Selection Rule (Schedule Assistant Call In)

The results listing includes employees with a matching indicator setting in either a Home or Alternate labor distribution record. Employee indicator settings are found in the Employee record>General screen>Indicators tab, or are indirectly assigned to employees via their organization unit or Staffing Configuration screen.

The following additional parameter options are available:

Classification	Indicates whether this indicator is Standard, Customer, User Defined, or Replicated.
Category	The card on the Indicators screen where this indicator is found (i.e. System, Schedule, System Download, etc).
Number	The numeric value of the indicator to match.
Value	The indicator setting to match with the search.
Organization Level	Determines the level where the search for the matching indicator is held. For example, if this is set for the 4th level, when the employee is assigned to an indicator that is set up at the 4th level or is a child of that 4th level, the employee name will be included in the listing. A child organization unit is one that exists at a structure level in line below a parent organization unit. Organization units are parents of all organization units in structure levels in line below it and children of all organization structure levels in line above it. To view a diagram of these relationships, see More About Parent/Child Relationships.
Includes Alternates	Determines whether or not to include employees who have a matching indicator linked to an Alternate assignment (Yes/No). When this value is set to No, only employees with a matching indicator linked to their Primary Home or Alternate Home labor distribution assignment are included in the search results.

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.

Includes employees with the specified Primary Home organization unit assigned, or a child organization unit of the entered values. Values can be entered for the Trunk, Branch and Leaf level organization units.

Trunk Organization Unit Level	Indicates the trunk organization unit level to search for a matching employee labor distribution. The trunk structure level is the second 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. 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. 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 > Organization Unit > Organization Link Levels screen.
Branch Organization Unit Level	Indicates the branch organization unit level to search for a matching employee labor distribution. 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.
Leaf Organization Unit Level	Indicates the leaf organization unit level to search for a matching employee labor distribution. The leaf structure level is the lowest of the four major organization structure levels used for payroll processing and scheduling, and is optional. 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. 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. The trunk structure level is the second 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. 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. 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 > Organization Unit > Organization Link Levels screen. 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.

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.

Includes employees with the specified job class in their Labor Distribution record.

Includes employees with permissions to the specified organization unit linked to a Labor Distribution assignment.

The following additional fields are available for configuration:

Organization Level

Indicates the level where the search for the matching employee labor distributions is held. For example, if this is set for the 4th level, when an employee has a labor distribution that is set up at the 4th level or is a child of that 4th level, the employee name will be included in the listing.

Includes Alternates

Indicates whether or not to include employees who have a matching Alternate assignment in their labor distribution screen (Yes/No). When this value is set to No, only employees with a matching Primary Home or Alternate Home labor distribution assignment are included in the search results.

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.

Includes employees with a matching position code in their Labor Distribution screen.

Note: In order for an employee to have position permissions to available schedules, the Position Code field must be set up. It is not enough to have a job class/organization unit match to the position; the field itself must have a value.

Includes employees with permissions to the specified profile. Employees must have a position code in their Labor Distribution screen that is authorized to work the selected profile.