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Business Rules - Auto Schedule

  • Updated

 

Overview

Auto Schedule Rules can be configured with conditions to make them context sensitive for the selected shift. They can facilitate moving a group of employees up into shift vacancies  and schedule them automatically without additional user intervention.

This page covers the processes for a FLOW user to configure Auto Schedule Rules.

 

Accessing Auto Schedule Rules

  • Click on the User Avatar in the Top Bar to access the User Menu

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  • Use the mouse to select Settings – once clicked, the Setting Menu will open in the Left Sidebar

In the Settings Menu, locate the Business Rules header and select Auto Schedule.  The Auto Schedule Rules configuration screen will open in the main pane. Clicking the name of the rule table will open the table in the main view.

The Auto Schedule Rule Table

WorkSight FLOW allows you to easily set up a rule that will automatically Schedule employees based on the configuration and criteria you set.

 

Rule Table Fields 

All rule tables have a bold vertical line separating the left-side columns from the right-side columns.

The columns on the left side of the bold vertical line are referred to as Matching Columns. These columns are where you define the eligibility conditions that determine if the rule should or should not apply.

The columns on the right side of the bold vertical line are referred to as the Result Columns. These columns are where you define the action that occurs as a because of matching the columns on the left.

Each table row is considered one rule.  Rules will match based on the specificity of the matching conditions. Only one rule per Category will be selected to apply to an accrual. A row with more specific conditions will be selected to apply over a row with more generic conditions. For example, the first row below is more specific because it has the most conditions. That is the row that will be selected for processing first.  If it fails FLOW  will try to match the second.

 

Matching Columns 

In the Category column, type in a name for the specific auto schedule rule that you are configuring. For Auto Schedule rules to run in a consecutive order, this column must be filled in accordingly.
Additional matching columns include:

  • Area
  • Group
  • Shift Pattern
  • Shift Type
  • Occupation
  • Tags
  • Employee Tags
  • Day of Week
  • Expression

Results Columns

Results columns include:

  • Scheduling Rule
  • Reason
  • OT Reason

 

Scheduling Rules

When you click in the Scheduling Rule column, any existing rules will appear.  These rules may have been created in the Schedule Replacement finder, or in the Auto Schedule Rules Table.

 

To create an Auto Schedule Rule in the Rules table

Click on Add Scheduling Rule. The Add Scheduling Rule Dialog box opens.

 

For more information on the Add Scheduling Rule Dialog, see: Schedule Replacement Finder

Please note: A Scheduling Rule must have at least one inclusion filter.

 

Example of a Move Up on Shift Scheduling Rule:

 

To Apply Auto Schedule Rules

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