Configure the Assignment Codes

There are four minimum staffing rules that you can configure, which consist of the following assignment codes.

• Minimum Days Off
• Minimum Scheduled Hours
• Minimum Shift Equity
• Minimum Weekends

In addition, you can apply a standard minimum staffing rule to all organization units that use Staffing and Scheduling or modify a rule for specific organization units by replicating a standard assignment code. Replicating an assignment code creates a copy of an existing one, which you modify.

As with all assignment codes, there is an ALL rule that applies to everyone, which can be enabled at the organization level you choose, such as facility or department. However, if a rule is modified specifically for an organization unit, the ALL rule no longer applies to that organization unit.

Configure the ALL Rule for All Organization Units

To configure an assignment code, complete the following steps. Then move to the section of this guide specific to the assignment code you want to configure.

1. Click Configuration section > Assignments card > Assignment Code screen.
2. Click in the Assignment Source Code field and then complete either of the following:
   • To view a list of all the minimum schedule assignment codes, type min.
   • To view a specific assignment code, scroll through the Field Look Up Values and click the desired code.
3. Click Search and then open the desired assignment code.
4. Move to the section of this guide specific to the assignment code you are configuring.

Create a Replicated Rule for Specific Organization Units

To create a replicated assignment code, complete the following steps. Then move to the section of this guide specific to the assignment code you want to configure.

1. Click Configuration section > Assignments card > Assignment Code screen.
2. Click in the Assignment Source Code field and then complete either of the following:
   • To view a list of all the minimum schedule assignment codes, type min.
   • To view a specific assignment code, scroll through the Field Look Up Values and click the desired code.
3. Click Search and then open the desired assignment code.
4. Under Actions, click Replicate.
5. Enter the desired Effective Date, Code, and Description to identify this replicated assignment code.
6. Click Save.
7. Under Assignment Code Sections, click Criteria and then under Assignment Code Actions, click Add.

   This screen allows you determine which group of employees will be affected by this rule, such as an organization unit or a job class.

8. Enter information into the required fields and any other fields necessary to define the group of employees.

   Effective Date: 01/01/2010

   Code: 1001

   Description: 1001 Employees

   Facility: 1

   Department: 1001

9. Click Save and then under Assignment Code Sections, click General.
10. Move to the section of this guide specific to the assignment code you are configuring.