Selection Style Qualification Rules

The Selection Styles screen defines the rules used in the following scheduling features: automatic schedule creation, validation of manually entered schedule assignments, and Schedule Assistant call in wizard.

When creating assignments, be sure that the selection style includes the configured rules. For example, after setting up Holiday or Weekend assignments, be sure these rules are included in the Selected Rules column on the Qualification page. Otherwise, these rules are not being checked. It is recommended the selection styles that include these rules are entered as the Default Selection Styles, to ensure the correct style is being used.

Employees are validated on the assignment rule awarded to them, based on the qualification criteria. So the same rule selected in this screen may have different values for different employees. For example, the Holiday rule can be selected for validation. Employees who qualify for the Every Other Same Holiday assignment are validated based on the indicator and parameter values of that assignment and employees who qualify for the X out of Y holiday assignment are validated on the Indicator and Parameter values of that assignment.

To select assignment rules to be included in a selection style, complete the following steps:

1. From the Configuration section>Scheduling card, open an existing selection style or create a new one. For more information, see Steps for Adding a Selection Style.
2. Click on the Qualification button to open a screen displaying the rules used for each pass of the selected process (auto scheduling, edit validation, scheduling assistant call in).
3. Highlight the rule in the Available Rules column and drag to the Selected Rules column.
4. To remove a rule, drag the entry back into the Available Rules section.
5. 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.
6. Click the Save button before exiting.

   Note: For more information on setting up Selection Styles, see the online help documentation for Configuration section>Scheduling card>Selection Styles screen.