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Weekend Staffing Assignments

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Weekends Not Tracked

The Weekends Not Tracked assignment can be used when some employees in an organization unit are scheduled normally during weekends and some employees have special scheduling rules during weekends. Employees who are scheduled for weekends the same as any other day need to be given a separate assignment from employees who work a weekend rotation.

The weekend rule in the Selection Style must be activated to schedule properly for those employees who do have special weekend rules.

Steps to Create an Assignment Where Weekends Are Not Tracked

The following summarizes the steps to create an assignment where Weekends Are Not Tracked. Click on the link to access details on each of the steps below.

Step 1: Create a new Assignment Code

  1. Set up the Assignment Code General tab
  2. Set up the Assignment Code Indicator tab
  3. Set up the Assignment Codes Parameters tab
  4. Set up the Assignment Code Qualification Criteria

Step 2: Add the Weekend Validation to the Selection Styles

Step 3: Enter the Employee Weekend Shift Eligibility Date, if applicable

1A: Set up the Assignment Code General Screen

  1. Go to the Configuration section>Assignments card>Assignment Code screen.
  2. Click on Add to enter a new record.
  3. Select the Standard option from the Assignment Source Classification field.
  4. In the Assignment Source Code field, select Weekend from the field look up values.
  5. Enter a Code and Description to identify this weekend assignment record.
  6. Click on the Save button at the bottom of the screen to save the record.

1B: Set Up the Assignment Code Indicators tab

  1. From the Assignment Code record, select the Indicators tab.
  2. Set Weekend Assignment Code Schedule Standard 1 to Y to process this assignment using weekend rules.
  3. Leave the Schedule Standard 2 default.
  4. Weekend Assignment Code Schedule Standard 3 should be set to N.
  5. Weekend Assignment Code Schedule Standard 4 should be set to N.
  6. Weekend Assignment Code Schedule Standard 5 should be set to N.
  7. Click on the Save button to save the record.

1C: Set up the Assignment Codes Parameters Tab

  1. With the assignment record open, select the Parameters tab.
  2. Weekend Assignment Code Parameter Schedule Standard Date 1 is not used for this assignment, and the field can be left blank.
  3. In the Weekend Assignment Code Parameter Schedule Standard Date 2 is not used for this assignment, and the field can be left blank.
  4. In Weekend Assignment Code Parameter Schedule Standard DOW 1, select the day of the week that the weekend time frame begins from the menu.
  5. In Weekend Assignment Code Parameter Schedule Standard DOW 2, select the day of the week that the weekend time frame ends from the menu.
  6. In the Weekend Assignment Code Schedule Standard Hour 1 field, enter the minimum number of hours an employee schedule must overlap a weekend time frame for the schedule to be counted as a weekend schedule. This field needs to be set up if the weekend eligible shifts are tracked by hours in the weekend--Weekend Assignment Code Indicator Schedule Standard 2 is set to H.
  7. Weekend Assignment Code Parameter Standard Integers 1-3 are used with the X out of Y Weekend rule, and do not need to be set up for this assignment.
  8. In the Weekend Assignment Code Parameter Standard Integer 4 field, enter the maximum number of schedules that an employee should be assigned during a single weekend time frame. For example, if a 2 is entered here, an employee will only be assigned two schedules within an eligible weekend time frame.
  9. In the Weekend Assignment Code Parameter Schedule Standard Time 1, enter the time on the Weekend Start Day that the weekend range begins.
  10. In the Weekend Assignment Code Parameter Schedule Standard Time 2, enter the time on the Weekend End Day that the weekend range ends.
  11. In the Weekend Assignment Code Parameter Schedule Standard Percent 1, enter the percentage of an employee schedule that must fall within the weekend time frame for it to be counted as as weekend schedule. This field needs to be set up if the weekend eligible shifts are tracked by hours in the weekend--Weekend Assignment Code Indicator Schedule Standard 2 is set to P.
  12. Click on the Save button at the bottom of the screen to save the record.

1D: Select the Assignment Codes Qualification Criteria

The Criteria section is where the employees that should receive this assignment are identified. The criteria options that are available were previously selected on the Assignment Source screen>Assignment Determination section screen.

To configure the criteria requirements, complete the following steps:

  1. With the Assignment Code record open, click on the Criteria section button in the left pane.
  2. Click on Add to add a new record. The following screen is displayed.
  3. Enter an Effective Date, a Code and Description to identify this Criteria record.
  4. In the additional fields, enter the criteria options that identify employees who should be given this assignment. Note: If there are criteria options that are not displayed on this screen, additional options can be added (by authorized users) through the Assignment Source Screen>Assignment Determination button.
  5. Click on the Save button at the bottom of the screen to save this record.
  6. To add additional groups of employees to this assignment, click on the Add button again and complete steps 3 - 5. The groups given to this assignment are displayed.
  7. Click on Save to save the record.

    Note: Employees must meet ALL the requirements within one of the Criteria records to qualify for the assignment.

Step 2: Add the Weekend Validation to the Selection Styles

Since weekends are not tracked, the selection style used does not need to include the Weekend rule. However, if there are any employees in the same schedule who DO have weekend assignments, the Weekend rule must be selected.

  1. From the Configuration section>Scheduling card, select the Selection Styles page.
  2. Open the selection style being used with the automatic scheduling process.
  3. Open a scheduling pass.
  4. Point the cursor to the Weekend rule in the Available Rules column. Hold down the mouse button and drag the rule to the Selected Rules column.
  5. Repeat steps 3-4 for each pass to be validated.
  6. Click on the Save button at the bottom of the screen to save the record.

Step 3: Enter the Employee Weekend Shift Eligibility Date

If an employee has a waiting period before he or she is eligible to participate in the Weekend assignment rotation, an eligibility date can be entered in the employee record.

  1. Search for an employee record using the Employee Search.
  2. Open the General screen>Parameters tab.
  3. In the Schedule Standard Date 1 field, enter a date when the employee is eligible to start the weekend assignment. If the employee does not have a waiting period, this field can be left blank.
  4. Click on the Save button at the bottom of the screen to save the record.