Creating self-scheduling rules
To create self-scheduling rules:
- Select Scheduling > Self-Scheduling > Group Rule.
- Click Create New Entry.
-
In the Self Scheduling Group Rule section, specify this
information:
- Group
- Select the self-scheduling group for which you are adding the rule using the lookup.
- Group Rule
- Select the rule type from the drop-down list:
- RTSS Maximum Rule: Rule specifies a maximum number of shifts, hours, or FTE.
- RTSS Minimum Rule: Rule specifies a minimum number of shifts, hours, or FTE.
- Click Add Rule to add the rule.
-
Specify this information:
- Group Rule Name
- Specify the group rule name. The default value is a combination of the group name and the rule type that you selected.
- Error Description
- Optionally, specify a detailed error message that is displayed when an employee violates the rule. If you leave this field blank, a generic message is displayed such as 9/11/2005 - 9/17/2005 Shift Type: Working - Maximum hours/shifts exceeded.
The Self Scheduling Group Rule Parameters section displays the available parameter fields for the rule type that you selected.
-
Under Rule Constraints, select one of these options from the
Rule Enforcement: Level
drop-down list:
- ERROR: The system does not allow employees to proceed with an action when the rule is violated. The selected shift will not be saved.
- WARNING: The employee can accept the message before proceeding with an action. By accepting a warning, the selected shift will be saved. If the employee does not accept the warning, the selected shift will not be saved.
-
Under Employee Constraints, specify this information to define
which employees to enforce the rule for. An employee must satisfy all the
criteria specified for the rule to apply to them.
- Employment Type
- Select the employment type from the list. You can select multiple types from the list.
- Default Hours
- Specify a range of default hours in the Minimum and Maximum fields. The rule applies to employees who have default hours, as defined in the Default Minutes field of the employee profile, within this range.
- FTE Parameter
- Specify a range of full-time equivalent (FTE) values (up to three decimal places) in the Minimum and Maximum fields.
- Jobs
- Select the job categories that the rule applies to from the list. You can select multiple job categories from the list.
- Work Type
- Select the work type from the list. You can select multiple types from the list.
-
Under Shift Constraints, specify this information to define the
schedule details that the rule enforces:
- The Quantity of the
- Select one of these options:
- Number of Hours: The rule applies to employees who work a specified number of hours. Specify the number of hours in the Where Number equals field.
- Number of Shifts: The rule applies to employees who work a specified number of shifts. Specify the number of shifts in the Where Number equals field.
- Employee FTE: The rule uses the FTE value from each employee's profile as the minimum or maximum value. The Where Number equals field is not used when this option is selected.
After selecting an option in The Quantity of the field, select the shift types that the rule applies to in the of the Shift Type of field.
- On the following Day Type
- Specify the day type that applies to the
rule:
- All Days: The rule applies to all day types (for example, weekends and weekdays).
-
Weekend Days: The
rule applies to a specified weekend date range. When you
select this option, you must specify additional information:
- Start Day of Weekend
- Select the first day of the weekend period.
- End Day of Weekend
- Select the last day of the weekend period.
- Start Time of Day
- Specify the start time for the day that you selected for the Start Day of Weekend field.
- End Time of Day
- Specify the end time for the day that you selected for the End Day of Weekend field.
-
Weekday
Days: The rule applies to a specified
weekday date range. When you select this option, you must
specify additional information:
- Start Day of Week
- Select the first day of the weekday period.
- End Day of Week
- Select the last day of the weekday period.
- Start Time of Day
- Specify the start time for the day that you selected for the Start Day of Week field.
- End Time of Day
- Specify the end time for the day that you selected for the End Day of Week field.
-
Specific
Days: The rule applies to the selected days
of the week. When you select this option, you must specify
additional information:
- Specify Days
- Select the days that apply to the rule from the list. You can select multiple days using the Ctrl key when clicking on the day.
- Period Parameter
- Select the period when the rule is
enforced:
- Weekly: The rule is enforced for a week at a time.
- Bi-Weekly: The rule is enforced for two weeks at a time.
- Scheduling Period: The rule is enforced for the scheduling period.
- Click Save to save the self-scheduling rule.