|
»Click here to display Table of Contents«
|
System Rules - Schedule Rules |
|
|
|
|
System Rules - Schedule Rules |
|
|
|
|
»Click here to display Table of Contents«
|
System Rules - Schedule Rules |
|
|
|
|
System Rules - Schedule Rules |
|
|
|
Included in this section are instructions on some of the system's Schedule Rules options.
The Sorting Levels work by verifying, one level at a time, based on the configuration options described in this section, the employee's seniority, Availability, global schedule rules as defined on the Company Profile, etc.
These levels tell the system the sequence and which employee and/or group of employees you would like for call in.
▪Select the Config menu. ▪Select the Setup menu.
▪Select System Rules. ▪Select Schedule Rules. ▪Select Sorting Levels.
Sorting levels are setup for Wizard/Autofill, Block Booking, Time Off Planner and Mass Messaging. The same rule options apply to the Wizard, Autofill, Mass Messaging and the Time Off Planner. Block Booking rules, however, are unique to this module.
▪Click on the module drop-down arrow. ▪Click on the module i.e., Mass Messaging, that you would like.
New Line
To add a new line, click on the Plus icon. ▪A new line will be opened at the bottom of the grid. ▪Populate the Level field with the level number - the number you assign will determine in where in the level sequence this line will be processed. ▪Add a description in the Description field. ▪Populate the fields you require to define the level. ▪Click Save.
Columns
Level The number you assign will determine in where in the level sequence this line will be processed. Levels are processed lowest number to highest number.
Description Enter a description of the level.
Disabled A level that is ticked Disabled will not appear on the levels for that the module. i.e., level 2 ticked as disabled for Mass Messaging will not show as a level on the Dispatch screen.
Apply Employee's Availability Filter the level by applying an employee's availability. If it is an evening shift, and the employee is NOT availability in evenings; do not included the employee.
Employee Type Click in the field and select the employee types to be included in this level.
Use Only Response A level is to look only at those with the specified call response. By default, it is not clicked which effectively acts like a comma in rev 5 in that it will include all those that have other call responses or have not been called at all.
Use Last Response This going to include only those that have a last response record of the specified call response. Example, if call response is SKIP, Use Only is not ticked, and last call response is ticked, it will call out those that have not received a call and those that have SKIP as last call response. If person that had had SKIP recorded is called and the person says no, they will no longer be called for this shift.
Exclude Empls with Att. Codes Click in the field and from the drop-down list select the Attendance Codes to be used to exclude employees.
Ignore Att. Codes Click in the field and from the drop-down list select the Attendance Codes to be ignored.
Use Shadow Employees If an employee has a Shadow employee assigned, then use the shadow employee in place of the employee.
Consecutive Weekends Both weekend days must be worked days to be counted as a worked weekend.
Start Day - Identifies what day of the week is the 1st day used to calculate the 6th or 7th day or the weekend days. If Monday is the Start Day, then Saturday and Sunday would be the weekend days. ▪Click in the Start Day field and select the day that will be the start of the week.
Worked The number of consecutive weekends before an employee cannot be booked into a weekend.
|
Sorting levels can be disabled for the Daily Schedule, Wizard Unfilled Shifts and Time Off Planner. If a level needs to be ignored, it can be disabled on the Sorting Level grid.
To disable a sorting level: ▪Select the Config menu. ▪Select the Setup menu.
▪Select System Rules. ▪Select Schedule Rules. ▪Select Sorting Levels.
To disable a sorting level:
▪Click on the level to select it. (Should be highlighted blue) ▪Scroll to the right to the column Disable. ▪Click on the Disabled check box.
The disabled Level(s) now display in red text. Disabled levels do not appear in the drop-down list in the Daily, Wizard or Time Off Planner. The disabled levels are still visible in the System Rules / Sorting Levels menu. The manager can un-check the Disabled check box to enable the level.
|
Some Ontario sites require a maximum # of scheduled hours daily (within a 24 hour period). Use the Schedule Rule option found in System Rules / Schedule Rules / Schedule - Max Hours in 24-hour Period for the user to set the threshold. If the time between shifts is less that the Gap threshold, the system will validate for the number of hours in the Max hours in 24-hour period field.
In Configuration / Setup / System Rules / Schedule Rules / Sorting Levels there are two new columns. The max 24-hours can be set for a Sorting Level.
Max Hours in 24-Hour Period Type -Apply General will use the company default value. -Apply Custom will use the value in the Max Hours in 24-Hour period as the threshold for that sorting level.
Max Hours in 24-Hour Period -Enter the maximum hours in a 24-hour period an employee can work. The Daily Schedule and Wizard will follow the same rules when set to the same Sorting Levels.
The Schedule Rule options are also added to the Custom Level option in the Daily.
The 24-hour period is defined based on the shift start and end times. The system validates 24 hours in both directions. -Shift Start Time and 24 hours ahead. -Shift End Time and 24 hours behind.
Example: If the user is attempting to book a shift 6AM-2PM on July 15th. The system is validating the periods: -July 15th 6AM - July 16th 6AM. -July 14th 2PM - July 15th 2PM. If either one of the two periods has more hours than the threshold, the employee is breaking the rule.
On the Daily Schedule, under the Schedule Incentives icon, is an option to allow user to relax the Max Hours in a 24-hour Period.
|
