Using rules to restrict swap and sign up

RULES-BASED SWAP AND SIGN UP

 

When WorkSchedule.Net is managing swap and sign up features, it looks for the eliminating rules that you have set up to figure out if an employee has the right to signup for a shift, or accept an offered shift. If a sign up or swap request will break any of the enforced rules that you added, the employee will not be allowed by the system to perform that signup or swap operation.

 

Note: Only eliminating rules can be enforced upon swap and signup, preference rules are not used for these features.

 

ENFORCE RULES UPON SWAP AND SIGN UP

 

When adding an eliminating rule, keep in mind that you can enforce that rule when employees try to swap or sign up for shifts. This way, you can limit any employees activity to your company's needs and policies.

 

To enforce a rule upon swap and/or sign up:

 

1.Click on Rules in the left hand side menu, the following screen will be displayed:

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2.If you haven't done so yet, add the eliminating rule that you want. Or, if have the rule added, click on the edit button to the left of the rule.

 

3.If you want to enforce the rule upon sign up, check the box next to Enforce this rule when employees sign up for shifts.

 

4.If you want to enforce the rule upon swapping, check the box next to Enforce this rule when employees switch shifts.

 

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5.Click Submit.

 

 

Related Topics

Setting up rules
Eliminating rules
Activate Swap and Sign up features in the system