Self-scheduling group, group set, and group rule

A self-scheduling group is a collection of employees who can assign themselves to shifts during a common time frame. Employees must be associated with a group if they are to access self-scheduling in Employee Transaction Management (ETM). Individual employees or entire teams are assigned to self-scheduling groups by the administrator.

If a group is applied to individual employees, you can determine the effective start and end date that the employee is affiliated with the group. A process can include multiple groups if there is a need to stagger self-scheduling access, perhaps for seniority reason. Groups can also include employees from multiple teams.

A self-scheduling group set is an optional feature best suited for an organization that includes multiple groups in their processes. This feature is a tool that you can use to speed-up process creation. Instead of individually associating each group with the process, which could be time-consuming, you can simply add the group set once. This process can be pre-configured to include the various groups.

A self-scheduling group rule ensures equitable distribution of most desired and least desired shifts when self-scheduling. For example, you may want a rule that ensures employees are not able to avoid Friday on-call shifts, which would be configured as a minimum rule. The rule must be enabled in the Group Rule page where the rule name, enforcement level, enforcement point, and group rule name are defined.

You can associate various constraints on the rule within the Group Rule page, starting with rule constraints. You must specify the enforcement point and level in this section.