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The Qualification Rules button opens a screen displaying the rules used for each pass of the selected process (auto scheduling, edit validation, scheduling assistant call in). Only selected rules are validated when running the passes. Employees must meet the criteria of each of the qualification rules to be eligible for the pass.
indicate where the Rule will display. 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 Auto Scheduling option. Click on the link below to view the description:
This rule is used when automatically scheduling core schedules. This populates all core schedules for the employees listed in the open schedule screen, not just the core schedules in the labor distributions included in the open schedule.
Note: Employee core schedules are set up in the Employee Record>Rotating Schedules screen.
This rule includes employees who are currently scheduled below their Total Approved Hours. The Total Approved Hours are the employees' 
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: Each employee's Approved Hours and Daily Hours values are found on the Employees record>Labor Distribution screen.
The following additional fields are available when configuring Approved Hours:
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Indicates whether the employees' approved hours are verified by their Daily Approved Hours value. (Yes/No) When this field is set to Yes, also configure the Daily Variance field. |
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Indicates whether the employees' approved hours are verified by pay period. (Yes/No) When set to Yes, the Pay Period Variance field should also be set up. |
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Indicates the allowable variance in minutes between the employee's daily approved hours and the calculated value if they were assigned the potential schedule. If employees will not exceed the adjusted approved hours, they qualify for this schedule. |
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Indicates the allowable variance in minutes between the employee's weekly/pay period approved hours and the calculated value if they were assigned the potential schedule. If employees will not exceed the adjusted approved hours, they qualify for this schedule. |
This rule verifies that employees do not have a scheduled Education Tracking class overlapping the time frame of the potential schedule, and also verifies there are a minimum number of minutes between the class and the potential schedule.
The allowable minutes of overlap for each employee is determined by the Assignment Code with the Assignment Source Code of SchedOverlap which pertains to that employee, based on the qualification criteria of the assignment.
Note: For more information on the parameter values for this assignment, see the Feature Configuration section>Scheduling Assignments>Schedule Overlap Assignment.
Verifies that employees would not be violating their Combination of Shift assignment rule if they were given the potential schedule. The Combination of Shifts rule indicates the maximum number of shifts an employee can work in a week based on the length of the shift.
The allowable number of shifts of specific length for each employee is determined by the Assignment Code with the Assignment Source Code of Cmb Shifts which pertains to that employee, based on the qualification criteria of the assignment.
Note: For more information on the configuration of this assignment see the section in this documentation on the Feature Configuration section>Scheduling Assignments>Combination of Shifts Assignments.
Verifies that employees meet all the educational requirements of the potential assignment.
The educational requirements are determined by the assigned organization unit, position, and/or job class of the position being scheduled. Education qualifications of an employee can be viewed in the Employee record>Education Summary screen.
If the potential schedule assignment falls within a holiday time frame, this rule verifies that employees are eligible to work, based on their Holiday assignment table.
The holiday rotation schedule for each employee is determined by the Assignment Code with the Assignment Source Code of Holiday which pertains to that employee, based on the qualification criteria of the assignment.
Note: For more information on the Holiday Rotations, see the section in this documentation on Feature Configuration>Scheduling Assignments>Creating Holiday Staffing Assignments.
Verifies that the employees' home labor distribution matches the labor distribution of the potential schedule assignment.
An employee's home labor distribution is found in the Employee record>Labor Distribution card>Primary Home assignment.
Verifies that employees have a valid license for each of the position and/or profile license requirements linked to the potential schedule assignment.
Employee licenses can be found in the Employee record>Licenses screen.
Verifies that employees will not exceed the maximum work stretch rule (days and/or hours scheduled in a row) if they are scheduled for this assignment.
The allowable maximum work stretch days and/or hours for each employee is determined by the Assignment Code with the Assignment Source Code of MaxWrk which pertains to that employee, based on the qualification criteria of the assignment.
Note: For more information on the configuration of this assignment see the section in this documentation on the Feature Configuration section>Scheduling Assignments>Maximum Work Stretch Assignments.
Compares the employees' overtime hours value with the number of hours they would be scheduled if they were given the potential schedule. If employees would exceed their overtime hours, they are not included in the list of qualified employees.
The allowable variance values used when running the Automatic Scheduling and/or the Edit Validation are found on the Configuration section>Assignments card>Assignment Codes screen>Parameters tab. The allowable overtime hours for each employee is determined by the Assignment Code with the Assignment Source Code of SchedHours which pertains to that employee, based on the qualification criteria of the assignment. Daily Overtime Hours and Weekly Overtime Hours values are found in the Employee Record>Primary Home Labor Distribution screen.
Note: For more information on the indicator parameter values for this assignment, see the Feature Configuration section>Scheduling Assignments>Scheduled Hours Assignment.
Verifies that employees meet or exceed skill levels established for the position linked to the schedule assignment.
Employee position skills are set up on the Employee Record>Labor Distribution screen with the related Position code.
Only selects employees with the indicated matching activity code, position or shift value combination from the employee Schedule Preferences screen or Rotating Schedule screen. Select Yes from the drop down menu to choose the preferences to be validated.
The following fields display when configuring the Preferences rule:
Rotations |
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Rotations Only |
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Priority |
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Position |
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Activity |
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Shift Values |
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Days of Week |
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This rule is used to ensure the potential schedule does not overlap with an existing employee schedule, and that the minimum buffer period minutes are maintained between an existing schedule and the new schedule.
The buffer values used when running the Automatic Scheduling and/or the Edit Validation are found on the Configuration section>Assignments card>Assignment Codes screen>Parameters tab. The allowable schedule overlap for each employee is determined by the Assignment Code with the Assignment Source Code of SchedOverlap which pertains to that employee, based on the qualification criteria of the assignment.
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.
Note: For more information on the parameter values for this assignment, see the Feature Configuration section>Scheduling Assignments>Schedule Overlap Assignment.
Verifies the employee will not exceed the shift equity assignment parameters if awarded this schedule. Shift equity assignment rules determine if the employee can only work a specified number of day, evening and/or night shifts.
The allowable number of shifts within each coverage period for each employee is determined by the Assignment Code with the Assignment Source Code of Shift Equity which pertains to that employee, based on the qualification criteria of the assignment.
Note: For more information on this assignment, see the documentation on Feature Configuration>Scheduling Assignments>Shift Equity Assignments.
Verifies that employees meet or exceed skill levels established for the station linked to the schedule assignment.
Employee station skills are set up on the employee record on the Stations screen.
This rule verifies the employee has the Station qualification(s) required by the staffing profile.
Employee station skills are set up for the related position record on the Employee record>Labor Distribution screen>Stations button.
Verifies that employees do not have any approved unavailability or recurring unavailability requests during the time frame of the potential schedule assignment.
Verifies that the weekend rules pertaining to the employees are not violated if given the potential schedule. The weekend rotation schedule for each employee is determined by the Assignment Code with the Assignment Source Code of Weekend which pertains to that employee, based on the qualification criteria of the assignment.
Note: For more information on the configuration of Weekend Assignments, see the documentation on Feature Configuration>Scheduling Assignments Configuration>Weekend Staffing Assignments.
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The following additional section options are available in the left pane: Adding an Auto Schedule Selection Style |