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Scheduling Assignments Common Configuration Screens

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Staffing Configuration - Priority Dates

In the Staffing Configuration screen, the Priority Dates button opens a screen to indicate dates that have highest scheduling priority (for example, holiday time frames). When running the scheduling process, the priority date(s) that occur within the scheduling period are scheduled before the rest of the days. Using this feature prevents employees who are eligible to work a holiday from being disqualified because of other scheduling rules, such as overtime or approved hours.

If Priority Days are also set up for this Staffing Configuration record, the system will schedule the days within the Priority Dates time frame in the sort order specified by the Priority Days table.

For example:

When the scheduling period that includes the dates of November 23-36 is run, the scheduling process will first schedule Saturday, November 29, then Sunday, November 30, then Friday, November 28, then Thursday, November 27. The system will then populate the rest of the scheduling period in the normal sequence.

Adding a Priority Dates record:

  1. From the Configuration section>Scheduling card, select the Staffing Configuration screen.
  2. Search for and open a record. Click on the Priority Dates button in the left pane.
  3. Enter the Start Date for the first day of the date range to be scheduled first.
  4. Enter the End Date for the last day of the date range to be scheduled first.
  5. Enter a Description to describe this priority date's record.
  6. Click on the Save button
  7. Repeat steps 1-4 for all the priority dates to be configured.
  8. In the Priority field, set the priority number of which holiday record should be populated first. This is used when more than one holiday falls within a scheduling period (for example, Christmas and New Year's).
  9. Click on the Save button to save this record.

    Note: The priority dates need to be updated each year, before the scheduling process is run for the date range.