Auto Schedule Passes

The Auto(matic) Schedule option defines the passes for the scheduling process, including the sequence of the passes, the rules validated with each pass, and the sort order of qualifying employees.

For more information, see Steps for Adding an Auto Schedule Selection Style.

When a Pass record is open for the Automatic Schedule Creation option, the following additional section options are displayed:

Selection Rule

Opens a screen to select the rule used with this pass of the Selection Style, such as Core Schedules, Core Staffing Plan or Staffing Plan. Choose the rule from the Field Look Up Values.

Qualification Rules

Opens a screen to determine employee qualification criteria for each pass. Drag rules listed from the Available qualification rules table to the Selected qualification rules table.

Sorting Rules

Opens a screen to view and maintain sorting of employee names returned in a specific pass. Drag applicable rules from the Available sorting rules to the Selected sorting rules table. Sorting rules need additional configuration to determine the point value, or sort direction.

 

The following related topics are available:

Edit Validation Passes

Scheduling Assistant Call In Passes

Scheduling Assistant Call Off Passes

Action Buttons

The following Actions are available in the left pane when the Passes button is selected:

Click on the Add button to open a screen to create a new record.

Complete the following steps:

  1. Click on the Add button in the left pane. The corresponding New Record screen is displayed.

  2. Enter data in applicable fields. The fields with an asterisk are required and must be completed before the record can be saved.

    • Fields that require specific values display Field Look Up Values in the right pane. If there is no right pane, the List Selector icon is displayed to the right of a field to open a listing of valid values.

    • Fields that require specific standard response values, such as Yes/No, display a Drop-Down Menu arrow to open a list of valid options.

  3. When all data has been entered, click on the Save button to save the new record values.

Note:  

For more information and screen prints, see Adding a New Record.

The Copy Selected button is used to copy an existing scheduling assistant pass. All the settings on the Selection, Qualification, and Sorting screens are copied to the new record. After copying, any of these values can be modified.

To copy and modify one or more existing passes, complete the following steps:

  1. Click on the selection box to the left of each pass to be copied. A check mark is displayed in the box.

  2. Click on the Copy Selected button in the left pane.

  3. Copies of each of the selected passes are displayed. The copied passes have the same name as the original.

  4. Click on the folder to the left of each pass to open it.

  5. Modify the Description, so that this pass can be differentiated from the pass which was copied.

  6. Modify any of the values in the Selection, Qualification, or Sorting screens.

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

The Delete button is used to remove one or more records from a screen.

To delete a record, complete the following steps:

  1. Click on the selection box to the left of each record to be deleted.

    A check mark is displayed

  2. Click the Delete button.

  3. If a single record is open, select the Delete button (there are no boxes to select the record).

  4. A message is displayed verifying the record should be deleted. Click on Yes to continue.

Click on the Update Order button to set the order the passes should be run when running the scheduling process or the Call In/Call Off Wizard. This order update can be used after the sequence of the passes is changed, or a pass is deleted.

Note:  

This option is only available when more than one pass is configured for a Selection Style.