Sorting Rules (Schedule Assistant Call In)
The Sorting Rules button displays a screen to configure how to rank employees who qualify for each of the passes. Employees are displayed on the results listing in the order of the points ranking. If the employees are contacted in the order of the listing, those at the top of the list are called in first.
For each pass, select the rules to be used in sorting. Only Selected Rules are used in sorting qualified employees.
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The left column displays all the Available Rules in the system, the right column shows the Selected Rules.
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To select a new rule, highlight the rule in the Available Rules column and drag to the Selected Rules column.
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To remove a rule, drag the entry back into the Available Rules section.
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Rules may be moved around within the Selected Rules column according to the order they should be ranked. Highlight the Rule and drag it above or below another entry. The red arrows
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Each rule requires additional information configuration, to determine the increments for sorting and also whether to sort in ascending or descending order.
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When the Hide When Run box is checked, values must be entered in these fields. Users cannot see nor change the setting options for this rule when running the Scheduling Assistant wizard.
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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 wizard.
Note:
These fields are required when running the wizard. If default values are not configured, the user must complete the fields each time the wizard is run. Therefore, default values are recommended.
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When all Selected Rules have been configured, click the Save button.
The following Sorting Rules are available for selection with the Scheduling Assistant Call In Feature:
Hire Date
Determines if qualified employees are to be sorted based on their date of hire.
Additional fields determine if points are awarded based on years, months, days or hours and whether the sorting order is most recent hire or earliest hire date.
The following fields display when configuring the Hire Date sorting rule:
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Units |
Determines how specifically the sorting of employees is to be conducted, by years, months, days or hours. For example:
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Units per Increment |
The number of Units (years, months, days) to be bundled together for one Increment. For example, every 6 months could be one increment. If an increment is 1 point, employees would get 1 point for every six months they have been employed. |
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Increment |
Determines whether to award employee rule-points for each value, or to combine values in groups, such as 5, 10, or 30. For example if the sorting rule is on seniority hours, the increment can be set up for 10. Employees would get 1 point for every 10 hours of seniority they have. In this example, the value of 1 point is determined by the Value Per Increment entered. |
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Sort Direction |
Determines if the employees are sorted in ascending or descending order based on the rule points earned.
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The Hide When Run check box determines whether these fields are visible and editable when running the wizard.
Seniority Date
Sorts the employees based on their seniority tracking date. If no value is entered in the employees' Seniority Date field in the employee record, seniority is determined by the Hire Date.
The following fields display when configuring the Seniority Date sorting rule:
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Units |
Determines how specifically the sorting of employees is to be conducted, by years, months, days or hours. For example:
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Units per Increment |
The number of Units (years, months, days) to be bundled together for one Increment. For example, every 6 months could be one increment. If an increment is 1 point, employees would get 1 point for every six months they have been employed. |
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Increment |
Determines whether to award employee rule-points for each value, or to combine values in groups, such as 5, 10, or 30. For example if the sorting rule is on seniority hours, the increment can be set up for 10. Employees would get 1 point for every 10 hours of seniority they have. In this example, the value of 1 point is determined by the Value Per Increment entered. |
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Sort Direction |
Determines if the employees are sorted in ascending or descending order based on the rule points earned.
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The Hide When Run check box determines whether these fields are visible and editable when running the wizard.
Seniority Hours
The seniority hours rule is used with organizations that track employee seniority by earned hours rather than hire date or seniority date.
The following fields display when configuring the Seniority Hours sorting rule:
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Minutes per Increment |
The number of minutes to be bundled together for one Increment. For example, 60 minutes could be one increment. If an increment is 1 point, employees would get 1 point for every 60 minutes of Seniority Hours they have earned. |
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Increment |
Determines whether to award employee rule-points for each value, or to combine values in groups, such as 5, 10, or 30. For example if the sorting rule is on seniority hours, the increment can be set up for 10. Employees would get 1 point for every 10 hours of seniority they have. In this example, the value of 1 point is determined by the Value Per Increment entered. |
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Sort Direction |
Determines if the employees are sorted in ascending or descending order based on the rule points earned.
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The Hide When Run check box determines whether these fields are visible and editable when running the wizard.
Skill Value
Sorts employees based on the awarded skill level of the employees' position.
Employees can be sorted in ascending or descending order, by incremental value.
The following fields display when configuring the Skill Value sorting rule:
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Value per Increment |
Indicates the number of "points" that the employee earns for each increment unit they qualify for. For example, if the employee has seniority months of 50, and the table is set up to award 1 value point for every 5 units (months), the employee would earn 10 points. If more than one sorting rule is used, higher value can be given to rules that carry more weight. For example if employees are given points for Under Approved Hours and also for Seniority, determine which rule should carry more weight. If you want employees under their approved hours to be more important, you could give that rule a value of 100 for each increment. Then seniority value would be a "tie breaker" between employees with more seniority. |
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Increment |
Determines whether to award employee rule-points for each value, or to combine values in groups, such as 5, 10, or 30. For example if the sorting rule is on seniority hours, the increment can be set up for 10. Employees would get 1 point for every 10 hours of seniority they have. In this example, the value of 1 point is determined by the Value Per Increment entered. |
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Sort Direction |
Determines if the employees are sorted in ascending or descending order based on the rule points earned.
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The Hide When Run check box determines whether these fields are visible and editable when running the wizard.
Total Point Value
Determines whether the employees are sorted in ascending or descending direction based on the total points they have earned for the Sorting Rules.
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Sorting in ascending lists employees with the fewest points first.
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Sorting in descending order lists employees with the most points first.
The Hide When Run check box determines whether these fields are visible and editable when running the wizard.
Under Approved Hours
Sorts employees based on comparing the employees' approved hours to the number of hours employees would be scheduled if they were given the potential schedule.
For example, an employee has approved hours of 80, and she is currently scheduled for 56 hours. The system is searching for an employee to fill an 8-hour opening. The system adds together the existing scheduled hours, plus the potential schedule hours and subtracts that value from the employees approved hours value {80-(56+8)}. The employee is 16 hours short, which translates to 960 minutes (16x60). The points awarded is based on the Units per Increment. If this value is set to 30 minutes, the employee is awarded 32 points (960/30).
If the employee will exceed approved hours with this rule, the system awards negative points. For an employee already scheduled for 76 hours, the formula would be {80-(76+8)} and the employee would be over scheduled by 4 hours. This translates to -240 minutes (-4x60). If the Units per Increment is set to 30, the employee would be awarded negative 8 points (-240/30).
To eliminate employees who would exceed their approved hours, include the Qualification rule of Approved Hours in this selection style pass.
The following fields display when configuring the Under Approved Hours sorting rule:
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Units per Increment |
The number of minutes to be bundled together for one Increment. For example, 30 minutes could be one increment. If an increment is 1 point, employees would get 1 point for every 30 minutes they are under their Approved Hours value. |
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Increment |
Determines whether to award employee rule-points for each value, or to combine values in groups, such as 5, 10, or 30. For example if the increment is set up for 30, employees would get 1 point for every 30 minutes they are under their approved hours value. |
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Sort Direction |
Determines if the employees are sorted in ascending or descending order based on the rule points earned.
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The Hide When Run check box determines whether these fields are visible and editable when running the wizard.
Under Overtime Hours
Sorts employees based on comparing the employee overtime hours to the number of hours the employee would be scheduled if they were given the schedule opening.
For example, an employee has approved Weekly Overtime hours of 40, and they currently are scheduled for 24 hours. The system is searching for an employee to fill an 8-hour opening. The system adds together the existing scheduled hours, plus the potential schedule hours and subtracts that from the employees overtime value {40-(24+8)} and the employee is 8 hours short, which translates to 480 minutes (8x60) points. The points awarded is based on the Units per Increment. If this value is set to 30 minutes, the employee is awarded 16 points (480/30).
If the employee will exceed overtime hours with this rule, the system awards negative points. For an employee already scheduled for 36 hours, the formula would be {40-(36+8)} and the employee would be over scheduled by 4 hours. This translates to -240 minutes (-4x60). If the Units per Increment is set to 30, the employee would be awarded negative 8 points (-240/30).
To eliminate employees who would exceed their overtime hours, include the Qualification rule of Overtime Hours in this selection style pass.
The following fields display when configuring the Under Overtime Hours sorting rule:
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Minutes per Increment |
The number of minutes to be bundled together for one Increment. For example, 30 minutes could be one increment. If an increment is 1 point, employees would get 2 points for every hour they are under their Overtime Hours value. |
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Increment |
Determines whether to award employee rule-points for each value, or to combine values in groups, such as 5, 10, or 30. For example if the increment is set up for 30, employees would get 1 point for every 30 minutes they are under their approved hours value. |
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Sort Direction |
Determines if the employees are sorted in ascending or descending order based on the rule points earned.
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The Hide When Run check box determines whether these fields are visible and editable when running the wizard.
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The following additional section options are available in the left pane: Adding a Call In Selection Style |