Roster building & demand planning — found from sitemap — When I Work

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Facts read from this source

• Scheduling rules purpose Report an error

  “Scheduling rules are available to help promote a more thoughtful schedule that keeps the well-being of the employees at a high focus point. They can also be used to meet local guidelines around scheduling, such as required-time off per week.”

• Scheduling rules enforcement openshifts Report an error

  “Published shifts that could cause a concern if a user would pick it up are not shown to users as an available OpenShift or swap/drop.”

• Scheduling rules swap drop filter Report an error

  “Users that want to swap/drop a shift are not able to select users that would have a concern if they pick up the shift.”

• Scheduling rules auto assign Report an error

  “Any rules that are enabled are honored during the auto-assign process. It’s not necessary to select new parameters for them to be used in auto-assign.”

• Scheduling rules day definition Report an error

  “A day is a 24 hour period starting at your account’s work day start time (default start time is midnight). A shift is scheduled on that day for the purposes of max days in a row or in a week based on the shift start time.”

• Scheduling rules week definition Report an error

  “A week is a 7-day period starting at your account’s work day start time on the day the work week starts, as configured in the general settings.”

• Scheduling rules enablement Report an error

  “Scheduling rules are enabled in Scheduling Settings.”

• Rule min hours between shifts same day Report an error

  “Minimum hours between shifts on the same day Enable this rule to set a required minimum amount of hours in between two shifts on the same day. For example, split shifts. You can set this value between 1 and 12 hours.”

• Rule min hours between shifts different days Report an error

  “Minimum hours between shifts on different days Enable this rule to set a required minimum amount of hours in between two shifts on different days. For example, a closing shift followed by an opening shift. You can set this value between 1 and 18 hours.”

• Rule max days in a row Report an error

  “Maximum number of days scheduled in a row Enable this rule to set a maximum number of days users can be scheduled in a row. You can set this value between 1 and 7 days.”

• Rule max days in a week Report an error

  “Maximum number of days scheduled in a week. Enable this rule to set a maximum number of days a user can be scheduled in a week. You can set this value between 1 and 6 days.”

• Scheduling rules concern visibility Report an error

  “Scheduling Concerns are shown in the following areas: Create shift dialog Drag and drop shift actions OpenShift edits or manager drop shifts User name on Scheduler Confirmation dialog when publishing the schedule”

• Scheduling rules templates recommendation Report an error

  “When rules are in use, shift templates focus on recommended shifts. Click Show All Templates to allow users to select shifts with concerns.”

• Publish concerns summary Report an error

  “A summary of concerns is listed before the schedule is published. Click View Employees With Concerns to open a focused view of the Scheduler that shows users that have concerns”

• Scheduling rules admin roles Report an error

  “Applies to Admins, Managers”

• Drag drop concern check Report an error

  “Drag and drop shift actions show a green checkmark if there are no concerns, max hours, or OT issues and if the person is available and qualified. A concern icon appears if there is any mismatch between the person and the shift.”