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Scheduling Assistant Call In Passes

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Qualification Rules (Schedule Assistant Call In)

The Qualification Rules button opens a screen displaying the rules used for each pass of the selected process.

Only selected rules are validated when running the passes. Employees must meet the criteria of each of the qualification rules to be eligible for the pass.

When the Hide When Run box is checked, users cannot see nor change the setting options for this rule when running the Scheduling Assistant wizard. Therefore, the settings and values set up on this page are used whenever this rule is selected and the fields must be completed. For example, if the Approved Hours rule is selected, when the Pay Period Variance field is set to Hide When Run, the number of hours entered in this screen is always used as a selection criterion with this rule. If the Hide When Run box is NOT checked, the user can enter the number of hours of variance each time the wizard is run.

When the Hide When Run box is NOT checked, default values are optional, and the user can modify the values in this field when running the Scheduling Assistant wizard. Note: When running the wizard, these same fields are available and must be given values. If default values are not set up in this screen, the user must complete the fields each time the wizard is run. Therefore, default values are recommended.

The following Qualification Rules are available with the Scheduling Assistant Call In option. Click on the link below to navigate to the description:

Approved Hours

Class Overlap

Combination of Shifts

Currently Employed

Education Requirements

Employee Class

Employee Home Shift

Employee Position Permissions Note: It is recommended that any time the Position Skill, Station, or Station Skill rules are applied to a selection style, this rule is also applied.

Holiday

Indicator

Is Active

Is Working

Licenses

Maximum Work Stretch

Overtime Hours

Pool Code

Position Classification

Position Skills

Preferences

Schedule Overlap

Shift Equity

Station Skills

Stations

Unavailability

Weekend

The following additional section options are available in the left pane:

Add

Adding a Call In Selection Style

Selection Rule (Schedule Assistant Call In)

Sorting Rules (Schedule Assistant Call In)

Employee Class

Verifies the employee has an employee class assignment that matches the one entered in the wizard.

This value is found in the employee's labor distribution records in the Employee Class Code field.

The following additional field is available for configuration:

Employee Class

Enter the Employee Class Code of employees who should be included in the results listing (e.g. Full Time, Part Time, etc.)

The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.

Pool Code

Verifies the employee has a matching pool code assignment as the one entered in the wizard. This value is found in the employee's record in the Pools screen.

The following additional field is available for configuration:

Employee Pool

Enter the Pool Code of employees who should be included in the results listing.

The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.

Employee Home Shift

Verifies the employee has a primary home shift assignment that matches the one entered in the wizard. This value is found in the employee's Primary Home labor distribution records in the Shift Code field.

The following additional field is available for configuration:

Employee Shift

Enter the Shift Code of employees who should be included in the results listing (e.g. 1, 2, 3, etc.)

The Hide When Run check box determines whether this field is visible and editable when running the wizard. More about the Hide When Run check box.