example, the employee is awarded the difference in minutes between the old and new shift, but the maximum award is defined as 120 minutes).
Note: This comparison will apply after the multiplier has been applied. For example, if the full award is defined as 60, the multiplier is defined as 2, and the maximum is defined as 180, then the potential award (60 x 2 = 120) will be compared to the maximum (180).
240
Time Change Only Free Grace Maximum Specify the maximum duration, in minutes, a shift can change times without becoming eligible for an employee award. If set to zero or left blank, there is no free grace duration and all time changes will either fall under a pro-rated (if defined) or full compensation award. 15
Time Change Only Pro-Rate Maximum Specify the maximum duration, in minutes, a shift can change times and still be eligible for a pro-rated award. If set to zero or left blank, there is no pro-rate duration and all time changes will full under full compensation. 59
Time Change Only Pro-Rate Multiplier For shift time changes only that fall within the pro-rated range, specify the multiplier to be used in the calculation. Set to 1 for a standard pro-ration (for example, 30 minute time change equals a 30 minute award). 1
Time Change Only Full Award The number of minutes to be awarded to the employee when the employee's shift duration does not change but the times of day at which the shift starts and ends have changed (for example, an employee was scheduled on Tuesday from 9am to 5pm at store 1234 and got rescheduled to Tuesday from 11am to 7pm at the same store).

Specify an explicit number of minutes to be awarded (for example, 60) using the Minutes option or select the Calculated Value option to dynamically calculate the number of minutes a shift was moved and assign that as the value of the award.

 60
Eligible Events Select one of these options:
  • All: Generates a premium for each eligible occurrence. For example, if an employee's original shift is increased by one hour two days in advance and increased another hour one day in advance, then the rule will generate two premiums, one for each event.
  • Last Change Only: Generates a premium only for the most recent change to a day. Using the previous example, with this option, the rule will only generate a premium for the second change (one day in advance). This is the default.
 All
*Premium Time Code Select the time code to be used for the generated premium. FAIR
*Premium Hour Type Select the hour type to be used for the generated premium. REG
Premium Rate Indicates the rate to be used for the premium. Specify an explicit rate using the Explicit option or select the Employee Base Rate option to use the employee's base rate. Employee Base Rate