Scheduling Assistant Call In Passes
The Scheduling Assistant Call In type determines the rules for creating a listing of employees to call in to work. Several passes can be run to sort the list by employees who should be called first (for example, highest seniority, furthest under approved hours, etc.)
For more information, see Steps for Adding a Call In Selection Style.
When a Pass record is open the following additional section options are displayed:
Selection Rule
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Opens a screen to select the rule used with this pass of the Selection Style. Choose the rule from the Field Look Up Values.
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Qualification Rules
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Opens a screen to determine employee qualification criteria for each pass. For example, if the Approved Hours rule is selected, only employees who do not exceed their approved hours rule (as set up on the SchedHours Assignment Codes screen) are qualified. Drag rules listed from the Available qualification rules table to the Selected qualification rules table.
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Sorting Rules
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Opens a screen to view and maintain sorting of employee names returned in a specific pass. Drag applicable rules from the Available sorting rules to the Selected sorting rules table. Sorting rules need additional configuration to determine the point value, sort direction, etc.
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Action Buttons
The following Actions are available in the left pane when the Passes button is selected:
Add
Click on the Add button to open a screen to create a new record.
Complete the following steps:
- Click on the Add button in the left pane. The corresponding New Record screen is displayed.
- Enter data in applicable fields. The fields with an asterisk are required and must be completed before the record can be saved.
- Fields that require specific values display Field Look Up Values in the right pane. If there is no right pane, the List Selector icon is displayed to the right of a field to open a listing of valid values.
The List Selector icon opens a screen to select valid options for a specific field. Depending on the field, the values on this list may be set up on the corresponding configuration screen, or may be standard or client-defined values in the system.
Click on the icon to the right of a field to open the List Selector screen. Click the selected value to load it to the field.
Note: This listing option is used in screens when the right pane is not available to display the Field Look Up Values.
If specific values are required for a field, valid options may be displayed in the Field Look Up Values in the right pane. Usually, these values are previously set up on the corresponding Configuration screen. Scroll down the list to find the required value using the vertical scroll bar to the right of the list.
Note: If the first few characters are typed into the field, the list automatically scrolls to the values beginning with the corresponding values.
Screens that do not have a right pane available have the list selector icon to open a listing of valid values. Click this icon to open the list.
Note: Organization Unit information may need to be entered before values are displayed. For example, when accessing a Job Class field, the job class options available are linked to specific organization units. The organization unit where job classes are created must be entered before the options are displayed.
- Fields that require specific standard response values (for example, Yes/No) display a Drop-Down Menu arrow to open a list of valid options.
If specific standard values are required for a field, valid options may be displayed in a Drop Down Menu. These are usually standard options, or may be client defined. The values are not accessible through a configuration screen.
Click on the drop down menu arrow to display the options.
- When all data has been entered, click on the Save button to save the new record values.
Note: For more information and screen prints, see Adding a New Record.
Copy Selected
The Copy Selected button is used to copy an existing scheduling assistant pass. All the settings on the Selection, Qualification, and Sorting screens are copied to the new record. After copying, any of these values can be modified.
To copy and modify one or more existing passes, complete the following steps:
- Click on the selection box to the left of each pass to be copied. A check mark is displayed in the box.
- Click on the Copy Selected button in the left pane.
- Copies of each of the selected passes are displayed. The copied passes have the same name as the original.
- Click on the folder to the left of each pass to open it.
- Modify the Description, so that this pass can be differentiated from the pass which was copied.
- Modify any of the values in the Selection, Qualification, or Sorting screens.
- Click on the Save button at the bottom of the screen to save the updated record.
Delete Selected
The Delete button is used to remove one or more records from a screen.
To delete a record, complete the following steps:
- Click on the selection box to the left of each record to be deleted.
A check mark is displayed
- Click the Delete button.
- If a single record is open, select the Delete button (there are no boxes to select the record).
- A message is displayed verifying the record should be deleted. Click on Yes to continue.
Update Order
Click on the Update Order button to set the order the passes should be run when running the scheduling process or the Call In/Call Off Wizard. This order update can be used after the sequence of the passes is changed, or a pass is deleted.
Note: This option is only available when more than one pass is configured for a Selection Style.
Add
Click on the Add button to open a screen to create a new record.
Complete the following steps:
- Click on the Add button in the left pane. The corresponding New Record screen is displayed.
- Enter data in applicable fields. The fields with an asterisk are required and must be completed before the record can be saved.
- Fields that require specific values display Field Look Up Values in the right pane. If there is no right pane, the List Selector icon is displayed to the right of a field to open a listing of valid values.
The List Selector icon opens a screen to select valid options for a specific field. Depending on the field, the values on this list may be set up on the corresponding configuration screen, or may be standard or client-defined values in the system.
Click on the icon to the right of a field to open the List Selector screen. Click the selected value to load it to the field.
Note: This listing option is used in screens when the right pane is not available to display the Field Look Up Values.
If specific values are required for a field, valid options may be displayed in the Field Look Up Values in the right pane. Usually, these values are previously set up on the corresponding Configuration screen. Scroll down the list to find the required value using the vertical scroll bar to the right of the list.
Note: If the first few characters are typed into the field, the list automatically scrolls to the values beginning with the corresponding values.
Screens that do not have a right pane available have the list selector icon to open a listing of valid values. Click this icon to open the list.
Note: Organization Unit information may need to be entered before values are displayed. For example, when accessing a Job Class field, the job class options available are linked to specific organization units. The organization unit where job classes are created must be entered before the options are displayed.
- Fields that require specific standard response values (for example, Yes/No) display a Drop-Down Menu arrow to open a list of valid options.
If specific standard values are required for a field, valid options may be displayed in a Drop Down Menu. These are usually standard options, or may be client defined. The values are not accessible through a configuration screen.
Click on the drop down menu arrow to display the options.
- When all data has been entered, click on the Save button to save the new record values.
Note: For more information and screen prints, see Adding a New Record.
