Maximum Work Stretch Assignment

The Maximum Work Stretch assignment determines the maximum number of days in a row that an employee should be scheduled, or the maximum number of hours scheduled on consecutive days. This prevents an employee from being scheduled several days in a row when other scheduling rules (such as overtime or approved hours) are not violated. For example, if an employee is scheduled the final 5 days of one scheduling period and the first 5 days of another scheduling period, the employee may still be within the rules for approved hours and overtime. But they are being scheduled for 10 days in a row.

If validations for both Hours and Days are selected, the employee will be scheduled up to the maximum number of hours on consecutive days or maximum number of days in a row, whichever comes first. For example, if the Days value is set to 5 and the Hours value is set to 40, the system will only schedule an employee for up to 5 days in a row or up to 40 hours in a row, whichever comes first.

Note: For more information on setting up Scheduling Assignment screens, see the Scheduling Assignments Overview page.

Steps to Create a Maximum Work Stretch Assignment

The following summarizes the steps to create a Maximum Work Stretch assignment. The steps are described in more detail below.

Step 1: Create a new Assignment Code

1. Set up the Assignment Code General tab
2. Set up the Assignment Codes Indicator tab
3. Set up the Assignment Codes Parameters tab
4. Select the Qualification Criteria

Step 2: Add the Maximum Work Stretch validation to the Selection Styles

Step 1A: Set up the Assignment Code General Tab

1. Go to the Configuration section>Assignments card>Assignment Code screen.
2. Click on Add to enter a new record.
3. Enter the date this Assignment Code will be effective.
4. Select the Standard option from the Assignment Source Classification field.

   The system classification of the assignment source record (Standard, Customer, User-Defined, or Replicated). After entering the Assignment Source Classification, Assignment Source options with the selected classification are listed in the Field Look Up Values.

5. In the Assignment Source Code field, select MaxWrk from the field look up values.

   The short name or abbreviation for the assignment source that relates to this record. These codes are previously set up on the Configuration section > Assignment card > Assignment Source screen.

   Note: There are many standard assignment source codes that match the rule being validated. Additional replicated or user defined codes can be added.

6. Enter a Code and Description to identify this assignment record.

   The label describing this assignment code.

   The alphanumeric short name or abbreviation identifying this assignment.

7. Click on the Save button at the bottom of the screen to save the record.

Step 1B: Set up the Assignment Codes Indicator Tab

1. Select the Indicators tab.
2. To validate the Maximum Work Stretch on the number of Days in a row, set MaxWrk Assignment Indicator Schedule Standard 1 to Y. Be sure to configure the companion parameter, MaxWrk Assignment Parameter Schedule Standard Integer 1.

   MaxWrk Assignment Indicator Schedule Standard 1 determines whether the system validates if an employee is being scheduled more than X days in a row.

   Valid Options:

   N	The system does not check to verify the employee is not scheduled more than X consecutive days.
   Y	The system does check to verify that the employee is not scheduled more than X consecutive days.

   When this indicator is set to Y (Yes), the number of consecutive days value (X) must be set up on MaxWrk Assignment Indicator Schedule Standard Integer 1.

   The Maximum Work Stretch validation must also be assigned to the Selection Style used for automatic and manual scheduling.

   Note: This indicator can be found in the Configuration screen>Assignments card>Assignment Codes screen>MaxWrk Assignment Source>Indicators tab.

3. To validate the Maximum Work Stretch on the number of Hours in a row, set MaxWrk Assignment Indicator Schedule Standard 2 to Y. Be sure to configure the companion parameter, MaxWrk Assignment Parameter Schedule Standard Hour 1.

   MaxWrk Assignment Indicator Schedule Standard 2 determines whether the system validates if an employee is being scheduled more than X hours on consecutive days.

   Valid Options:

   N	The system does not check to verify the employee is not scheduled more than X hours in consecutive days.
   Y	The system does check to verify that the employee is not scheduled more than X hours in consecutive days.

   When this indicator is set to Y, the number of hours in consecutive days value (X) must be set up on MaxWrk Assignment Indicator Schedule Standard Hour 1

   The Maximum Work Stretch validation must also be assigned to the Selection Style used for automatic and manual scheduling.

   Note: This indicator can be found in the Configuration screen>Assignments card>Assignment Codes screen>MaxWrk Assignment Source>Indicators tab.

4. Click on the Save button at the bottom of the screen to save the record.

Step 1C: Set up the Assignment Codes Parameter Tab

1. Click on the Parameters tab.
2. When MaxWrk Assignment Indicator Schedule Standard 2 is set to Y, enter the maximum number of hours an employee can work in a row in the MaxWork Assignment Parameter Schedule Standard Hour 1 field.

   MaxWork Assignment Code Parameter Schedule Standard Hour 1 determines the maximum number of hours on consecutive days that an employee is allowed to be scheduled. For example, if this value is set to 40, the employee can only be scheduled up to 40 hours in consecutive days.

   This value must be set up when MaxWork Assignment Indictor Schedule Standard 2 is set to Y.

   Valid Values:

   Any numeric value

3. When MaxWrk Assignment Indicator Schedule Standard 1 is set to Y, enter the maximum number of hours an employee can work in consecutive days in the MaxWork Assignment Parameter Schedule Standard Integer 1 field.

   MaxWork Assignment Code Parameter Schedule Standard Integer 1 determines the maximum number of consecutive days that an employee is allowed to be scheduled. For example, if this value is set to 5, the employee can only be scheduled up to 5 days in a row.

   This value must be set up when MaxWork Assignment Indictor Schedule Standard 1 is set to Y.

   Valid Values:

   Any integer

4. Click on the Save button at the bottom of the screen to save the record.

Step 1D: Select the Qualification Criteria

1. Click on the Criteria section button in the left pane to open a screen to indicate which employees should be given this assignment.
2. Click on Add button in the left pane.
3. In the following screen, enter the Effective Date, Code, and criteria options that identify employees who should be given this assignment. Note: The field options that are displayed on this screen are selected on the Configuration section>Assignment card>Assignment Source screen. If additional fields are required, they must be added through that screen first. For more information, see the Assignment Source page.
4. Employees must meet each criterion set up on this screen to qualify for this assignment code.
5. Click on Save to save the record.
6. To add additional groups of employees to this assignment, click on the Add button again and complete the previous screen. The groups given to this assignment are displayed.
7. Click on the Save button at the bottom of the screen to save this record.

Step 2: Add the Maximum Work Stretch validation to the Selection Styles

The Maximum Work Stretch rule must be selected as one of the validations in the selection style for this rule to work.

1. From the Configuration section>Scheduling card, select the Selection Styles page.
2. Open the selection style being used with the automatic scheduling process and/or manual process.
3. Open a scheduling pass.
4. Point the cursor to the Maximum Work Stretch rule in the Available Rules column. Drag the rule to the Selected Rules column.
5. Repeat steps 3-4 for each pass to be validated. Save the record.
6. This selection style can be set up as the default for scheduling through the Preferences section>My Preferences card>Default Selection Styles.

This selection style can be set up as the default for self-scheduling on the Configuration section>Scheduling card>Staffing Configuration screen.