Auto Schedule Passes

The Auto(matic) Schedule option defines the passes for the scheduling process, including the sequence of the passes, the rules validated with each pass, and the sort order of qualifying employees.

When a Pass record is open for the Automatic Schedule Creation option, the following additional section options are displayed:

The following Actions are available in the left pane when the Passes button is selected:

Click on the Add button to open a screen to create a new record.

Complete the following steps:

Click on the Add button in the left pane. The corresponding New Record screen is displayed.
Enter data in applicable fields. The fields with an asterisk are required and must be completed before the record can be saved.
- Fields that require specific values display Field Look Up Values in the right pane. If there is no right pane, the List Selector icon is displayed to the right of a field to open a listing of valid values.
  The List Selector icon opens a screen to select valid options for a specific field. Depending on the field, the values on this list may be set up on the corresponding configuration screen, or may be standard or client-defined values in the system.
  
  Click on the icon to the right of a field to open the List Selector screen. Click the selected value to load it to the field.
  
  Note: This listing option is used in screens when the right pane is not available to display the Field Look Up Values.
  
  If specific values are required for a field, valid options may be displayed in the Field Look Up Values in the right pane. Usually, these values are previously set up on the corresponding Configuration screen. Scroll down the list to find the required value using the vertical scroll bar to the right of the list.
  
  Note: If the first few characters are typed into the field, the list automatically scrolls to the values beginning with the corresponding values.
  
  Screens that do not have a right pane available have the list selector icon to open a listing of valid values. Click this icon to open the list.
  
  Note: Organization Unit information may need to be entered before values are displayed. For example, when accessing a Job Class field, the job class options available are linked to specific organization units. The organization unit where job classes are created must be entered before the options are displayed.
- Fields that require specific standard response values (for example, Yes/No) display a Drop-Down Menu arrow to open a list of valid options.
  If specific standard values are required for a field, valid options may be displayed in a Drop Down Menu. These are usually standard options, or may be client defined. The values are not accessible through a configuration screen.
  
  Click on the drop down menu arrow to display the options.
When all data has been entered, click on the Save button to save the new record values.

Note: For more information and screen prints, see Adding a New Record.

The Copy Selected button is used to copy an existing scheduling assistant pass. All the settings on the Selection, Qualification, and Sorting screens are copied to the new record. After copying, any of these values can be modified.

To copy and modify one or more existing passes, complete the following steps:

Click on the selection box to the left of each pass to be copied. A check mark is displayed in the box.
Click on the Copy Selected button in the left pane.
Copies of each of the selected passes are displayed. The copied passes have the same name as the original.
Click on the folder to the left of each pass to open it.
Modify the Description, so that this pass can be differentiated from the pass which was copied.
Modify any of the values in the Selection, Qualification, or Sorting screens.
Click on the Save button at the bottom of the screen to save the updated record.

Selection Rule	Opens a screen to select the rule used with this pass of the Selection Style (e.g. Core Schedules, Core Staffing Plan or Staffing Plan). Choose the rule from the Field Look Up Values.
Qualification Rules	Opens a screen to determine employee qualification criteria for each pass. Drag rules listed from the Available qualification rules table to the Selected qualification rules table.
Sorting Rules	Opens a screen to view and maintain sorting of employee names returned in a specific pass. Drag applicable rules from the Available sorting rules to the Selected sorting rules table. Sorting rules need additional configuration to determine the point value, sort direction, etc.