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The Qualification Rules button opens a screen displaying the rules used for each pass of the Schedule Assistant Call Off wizard.
indicate where the Rule will display. When the Hide When Run box is checked, users cannot see nor change the setting options for this rule when running the Schedule Assistant wizard. Therefore, the settings and values set up on this page are used whenever this rule is selected. For example, if the Approved Hours rule is selected, when the Pay Period Variance field is set to Hide When Run, the number of hours entered in this screen is always used as a selection criterion with this rule. If the Hide When Run box is NOT checked, the user can enter the number of hours of variance each time the wizard is run.
When the Hide When Run box is NOT checked, default values are optional, and the user can modify the values in this field when running the Scheduling Assistant wizard. Note: When running the wizard, these same fields are available and must be given values. If default values are not set up in this screen, the user must complete the fields each time the wizard is run. Therefore, default values are recommended.
Note: The qualification rule parameters are defined on the Assignment Codes screen. For example, if the Approved Hours rule is selected, the system refers to the SchedHours assignment parameters.
The following Qualification Rules are available with the Scheduling Assistant Call Off option. Click on the link below to navigate to the description:
This rule includes employees who are currently scheduled above their Total Approved hours. The Total Approved Hours are the 
Daily Hours value plus the Daily Variance in minutes and/or the employees' Approved Hours value plus the Pay Period Variance value in minutes.
The number of hours per day this employee is authorized to work. This value is used when validating employee Daily Approved Hours.
Note: Approved Hours and Daily Hours values are found on the Employee Record>Primary Home Labor Distribution screen.
The following additional fields are available when configuring Overtime Hours:
Daily |
Indicates whether the employees' approved hours are verified by their adjusted daily hours value (Yes/No). When this field is set to Yes, also configure the Daily Variance field. |
Weekly/Biweekly |
Indicates whether the employees' approved hours are verified by their adjusted weekly or biweekly approved hours value (Yes/No). When set to Yes, the Wkly/Bi-wkly Variance field should also be set up. |
Daily Variance |
Determines the allowable variance in minutes between the employees' daily approved hours and the calculated value if they were assigned the potential schedule. If employees exceed this number of minutes above their daily hours, they are included in the listing. |
Wkly/Bi-wkly Variance |
Determines the allowable variance in minutes between the employees' weekly/biweekly approved hours and the calculated value if they were assigned the potential schedule. If employees exceed this number of minutes above their approved hours, they are included in the listing. |
The Hide When Run check box determines whether these fields are visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
This rule determines whether to include or exclude employees with a specific classification (Instructor, Agency/Pool Employee, TimeID Employee, SecurALL Employee, Audit Employee). For example, this rule can be used to exclude all employees who are set up as audit employees, or to include only employees that belong to an Agency/Pool, etc.
Note: An employee has a matching classification if the value is set to Yes in the Employee record>General screen>Classification tab.
The following additional fields display when configuring the Classification rule:
Employee Classification |
From the drop down menu, select the classification option to be validated. |
Employee Has Classification |
Determines how to process the classification information:
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The Hide When Run check box determines whether these fields are visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
Employees Home Organization Unit
This rule evaluates the Home labor distribution records of all scheduled employees to see if they match the labor distribution of the schedule. This rule can be used to search only for Home employees, or search for only Non-home employees.
The following additional fields are available for configuration:
Employees Home Organization Unit |
Enter the trunk, The branch structure level is the third of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels. During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen. |
Is Home |
Indicates whether the employees to be included in the list should be Home employees (Yes/No)
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The Hide When Run check box determines whether these fields are visible and editable when running the wizard. More about the Hide When Run check box.
Verifies the employee has a primary home shift assignment that matches the one entered in the wizard. This value is found in the employee's Primary Home labor distribution records in the Shift Code field.
The default work shift the employee is assigned to (i.e. 1, 2, 3). This value is used when sorting reports and the schedule screen by the employee's shift.
The following additional field is available for configuration:
Employee Shift |
Enter the Shift Code of employees who should be included in the results listing (e.g. 1, 2, 3, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
Uses indicator settings to determine if employees qualify for this selection style pass. Click on the icon to the right of the field to open the List Selector of indicator options.
The following fields display when configuring the Indicator rule:
Table |
The table where the indicator is located, as selected from the drop down menu. |
Classification |
Select whether the classification of the indicator is Standard, Customer, User Defined, or Replicated. |
Category |
Select the application or process using this selection style from the List Selector accessed with the icon to the right of the field. |
Number |
The number of the indicator of the selected table used as qualification criteria. |
Value |
The value entered for the selected indicator. |
The Hide When Run check box determines whether these fields are visible and editable when running the wizard. More about the Hide When Run check box.
This rule validates that the employee status assigned to the employees has a classification of Active.
The employment status of the employee (e.g. Active, Inactive, Terminated, etc.).
Note: These values are previously set up on the Configuration section> Employee card> Employee Status screen.
This rule verifies that the employees in the resulting list have a qualifying job class linked to the profile being searched for by the wizard.
The following additional field displays when configuring a Job Class Permissions rule:
Is Job Class Assigned |
Indicates whether the employee has an existing schedule to work a job class linked to the selected Profile in the time period (Yes/No)
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The Hide When Run check box determines whether these fields are visible and editable when running the wizard. More about the Hide When Run check box.
Employees are included in the list of qualified employees when a schedule they have set to Offered overlaps the time frame being searched by the Scheduling Assistant Call Off wizard.
Note: Employees with Offered schedules are only listed when the Scheduling Assistant is being run days in advance of the schedule where the call off is occurring. Offered Schedules does not look at records that were previously marked as offered.
This rule includes employees who are currently scheduled above their Total Overtime Hours. The Total Overtime hours are the employees Daily Overtime Hours value plus the Daily Variance in minutes and/or the Weekly Overtime Hours value plus the Pay Period Variance value in minutes.
The number of hours an employee can work per pay period or per week before incurring overtime pay, if applicable. Note: Assignment parameter settings determine if this value is for a pay period or for a week.
More About Weekly/Pay Period Overtime Determination
The Weekly/Pay Period Overtime cutoff value is set on the Configuration screen>Assignments card>Assignment Code screen>SchedHours Assignment Source Code>Parameters tab>Schedule Standard Hour 2.
The number of hours per day an employee can work before incurring overtime pay, if applicable. If employees are not paid overtime based on daily hours, this field should be left blank or set to zero.
Note: When there is no value provided for this field from the employee download, this value is automatically set to zero. A zero in this field means that the employee overtime is not calculated on daily hours.
Note: Overtime hours values are found on the Employee record>Primary Home Labor Distribution screen.
The following additional fields are available when configuring Overtime Hours:
Daily |
Indicates whether the employees' overtime hours are verified by their adjusted daily overtime hours value (Yes/No). When this field is set to Yes, also configure the Daily Variance field. |
Weekly/Bi-Weekly |
Indicates whether the employees' overtime hours are verified by their adjusted weekly/bi-weekly overtime hours value (Yes/No). When set to Yes, the Wkly/Bi-Wkly Variance field should also be set up. |
Daily Variance |
Determines the allowable variance in minutes between the employees' daily overtime hours and the calculated value if they were assigned the potential schedule. If employees exceed this number of minutes above their overtime hours, they are included in the listing. |
Wkly/Bi-Wkly Variance |
Determines the allowable variance in minutes between the employees' weekly/biweekly overtime hours and the calculated value if they were assigned the potential schedule. If employees exceed this number of minutes above their overtime hours, they are included in the listing. |
The Hide When Run check box determines whether these fields are visible and editable when running the wizard. More about the Hide When Run check box.
Verifies the employee has a matching pool code assignment as the one entered in the wizard. This value is found in the employee's record in the Pools screen.
The following additional field is available for configuration:
Employee Pool |
Enter the Pool Code of employees who should be included in the results listing. |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
This rule determines that the employees included in the listing are either Standard or Relief employees.
The following additional field displays when configuring a Position Classification rule:
Classification |
From the drop down menu, select whether the included employees' positions should be either standard or relief. This value is validated against the Relief Position field in the related Labor Distribution record in the employee record (for positions that are not Primary Home).
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The Hide When Run check box determines whether these fields are visible and editable when running the wizard. More about the Hide When Run check box.
This rule verifies that the employees in the resulting list have a qualifying position (in their Labor Distribution records) that is linked to the profile being searched for by the wizard.
The following additional fields display when configuring a Position Permissions rule:
Is Position Assigned |
Indicates whether the employee has an existing schedule to work a position linked to the selected Profile in the time period (Yes/No)
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The Hide When Run check box determines whether these fields are visible and editable when running the wizard. More about the Hide When Run check box.
Employees are included in the list of qualified employees when the employee’s scheduled activity code is either productive or non-productive (depending upon setting).
The following additional fields display when configuring a Productive/Non-Productive rule:
Is Productive |
Indicates whether the employee has an existing schedule to work an activity code that is marked to be Productive (Yes/No).
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The Hide When Run check box determines whether these fields are visible and editable when running the wizard. More about the Hide When Run check box.
This rule verifies that the employees in the resulting list meet all the qualifications of the profile being searched for by the wizard.
The following additional fields display when configuring a Profile Permissions rule:
Is Profile Assigned |
Indicates whether the employee has an existing schedule to work the selected Profile in the time period (Yes/No)
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The Hide When Run check box determines whether these fields are visible and editable when running the wizard. More about the Hide When Run check box.
This rules is intended to allow a search to eliminate schedules that started X minutes before the Call Off time frame, or end within X minutes of the end of the Call Off time frame.
When an employee schedule overlaps the time frame for Call Off then the employee is included in the list of qualified employees. The lunch is included when checking the end time of the scheduled activity code.
Note: Only Pay Codes with a Type set to Hours will be validated for the Schedule Overlap rule. Pay Codes with a Type set to Dollars or Units will not be validated for the Schedule Overlap rule.
The following additional fields are available for configuration:
Starts Within |
The number of minutes to subtract from the Start of the Call Off time frame. All schedules that start before this time are not included in the scheduling assistant list. |
End Within |
The number of minutes to add to the end of the Call Off time frame. All schedules that end after this time are not included in the Scheduling Assistant List. |
The Hide When Run check box determines whether these fields are visible and editable when running the wizard. More about the Hide When Run check box.
This rule searches for employees who are assigned a schedule with the specified activity code or activity group when calling off employees.
The following additional fields are available for configuration:
Activity Code |
Opens a search screen to select the activity code to search for. Employees assigned to schedules with the selected activity code are included in the results list. |
Activity Group |
Opens a search screen to select the activity group to search for. Employees assigned to schedules with activity codes linked to the specified activity group are included in the results list. |
The Hide When Run check box determines whether these fields are visible and editable when running the wizard. More about the Hide When Run check box.
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The following additional section options are available in the left pane: Adding a Call Off Selection Style |