Selection Styles

The Selection Styles screen defines the rules used in the following scheduling features: self scheduling, automatic schedule creation, validation of manually entered schedule assignments, requests to work, and the Schedule Assistant call in wizard.

With the Request to Work feature, these styles determine the rules that are validated when an employee submits a Request to Work and when a supervisor approves the request. Depending on the authorization role of the employee and/or the supervisor, they may be able to override the validation and continue to enter the schedule.

More About Overriding Schedule Validations

Depending on Roles assigned to users, they may be able to override validation messages and continue to add, edit, or approve a schedule. If users do not have the authorization to override the exception, there is no option to continue and save the transaction.

Override access is determined by:

The Maximum Severity Level override allowed by the user's role
The Severity Level of the exception message

Maximum Severity Level Override Allowed by the User's Role

Depending on the role assigned to users, they may be able to override the exception message generated when a scheduling rule is violated by adding, editing, or approving a request for a schedule.

The roles are found in the Configuration section>System card>Roles screen.

In the Maximum Severity Level field, indicate the severity level of the validation exception that can be overridden. Severity levels (in order of severity) are Critical, Warning, and Informational. All exceptions with that severity level or below can be overridden for assigned users. For example, if this value is set to Warning, this user can override validation exceptions of Warning and Informational, but cannot override exceptions with a severity level of Critical. If no value is entered in this field, the user cannot override ANY level of exception message.

Severity Level of the Exception

Severity levels for a validation rule are set up on the Configuration section>System card>Exception Value screen, in the Severity Level field. Severity levels (in order of severity) are Critical, Warning, Informational, or None.

Note: The severity level displayed in the warning message may not match the value set up on this screen. If the user is able to override the error, then the level is displayed as Warning regardless of the actual exception definition severity level. If the user is not able to override the error then the level is displayed as Critical regardless of the exception definition.

Note: A selection style that has previously been created for manual scheduling or self scheduling can also be used for the Request to Work validation, or a new one can be created specifically for this feature. Eligible selection styles must be configured with a Type selected of Edit Validation.

Auto Schedule	Determines the rules validated when running the automatic scheduling process.
Edit Validation	Determines the rules validated when an employee activity is manually added to the schedule, such as from self scheduling or shift trading and offering.
Scheduling Assistant Call In	Determines the rules validated when searching for a qualified employee to fill a schedule opening.
Scheduling Assistant Call Off	Determines the rules validated when searching for a scheduled employee to remove from the schedule.
Schedule Period Validation	Determines the rules validated when using Minimum Staffing. For more information, see the Minimum Staffing User Guide in the Feature Set Up Instructions section.