Qualification Rules (Schedule Assistant Call In)

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.

• The left column displays all the Available Rules in the system, the right column shows the Selected Rules.

• To select a new rule, highlight the rule in the Available Rules column and drag to the Selected Rules column.

• To remove a rule, drag the entry back into the Available Rules section.

• Rules may be moved around within the Selected Rules column according to the order they should display. Highlight the rule and drag it above or below another entry. The red arrows indicate where the Rule will display.

• The Hide When Run box is used with the Scheduling Assistant Wizard. This determines if the field is visible and editable when running the wizard.

  When the Hide When Run box is selected, 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 selected, the user can enter the number of hours of variance each time the wizard is run.

  When the Hide When Run box is not selected, default values are optional, and the user can modify the values in this field when running the Scheduling Assistant wizard. 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.

Click Save before exiting.

The following Qualification Rules are available with the Scheduling Assistant Call In option.

Approved Hours

This rule includes employees who are currently scheduled below their Total Approved Hours. The Total Approved Hours are the employees' Daily Hours value (the number of hours per day this employee is authorized to work) plus the Daily Variance in minutes and/or the employees' Approved Hours value plus the Pay Period Variance value in minutes.

Each employee's Approved Hours and Daily Hours values are found on Employee > Labor Distribution.

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.

Class Overlap

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 that pertains to that employee, based on the qualification criteria of the assignment.

Combination of Shifts

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 that pertains to that employee, based on the qualification criteria of the assignment.

Currently Employed

This rule verifies that the employee has an active employee status.

Education Requirements

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.

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 options are available for configuration:

• Employee Class

  Enter the Employee Class Code of employees who should be included in the results listing (such as Full Time and Part Time).

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is 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 (the default work shift the employee is assigned to) field.

The following additional options are available for configuration:

• Employee Shift

  Enter the Shift Code of employees who should be included in the results listing (such as 1, 2, or 3).

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

Employee Position Permissions

Verifies the employee has a valid position in his/her Employee > Labor Distribution screen that matches a position linked to the profile to be scheduled.

Holiday

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 that pertains to that employee, based on the qualification criteria of the assignment.

Indicator

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 options 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 this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

Is Active

This rule validates that the Employee Status, such as Active, Inactive, and Terminated, assigned to the employees has a classification of Active.

Is Working

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.)

Licenses

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.

Maximum Work Stretch

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 that pertains to that employee, based on the qualification criteria of the assignment.

Overtime Hours

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 here: Configuration > Assignments > Assignment Codes > Parameters tab. The allowable overtime hours for each employee is determined by the Assignment Code with the Assignment Source Code of SchedHours that pertains to that employee, based on the qualification criteria of the assignment.

Daily Overtime Hours and Weekly Overtime Hours values are found in Employee > Primary Home Labor Distribution screen.

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 options are 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.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

Position Classification

This rule determines that the employees included in the listing are either Standard or Relief employees.

The following additional options display 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).

  • When this value is set to Standard, employees who are not relief are included in the results

  • When this value is set to Relief, employees with a relief status in the position being searched are included in the results.

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

Position Skills

Verifies that employees meet or exceed skill levels established for the position linked to the schedule assignment.

Employee position skills are set up on Employee > Labor Distribution with the related Position code.

Preferences

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 that the Preference Rule Priority is used to have employees scheduled into their first preference before their second preference, then their third preference and so on. 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.

Schedule Overlap

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.

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).

Shift Equity

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 that pertains to that employee, based on the qualification criteria of the assignment.

Station Skills

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.

Stations

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.

Unavailability

Verifies that employees do not have any approved unavailability or recurring unavailability requests during the time frame of the potential schedule assignment.

Weekend

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 that pertains to that employee, based on the qualification criteria of the assignment.