Eliminating rules

UNDERSTANDING  ELIMINATING RULES

 

Eliminating Rules restrict your schedule, by eliminating employees from being allowed on any given time block. Any eliminating rule can be broken by a manager, but not by the auto-scheduler, and not by an employee attempting a swap or sign up. When time block editors are in show conflicts mode, any eliminating rules that are being broken will show in red on each time block with such a conflict.

 

ELIMINATING RULES OVERVIEW

 

Here's a general description of how you can use eliminating rules to create scheduling conditions that fit your needs:

 

The following rules allow you to restrict # of working hours for your employees:

Max hours rule : when you add this rule, you restrict employee's working time to his/her maximum weekly hours per week, or per view range.
Daily hours rule : when you add this rule, you restrict employee's working time to his/her maximum daily hours per day.

Maximum weekly hours, and maximum daily hours can be setup in each user's account.

 

The following rule enforces qualifications:

Qualification rule : when you add this rule, an employee will not be considered for scheduling in a certain task/department/area etc.. if he/she is not declared qualified for that category.

You can set qualifications in each user's account

 

The following rules allow you to set the schedule around employee's availability:

Schedule only when declared available rule : when you add this rule, only employees who are declared AVAILABLE will be considered for scheduling.
Do not schedule when declared unavailable rule: when you add this rule, employees who are declared UNAVAILABLE will not be considered for scheduling.

Please note that you should never add both rules together in the system, you should determine which one to go by and add it. Employees can declare their availability in the My Availability page.

 

The following rules allow you to control how often, and for how long the employee can work:

Separation rule : when you add this rule, you enforce a number of non-working hours between any two time blocks assigned for a certain employee.
Separation rule if different locations : when you add this rule, you enforce a number of non-working hours between any two time blocks assigned for a certain employee for separate category items.
Max days in a row rule : when you add this rule, you can set a maximum number of days that the employee can work on in a row.