Qualification Rules (Edit Validation)

The Qualification Rules button opens a screen displaying the rules used for validating employee schedule edits.

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.

The following Qualification Rules are available with the Edit Validation option. Click on the link below to navigate to the description:

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.

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:

Daily	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.
Pay Period	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.
Daily Variance	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.
Pay Period Variance	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.

This rule validates that a coverage period will not be overstaffed by more than a certain number of hours within the coverage period. For example, if the staffing needs in an 8-hour coverage period is set to 3, this means that there can be 24 hours of employee staffing scheduled into that 8 hour period--ANY 24 hours (e.g. four 6-hour shifts, six 4-hour shifts--even six 4-hours shifts that all start at the same time.)

The Allowable Coverage Overstaffing value is determined as follows:

When the Profile being scheduled has a value in the Allowable Coverage Overstaffing Parameter (Profile Parameter Schedule Process Number 1), the value is added to the Need to determine the Updated Need.
When the Profile being scheduled does not contain a value in the Allowable Coverage Overstaffing Parameter, the value of the Allowable Coverage Overstaffing field on the current valid Staffing Configuration for the organization unit is added to the Need to determine the Updated Need.

Employee Position Permissions Note: It is recommended that any time of the Position Skill, Station or Station Skill rules are applied to a selection style, this rule is also applied

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 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.

This rule verifies that manually adding or editing an employee schedule will not cause the profile to be staffed above the needs for any 15 minute block of time.

If there is an Allowable Overstaffing parameter value set up on the profile (Schedule Standard Integer 2), that profile can be over-staffed up to the value amount. For example, if the established need for an LPN is 3, and the over-staffing parameter is set to 1, up to 4 LPN's can be scheduled without violating this rule.
If there is an Allowable Overstaffing value set up on the self scheduling screen of the Staffing Configuration for the labor distribution, employees can self schedule over the needs up to the value amount. For example, if the established needs for any profile is 3, and the over-staffing parameter is set to 1, up to 4 employees can be scheduled for any profile without violating this rule.
If the Profile Allowable Overstaffing value is not the same as the Self Schedule Allowable Overstaffing value, the Profile value is used when scheduling the applicable profile.

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.

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	When set to Yes, the preferences for the rotating schedules are validated. If the employee does not have a preference or preference override set up on a rotating schedule, the preferred day to work is validated instead. When this value is set to No, employee preferred day and preferred day override settings are not validated.
Rotations Only	When set to Yes, employees must have a preferred day or preferred day with override set up on a Rotating Schedule to qualify. When set to No, employees who do not have a rotation schedule are also eligible for this pass,as long as other preference criteria are met.
Priority	Populates only employee schedule preferences that have a matching priority value set up. For example, if this value is set to 1, the system searches for qualified employees with a schedule preference set up with a priority value of 1. Employee priority values are set up on the employees' Schedule Preferences screen. Note: The Preference Rule Priority is used to have employees scheduled into their first preference before their second preference, then their third preference, etc. This requires that several passes exist within the selection style being processed when creating the schedule. Leave this field blank to accept all matching employee preferences regardless of the priority value (or if the priority value is left blank) in the employee record.
Position	When set to Yes, qualifying employees must have a matching Position code set as a preference in their Schedule Preferences screen. When set to No, position preferences are not validated.
Activity	When set to Yes, qualifying employees must have a matching activity code set up in their Schedule Preferences screen in their employee record. When set to No, activity code preferences are not validated.
Shift Values	When set to Yes, the system selects only employees with values set up in their Schedule Preferences screen that do not conflict with the schedule opening. When set to No, shift value preferences are not validated.
Days of Week	Qualifying employees must have a matching day of the week set up as a preference (set to Yes) in their Schedule Preferences screen. When set to No, day-of-week preferences are not validated.

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.