Qualification Rules (Edit Validation)

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 following additional fields are available when configuring Approved Hours:

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.

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.

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, such as 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.

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 Employee > Education Summary.

Verifies the employee has a valid position in his/her Employee record > Labor Distribution 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.

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 Employee > Licenses.

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.

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 Configuration > Assignments > Assignment Codes > Parameters. 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.

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 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:

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 Configuration > Assignments > Assignment Codes > Parameters. 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.

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.

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 qualifications required by the staffing profile.

Employee station skills are set up for the related position record on Employee > Labor Distribution > Stations.

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.