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The Qualification Rules button opens a screen displaying the rules used for each pass of the selected process.
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. When the Hide When Run box is checked, users cannot see nor change the setting options for this rule when running the Scheduling Assistant wizard. Therefore, the settings and values set up on this page are used whenever this rule is selected and the fields must be completed. For example, if the Approved Hours rule is selected, when the Pay Period Variance field is set to Hide When Run, the number of hours entered in this screen is always used as a selection criterion with this rule. If the Hide When Run box is NOT checked, the user can enter the number of hours of variance each time the wizard is run.
When the Hide When Run box is NOT checked, default values are optional, and the user can modify the values in this field when running the Scheduling Assistant wizard. Note: When running the wizard, these same fields are available and must be given values. If default values are not set up in this screen, the user must complete the fields each time the wizard is run. Therefore, default values are recommended.
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 Scheduling Assistant Call In 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.
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.
This rule verifies that the employee has an active employee status.
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.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
Verifies the employee has a primary home shift assignment that matches the one entered in the wizard. This value is found in the employee's Primary Home labor distribution records in the Shift Code field.
The default work shift the employee is assigned to (i.e. 1, 2, 3). This value is used when sorting reports and the schedule screen by the employee's shift.
The following additional field is available for configuration:
Employee Shift |
Enter the Shift Code of employees who should be included in the results listing (e.g. 1, 2, 3, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
Employee Position Permissions Note: It is recommended that any time the Position Skill, Station, or Station Skill rules are applied to a selection style, this rule is also applied.
Verifies the employee has a valid position in his/her Employee record>Labor Distribution screen that matches a position linked to the profile to be scheduled.
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.
Uses indicator settings to determine if employees qualify for this selection style pass. Click on the icon to the right of the field to open the List Selector of indicator options.
The following fields display when configuring the Indicator rule:
Table |
The table where the indicator is located, as selected from the drop down menu. |
Classification |
Select whether the classification of the indicator is Standard, Customer, User Defined, or Replicated. |
Category |
Select the application or process using this selection style from the List Selector accessed with the icon to the right of the field. |
Number |
The number of the indicator of the selected table used as qualification criteria. |
Value |
The value entered for the selected indicator. |
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.
This rule validates that the employee status assigned to the employees has a classification of Active.
The employment status of the employee (e.g. Active, Inactive, Terminated, etc.).
Note: These values are previously set up on the Configuration section> Employee card> Employee Status screen.
Determines whether to use the criteria that an employee is already working during the time frame indicated by the search. This can be used to find someone who is already at work, and has a special skill (like Central Line or Foreign Language-Spanish, both of which would be set up as an employee indicator.)
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 the employee has a matching pool code assignment as the one entered in the wizard. This value is found in the employee's record in the Pools screen.
The following additional field is available for configuration:
Employee Pool |
Enter the Pool Code of employees who should be included in the results listing. |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
This rule determines that the employees included in the listing are either Standard or Relief employees.
The following additional field displays when configuring a Position Classification rule:
Classification |
From the drop down menu, select whether the included employees' positions should be either standard or relief. This value is validated against the Relief Position field in the related Labor Distribution record in the employee record (for positions that are not Primary Home).
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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.
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 buffers are used to ensure there is an adequate rest time between schedules.
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.
The following fields display when configuring the Schedule Overlap rule:
Prod to Prod Sched Buffer |
The number of minutes that must elapse between a productive schedule being created and an existing productive schedule. This is used to ensure there is an adequate rest time between schedules. |
Prod to NonProd Sched Buffer |
The number of minutes that must elapse between a productive schedule and a non-productive schedule. |
NonProd to NonProd Sched Buffer |
The number of minutes that must elapse between a non-productive schedule being created and an existing non-productive schedule. |
non-productive |
Indicates whether the schedule overlap rule and buffer should be applied to non-productive activity codes (Yes/No). |
Productive |
Indicates whether the schedule overlap rule and buffer should be applied to productive activity codes (Yes/No). |
non-productive to Productive |
Indicates whether the schedule overlap rule and buffer should be applied to non-productive to productive activity codes (Yes/No). |
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 a Call In Selection Style |
Employee Class
Verifies the employee has an employee class assignment that matches the one entered in the wizard.
This value is found in the employee's labor distribution records in the Employee Class Code field.
The following additional field is available for configuration:
Employee Class |
Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
Pool Code
Verifies the employee has a matching pool code assignment as the one entered in the wizard. This value is found in the employee's record in the Pools screen.
The following additional field is available for configuration:
Employee Pool |
Enter the Pool Code of employees who should be included in the results listing. |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.
Employee Home Shift
Verifies the employee has a primary home shift assignment that matches the one entered in the wizard. This value is found in the employee's Primary Home labor distribution records in the Shift Code field.
The default work shift the employee is assigned to (i.e. 1, 2, 3). This value is used when sorting reports and the schedule screen by the employee's shift.
The following additional field is available for configuration:
Employee Shift |
Enter the Shift Code of employees who should be included in the results listing (e.g. 1, 2, 3, etc.) |
The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.
The Hide When Run check box option determines whether these fields are available for configuration while the wizard is being run.