Qualification Rules (Scheduling Assistant Call Off)

This rule includes employees who are currently scheduled above their Total Approved hours. The Total Approved Hours are the Daily Hours value plus the Daily Variance in minutes and/or the employees' Approved Hours value plus the Pay Period Variance value in minutes.

The number of hours per day this employee is authorized to work. This value is used when validating employee Daily Approved Hours.

Approved Hours and Daily Hours values are found on Employee > Primary Home Labor Distribution.

The following additional options are available when configuring Overtime Hours:

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

This rule determines whether to include or exclude employees with a specific classification (Instructor, Agency/Pool Employee, TimeID Employee, SecurALL Employee, Audit Employee). For example, this rule can be used to exclude all employees who are set up as audit employees, or to include only employees that belong to an Agency/Pool.

An employee has a matching classification if the value is set to Yes on Employee > General > Classification.

The following additional options display when configuring the Classification rule:

• Employee Classification

  From the drop down menu, select the classification option to be validated.

• Employee Has Classification

  Determines how to process the classification information:

  • When this value is set to Yes, employees are included in the listing when they have a Classification that matches the one selected.

  • When this value is set to No, employees are not included in the listing when they have a Classification that matches the one selected.

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

Verifies the employee has an employee class assignment that matches the one entered in the wizard.

This value is found in the employee's labor distribution records in the Employee Class Code field.

The following additional options are available for configuration:

• Employee Class

  Enter the Employee Class Code of employees who should be included in the results listing, such as Full Time and Part Time.

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

This rule evaluates the Home labor distribution records of all scheduled employees to see if they match the labor distribution of the schedule. This rule can be used to search only for Home employees, or search for only non-home employees.

The following additional options are available for configuration:

• Employees Home Organization Unit

  Enter the trunk, branch, and leaf levels of the organization unit to search for.

  Note:  

  The trunk, branch, and leaf levels are three of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.

  During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels here: Configuration > Organization Unit > Organization Link Level.

• Is Home

  Indicates whether the employees to be included in the list should be Home employees (Yes/No).

  • When this value is set to Yes, the employees that have a home labor distribution record that is equal to the selected Organization Unit are selected.

  • When this field is set to No, the employees that do not have a home labor distribution record that is equal to the Organization Unit associated with the scheduled profile are selected

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

Verifies the employee has a primary home shift assignment that matches the one entered in the wizard. This value is found in the employee's Primary Home labor distribution records in the Shift Code (the default work shift the employee is assigned to) field.

The following additional options are available for configuration:

• Employee Shift

  Enter the Shift Code of employees who should be included in the results listing, such as 1, 2, or 3.

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

Uses indicator settings to determine if employees qualify for this selection style pass. Click on the icon to the right of the field to open the List Selector of indicator options.

The following options display when configuring the Indicator rule:

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

This rule validates that the employee status, such as Active, Inactive, and Terminated, assigned to the employees has a classification of Active.

This rule verifies that the employees in the resulting list have a qualifying job class linked to the profile being searched for by the wizard.

The following additional field displays when configuring a Job Class Permissions rule:

• Is Job Class Assigned

  Indicates whether the employee has an existing schedule to work a job class linked to the selected Profile in the time period (Yes/No).

  • When this field is set to Yes, the employees that are working in the job class are selected.

  • When this field is set to No, the employees that are not working in the job class are selected.

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

Employees are included in the list of qualified employees when a schedule they have set to Offered overlaps the time frame being searched by the Scheduling Assistant Call Off wizard.

Employees with Offered schedules are only listed when the Scheduling Assistant is being run days in advance of the schedule where the call off is occurring. Offered Schedules does not look at records that were previously marked as offered.

This rule includes employees who are currently scheduled above their Total Overtime Hours. The Total Overtime hours are the employees Daily Overtime Hours value (the number of hours per day an employee can work before incurring overtime pay) plus the Daily Variance in minutes and/or the Weekly Overtime Hours value (the number of hours an employee can work per pay period or per week before incurring overtime pay) plus the Pay Period Variance value in minutes.

Overtime hours values are found on Employee > Primary Home Labor Distribution.

The following additional options are available when configuring Overtime Hours:

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

Verifies the employee has a matching pool code assignment as the one entered in the wizard. This value is found in the employee's record in the Pools screen.

The following additional options are available for configuration:

• Employee Pool

  Enter the Pool Code of employees who should be included in the results listing.

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

This rule determines that the employees included in the listing are either Standard or Relief employees.

The following additional options display when configuring a Position Classification rule:

• Classification

  From the drop down menu, select whether the included employees' positions should be either standard or relief. This value is validated against the Relief Position field in the related Labor Distribution record in the employee record (for positions that are not Primary Home).

  • When this value is set to Standard, employees who are not relief are included in the results

  • When this value is set to Relief, employees with a relief status in the position being searched are included in the results.

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

This rule verifies that the employees in the resulting list have a qualifying position (in their Labor Distribution records) that is linked to the profile being searched for by the wizard.

The following additional fields display when configuring a Position Permissions rule:

• Is Position Assigned

  Indicates whether the employee has an existing schedule to work a position linked to the selected Profile in the time period (Yes/No).

  • When this field is set to Yes, the employees that are working in the position are selected.

  • When this field is set to No, the employees that are not working in the position are selected.

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

Employees are included in the list of qualified employees when the employee's scheduled activity code is either productive or non-productive (depending upon setting).

The following additional options display when configuring a Productive/Non-Productive rule:

• Is Productive

  Indicates whether the employee has an existing schedule to work an activity code that is marked to be Productive (Yes/No).

  • When this value is set to Yes, the employee is included when the activity is marked as Productive.

  • When this value is set to No, the employee is included when the activity is marked as Non-Productive.

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

This rule verifies that the employees in the resulting list meet all the qualifications of the profile being searched for by the wizard.

The following additional options display when configuring a Profile Permissions rule:

• Is Profile Assigned

  Indicates whether the employee has an existing schedule to work the selected Profile in the time period (Yes/No).

  • When this field is set to Yes, the employees that have a labor distribution record that is meets the Profile Permissions associated with the scheduled profile are selected.

  • When this field is set to No, the employees that do not have a labor distribution record that is meets the Profile Permissions associated with the scheduled profile are selected.

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

This rules is intended to allow a search to eliminate schedules that started X minutes before the Call Off time frame, or end within X minutes of the end of the Call Off time frame.

When an employee schedule overlaps the time frame for Call Off then the employee is included in the list of qualified employees. The lunch is included when checking the end time of the scheduled activity code.

Only Pay Codes with a Type set to Hours will be validated for the Schedule Overlap rule. Pay Codes with a Type set to Dollars or Units will not be validated for the Schedule Overlap rule.

The following additional options are available for configuration:

• Starts Within

  The number of minutes to subtract from the Start of the Call Off time frame. All schedules that start before this time are not included in the scheduling assistant list.

• End Within

  The number of minutes to add to the end of the Call Off time frame. All schedules that end after this time are not included in the Scheduling Assistant List.

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.

This rule searches for employees who are assigned a schedule with the specified activity code or activity group when calling off employees.

The following additional options are available for configuration:

• Activity Code

  Opens a search screen to select the activity code to search for. Employees assigned to schedules with the selected activity code are included in the results list.

• Activity Group

  Opens a search screen to select the activity group to search for. Employees assigned to schedules with activity codes linked to the specified activity group are included in the results list.

• The Hide When Run check box determines whether this field is visible and editable when running the wizard.

  When this box is selected, a value must be entered in this field in this set up screen. Users cannot see or change the setting options for this rule when running the wizard.

  When this box is not selected, default values are optional. Users can see the field when the wizard is run.

  • If a default is entered, the user can either use the default value or select another value for this field.

  • If a default value is not entered, the user must select a value when the wizard is run.