Scheduling Assignments

Staffing and Scheduling uses assignment screens to determine which scheduling rules apply to each employee. The Standard assignments of Combination of Shifts, Maximum Work Stretch, Schedule Overlap, Scheduled Hours, Shift Equity, Holiday Staffing and Weekend Staffing are discussed in this document.

• To qualify for an assignment, employees must meet EVERY ONE of the criteria set up in the Criteria section on the Assignment screen.
• Each employee is only assigned to one of the assignments.
• The ALL assignments for the Standard classification are included with the core system. There are no qualification requirements for the ALL assignments, so employees who do not qualify for any other assignment are automatically assigned to that assignment.
• There can be multiple assignment codes for each Assignment Type (one holiday, one weekend, etc.), but an employee can only be assigned to one assignment code. If an employee qualifies for more than one assignment, the order the qualification criteria appear on the Assignment Determination list determines the employee's assignment. For example, if job class is the highest priority qualification, when 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. For more information, see the Configuration section > Assignments card > Assignment Source screen > Assignment Determination section.

  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.

This chapter describes the screen configuration needed for all assignment types, then outlines step by step instructions for setting up specific assignments.

Note: The assignments are only validated if they are included in the selection style assigned to the process. For example, when running a needs-based schedule pass, only those assignment rules selected for the selection style for needs-based scheduling passes are included.