Criteria

The Criteria button opens a screen to define the qualifications of employees belonging to this assignment (i.e. job class, organization, union, etc.). Employees must meet all criteria to belong to the assignment.

For each assignment source, there must also be a default ALL assignment with no qualification criteria, so that all employees belong to one Assignment Code for each Assignment Source. For example, for a Continuous Shift Assignment Source, there may be an assignment code for RN in Facility 1, Cook in Facility 2, and the ALL assignment. Everyone who is not an RN in facility 1 or a Cook in facility 2 will qualify for the ALL assignment.

Note: The criteria options that display, and the order they appear is set up on the Configuration section>Assignment card>Assignment Source screen>Assignment Determination section screen. If additional criteria options are required, the related Assignment Source record must be modified to include the additional options.

The Assignment Determination button opens a screen to select the fields that can be used as criteria for employees qualifying for a specific assignment code. For example, if an assignment can be based on an employee's job class, the job class field can be added to the assignment determination list. When configuring an Assignment Code record with a matching Assignment Source Code, the Criteria screen displays the fields selected in this screen.

The assignment determination listing also sets the hierarchy of the criteria, if an employee qualifies for more than one assignment. In the example below, job class is the highest priority qualification. If an employee qualifies for one assignment based on Job Class qualification and another assignment based on Employee Class qualification, the assignment code with the Job Class qualification would be the one assigned to the employee.

The left column displays all the Available Criteria Items in the system, the right column shows the selected Assigned Criteria Items.
To add a new criteria item, highlight the item in the Available Criteria Items column and drag to the Assigned Criteria Items column.
To remove a criteria item, drag the item back into the Available Criteria section.
Criteria items may be moved around within the Assigned Criteria Items column according to the order they should display in the Assignment Codes screen. Highlight the item and drag it above or below another entry. The red arrows indicates where the item will display. Click the Save button before exiting.

There may be more than one group of employees who are qualified for the same assignment. These can be set up as separate criteria records, and will display on cards. Click the arrow on a record to open the card and view the details.

Note: The system does not allow more than one assignment code (for a specific assignment source) to be set up that contains the same qualification criteria. For example, you cannot set up two maximum work stretch assignments that both have their only Criteria qualification of a Daily Hours value of 12. An error message is generated, and the criteria must be modified to make it unique.

The left pane displays the Timeline for this record. The timeline shown is the version that contains the Search Date (entered on the Assignment Code search parameter screen).

The Effective Date is when the displayed record's timeline version became effective.

If there is a more recent timeline version for this same record, the Expiration Date will be automatically filled in with the date one day prior to the more recent timeline version's Effective Date.

Clicking Add Version creates a new timeline version. You will need to enter an Effective Date for the new version. This date can be in the past or in the future. Click Save Version when finished.

Clicking Delete Selected deletes the displayed timeline version. This is only allowed on replicated or added versions, not the original version, because there must always be an Assignment Source in effect.

Clicking Save when editing a timeline version only overwrites the version. It does not create a new version in the timeline.

The Comparison Report will display the differences between the selected version and the one immediately prior to it.

When you have multiple sets of criteria that apply to an Assignment Code, you can copy (duplicate) one set of criteria and make changes to the copy instead of having to add new sets of criteria. This can save time when the sets of criteria are similar and only require small changes. Sets of criteria that are very different from each other and require more extensive changes may benefit from creating a new set.

The alphanumeric short name or abbreviation identifying this criteria record. There can be multiple criteria records that qualify for the same assignment.

The employee category code required to be included in this assignment, if applicable (for example, hourly or salaried).

The employee class code required to be included in this assignment, if applicable (for example, full-time, part-time).

The identification code of a single employee who qualifies for this assignment (for example, for a grandfathered health plan). Click the icon to the right of the field to open a screen to search for the employee.

Note: If you enter both an Employee Code and Employee Indicator as criteria, the Employee Code takes precedence.

The value of an employee-level indicator that qualifies an employee for this assignment. Click the icon to the right of the field to open a screen to search for an indicator, and select the eligible value.

The employee shift code required to be included in this assignment, if applicable (for example 1, 2, or 3).

The employee status code required to be included in this assignment, if applicable (for example, Active, Inactive, or Terminated).

The employee grade code required to be included in this assignment, if applicable.

Indicates the upper limit of the range of the employees' approved hours who qualify for this assignment, if applicable. Qualifying employees have an Approved Hours value which is GREATER THAN OR EQUAL TO the Low Approved Hours value and LESS THAN the High Approved Hours value. Note: This field is only accessible if a value has been entered in the Low Approved Hours field.

Indicates the upper limit of the range of the employees' daily hours who qualify for this assignment, if applicable. Qualifying employees have a Daily Hours value which is GREATER THAN OR EQUAL TO the Low Daily Hours value and LESS THAN the High Daily Hours value. Note: This field is only accessible if a value has been entered in the Low Daily Hours field.

Indicates the upper limit of the range of the employees' daily overtime hours who qualify for this assignment, if applicable. Qualifying employees have a Daily Overtime Hours value which is GREATER THAN OR EQUAL TO the Low Daily Overtime Hours value and LESS THAN the High Daily Overtime Hours value. Note: This field is only accessible if a value has been entered in the Low Daily Overtime Hours field.

Indicates the highest value of the range of employees' full time equivalent (FTE) value who qualify for this assignment, if applicable. Qualifying employees have an FTE value which is GREATER THAN OR EQUAL TO the Low Full Time Equivalent value and LESS THAN the High Full Time Equivalent value. Note: This field is only accessible if a value has been entered in the Low Daily Overtime Hours field.

Indicates the upper limit of the range of the employees' weekly overtime hours who qualify for this assignment, if applicable. Qualifying employees have a Weekly Overtime Hours value which is GREATER THAN OR EQUAL TO the Low Weekly Hours value and LESS THAN the High Weekly Overtime Hours value. Note: This field is only accessible if a value has been entered in the Low Weekly Overtime Hours field.

The employee job class code required to be included in this assignment (for example, RN or Cook).

Note: If you enter both a Job Class Code and Job Class Indicator as criteria, the Job Class Code takes precedence.

The value of a job class indicator that qualifies an employee's job class for this assignment. Click the icon to the right of the field to open a screen to search for an indicator, and select the eligible value.

If the High Approved Hours value is NOT filled in, this field indicates the employee Approved Hours value that qualifies for this assignment. If the High Approved Hours value IS filled in, this field indicates the lowest value of the range of the employees' approved hours who qualify for this assignment, if applicable. Qualifying employees have an Approved Hours value which is GREATER THAN OR EQUAL TO the Low Approved Hours value and LESS THAN the High Approved Hours value.

If the High Daily Hours value is NOT filled in, this field indicates the employee Daily Hours value that qualifies for this assignment. If the High Daily Hours value IS filled in, this field indicates the lowest value of the range of employees' daily hours who qualify for this assignment, if applicable. Qualifying employees have a Daily Hours value which is GREATER THAN OR EQUAL TO the Low Daily Hours value and LESS THAN the High Daily Hours value.

If the High Daily Overtime Hours value is NOT filled in, this field indicates the employee Daily Overtime Hours value that qualifies for this assignment. If the High Daily Hours value IS filled in, this field indicates the lowest value of the range of employees' daily overtime hours who qualify for this assignment, if applicable. Qualifying employees have a Daily Overtime Hours value which is GREATER THAN OR EQUAL TO the Low Daily Overtime Hours value and LESS THAN the High Daily Overtime Hours value.

If the High Full Time Equivalent Hours value is NOT filled in, this field indicates the employee Full Time Equivalent value that qualifies for this assignment. If the High Full Time Equivalent Hours value IS filled in, this field indicates the lowest value of the range of employees' full time equivalent (FTE) value who qualify for this assignment, if applicable. Qualifying employees have an FTE value which is GREATER THAN OR EQUAL TO the Low Full Time Equivalent Hours value and LESS THAN the High Full Time Equivalent value.

If the High Weekly Overtime Hours value is NOT filled in, this field indicates the employee Weekly Overtime Hours value that qualifies for this assignment. If the High Daily Hours value IS filled in, this field indicates the lowest value of the range of employees' weekly overtime hours who qualify for this assignment, if applicable. Qualifying employees have a Weekly Overtime Hours value which is GREATER THAN OR EQUAL TO the Low Weekly Overtime Hours value and LESS THAN the High Weekly Overtime Hours value.

Indicates the employee lunch length value (in hours) required to be included in this assignment, if applicable.

Enter the appropriate organization level code for this field. Employees with all qualifying organization units are included in the assignment. For example, if levels 1-3 are entered, only employees assigned all three matching levels are included in this assignment.

Note: If you enter both an Organization Unit Code and Organization Unit Indicator at the same level as criteria, the Organization Unit Code takes precedence.

The value of an organization unit indicator that qualifies an organization unit in the employee's labor distribution for this assignment. Click the icon to the right of the field to open a screen to search for an indicator, and select the eligible value.

The payroll group code required to be included in this assignment, if applicable.

The employee position code required to be included in this assignment. Click the icon to the right of the field to open a screen to search for the position code.

Note: If you enter both a Position Code and Position Indicator as criteria, the Position Code takes precedence.

The value of a position indicator that qualifies an employee's position for this assignment. Click the icon to the right of the field to open a screen to search for an indicator, and select the eligible value.

The employee project code required to be included in this assignment, if applicable.

The employee seniority code required to be included in this assignment, if applicable.

The status code labor distribution value required to be included in this assignment, if applicable.

The employee union code required to be included in this assignment, if applicable.