Assignment Source

This screen displays the rules used by the system for processing. The standard assignment source records are already set up in the system.

Standard assignment source options for the scheduling application are Holiday, Weekend, Maximum Work Stretch, Scheduled Hours, Schedule Overlap, Shift Equity, and Combination of Shifts.

The Assignment Determination button opens a screen to select the qualification criteria that is available when setting up an Assignment Code record.

Assignment Code

This screen is used to define the values used for a specific assignment and to identify the qualifying employees for that assignment. For example, there could be one Maximum Work Stretch assignment code for RN’s in Department 3270 and another Maximum Work Stretch assignment code for LPN’s.

Selection Styles

This screen is found on the Configuration section>Scheduling card. The rules for each assignment are only validated if they are selected for validation in the Selection Styles screen. For example, the Maximum Work Stretch assignment rule is only validated when running the core schedule pass if it is included in the Selection Style used for validating core schedules.

Staffing Configuration

• Priority Dates
• Priority Days

This screen is found on the Configuration section>Scheduling card.

• The Priority Dates screen is used to indicate dates that should be populated first in the scheduling process. This makes it more likely that eligible employees are scheduled for a holiday assignment and are not disqualified because of other scheduling rules (like approved /overtime hours, maximum work stretch, shift equity rules, etc.).
• The Priority Days screen is used to indicate the days of the week that should be populated first during the scheduling process. This is used to ensure that employees that should be scheduled are not ineligible because of other scheduling rules

Default Selection Styles

This screen is found on the Preferences section>My Preferences card. The default selection styles for Create Schedule, Manual Edit Validation and Scheduling Assistant Call In are set up here. These selection styles use the assignment code records to determine whether employees are qualified to be scheduled, based on the assignment requirements. For example, if the selection style for scheduling includes the Scheduled Hours assignment, the system validates the employee assignment screen to see if daily/pay period approved or overtime hours rules would be violated if the employee was scheduled.

Employee Record

Employee assignments can be viewed on the TCS screen under the Assignments card.

In the Employee record>General screen>Indicators tab, there is a field to select whether an employee is on the A or B schedule for the Every Other Holiday schedule rule.

On the Parameters tab, there are fields to indicate the date when an employee is eligible to begin the weekend rules and the date to begin the holiday rules. If an employee is immediately eligible to participate in these rules, the fields can be left blank.