Qualification rule

OVERVIEW

 

When you add the rule Only schedule employees who are qualified for the shifts, 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. If a time block with different category items is assigned to an employee who's not qualified for one or more of these category items, then this rule is broken.

 

RULE IDENTIFICATION

 

Shows in rules as:

Only schedule employees who are qualified for the shifts

If rule is broken, show conflicts displays:

NOT QUALIFIED

Type:

Eliminating

Parameter:

-

 

EDITING THE RULE

 

Click here for more information on how to edit this rule.

 

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PARAMETERS EXPLANATION

 

This rule has no parameter(s).

 

RELATED SETTINGS

 

How to specify employees qualifications:

 

To set your employees' qualifications, you fill it in the "Qualifications" section in the User Account of the each employee. In the box below, all your categories are listed, and you can choose which category item the employee is qualified for by checking the box next to it:

 

edituser-quali

 

More information about setting qualifications is found on this link.

 

How to make a category unqualifiable:

 

If you want to remove any of the categories in your system from the qualifications section on the user account, or if you want your employees to be qualified for all the category items in one of your categories, you should specify that in the properties of that category. To do so:

 

1. Click on Categories on the left hand side of the screen.

2. Click edit icon 7_27_5 next to the category. This step is explained in details in the category setup topic.

3. Uncheck Can use to qualify employee box.

4. Click Submit.

 

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