Every Other Major/Minor Holiday Assignment

The Every Other Major/Every Other Minor Holiday Rule works much the same as the Every Other Holiday Rule. The difference is that there are two separate sets of holiday rotations occurring simultaneously; major holidays and minor holidays. Each holiday is set to be either a Major or a Minor holiday in the Holiday screen.

The first Schedule A major holiday rotation is defined by Holiday Assignment Code Parameter Schedule Standard Date 1.

The first Schedule A alternating minor holiday rotation is defined by Holiday Assignment Code Parameter Schedule Standard Date 2.

All holidays not eligible to be worked in Schedule A are considered to be Schedule B holidays. Each assignment needs to track which holidays are Schedule A and which are Schedule B so they can assign their employees accordingly.

If one department has more or fewer holidays than another department, their A and B holidays would be different. In other words, A and B rotations are not directly linked any holiday itself but are based on the alternating Schedule A/Schedule B status starting with the Schedule Standard Dates.

An example of Major and Minor holiday rotations is shown below:

Major Holidays	Minor Holidays
New Year's	President's Day
Thanksgiving	Memorial Day
Christmas	July 4
	Labor Day

 

Eligible to work Major Holidays		Eligible to work Minor Holidays
New Year's 2017	Schedule A	President's Day 2017	Schedule A
Thanksgiving 2017	Schedule B	Memorial Day 2017	Schedule B
Christmas 2017	Schedule A	July 4 2017	Schedule A
		Labor Day 2017	Schedule B
New Year's 2018	Schedule B	President's Day 2018	Schedule A
Thanksgiving 2018	Schedule A	Memorial Day 2018	Schedule B
Christmas 2018	Schedule B	July 4 2018	Schedule A
		Labor Day 2018	Schedule B

Steps to Create an Every Other Major/Minor Holiday Rotation

The following summarizes the steps needed to configure the Every Other Major/Every Other Minor Holiday rule. The steps are described in more detail below:

Step 1: Set up the Major and Minor holidays in the Holiday screen

1. Set up the Holiday General Tab

2. Set up the Holiday Indicators Tab

3. Set up the Holiday Parameters Tab

Step 2: Create a new Assignment Code record

1. Set up the Assignment Code General Tab

2. Set up the Assignment Code Indicators Tab

3. Set up the Assignment Code Parameters Tab

4. Set up the Assignment Code Criteria Screen

5. Set up the Assignment Code Holiday Screen

Step 3: Set up the Every Other Holiday reference dates

Step 4: Assign employees to the A or B rotation

Step 5: Enter the employee Holiday Shift Eligibility Date, if applicable

Step 6: Add the holiday validation to the Selection Styles

Step 1A: Set up the Holiday General Tab

To enter a new holiday record, complete the following steps:

1. From Configuration > Assignments, select the Holiday icon.

2. Click on the Add button in the left pane to open a screen to add a new record.

3. Enter a Code and Description to identify this holiday code.

4. Enter the Actual Date of the holiday and the Observed Date when it is observed in the corporation.

5. Enter the Holiday Category Code. This field is used with the Every Other Same Holiday assignment to match up the same holiday between years, since there may be more than one "Holiday" record for the same holiday and they may have different names.

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

7. The Indicator and Parameter tabs are now available.

Step 1B: Set up the Holiday Indicators Tab

1. Select the Indicators tab and open the Schedule Process card by clicking on the card arrow.

2. Select the indicator option values from the drop-down listing to set the rules for this assignment.

   • For the Every Other Major/Minor Holiday rule, each holiday must be assigned to either the Major Holiday rotation (A) or the Minor Holiday rotation (B) using Holiday Indicator Schedule Standard 1. There does not need to be the same number of holidays in the two rotations.

   • For the Every Other Major/Minor Holiday rule Holiday Indicator Schedule Standard 2 can be left with the default setting of Y.

     Note:  

     All holidays selected for this rule must have this value set to Y.

3. Click on the Save button at the bottom of the screen to save this record.

Step 1C: Set up the Holiday Parameter Tab

1. Select the Parameters tab and open the Schedule Process card by clicking on the card arrow.

2. Enter the parameter option values to set the start date/time and the end date/time for the holiday for this assignment.

   • In the Holiday Parameter Schedule Standard Date 1 field, enter the starting date of the holiday. The holiday time frame begins on this date on the time defined by Holiday Parameter Schedule Standard Time 1.

   • In the Holiday Parameter Schedule Standard Date 2 field, enter the ending date of the holiday. The holiday time frame ends on this date on the time defined by Holiday Parameter Schedule Standard Time 2.

   • In the Holiday Parameter Schedule Standard Time 1 enter the time the holiday begins on the starting date, defined by Holiday Parameter Schedule Standard Date 1.

   • In the Holiday Parameter Schedule Standard Time 2 enter the time the holiday ends on the ending date, defined by Holiday Parameter Schedule Standard Date 2.

3. Click on the Save button at the bottom of the screen to save all indicator and parameter values.

Step 2A: Set up the Assignment Code General Tab

1. From Configuration > Assignments, select the Assignment Code screen.

2. Click on the Add button to add a new Assignment Code. The following General screen is displayed.

3. Enter the date this Assignment Code will be effective.

4. Select the Standard option from the Assignment Source Classification field.

5. In the Assignment Source Code field, select Holiday from the field look up values.

6. Enter a Code and Description to identify this holiday assignment record.

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

8. The Indicators and Parameters tabs are now available for set up.

Step 2B: Set up the Assignment Codes Indicators Tab

To set up the Assignment Codes Indicators tab, complete the following steps:

1. Click on the Indicators tab, then open the Schedule Process card.

2. Set Holiday Assignment Code Indicator Schedule Standard 1 to Y to process the selected holidays in this assignment using holiday rules.

3. Set Holiday Assignment Code Indicator Schedule Standard 2 to the proper option of how holiday shifts are determined.

   • If this indicator is set to H (hours in holiday), also configure the Holiday Assignment Code Parameter Schedule Standard Hour 1 to indicate the minimum hours that must be in the holiday time frame to consider a shift a holiday shift.

   • If this indicator is set to P (percentage of shift in holiday), also configure the Holiday Assignment Code Parameter Schedule Standard Percent 1 to indicate the minimum percentage of a shift that must be in the holiday time frame to consider it a holiday shift.

   • If this indicator is set to S (start time), the start time is set up on the Holiday record.

4. Set Holiday Assignment Code Indicator Schedule Standard 3 to Y to process the Every Other Holiday Rule.

5. Set Holiday Assignment Code Indicator Schedule Standard 4 to N.

6. Set Holiday Assignment Code Indicator Schedule Standard 5 to the proper option to determine if there is a maximum number of schedules that an employee is eligible to work during the holiday time frame.

   • If this indicator is set to Y (Yes), also configure Holiday Assignment Code Parameter Schedule Standard Integer 1 to indicate the maximum number of schedules that an employee can work.

   • If this indicator is set to N (No), there is no limit to the number of schedules an employee can work during the holiday time frame.

7. Set Holiday Assignment Code Indicator Schedule Standard 6 to N.

8. Set Holiday Assignment Code Indicator Schedule Standard 7 to N.

9. Set Holiday Assignment Code Indicator Schedule Standard 8 to N.

10. Set Holiday Assignment Code Schedule Standard 9 to the proper option to determine if productive core rotating schedules should be populated on holidays if the employee is eligible to work.

    • If this indicator is set to Y (Yes) employees are scheduled their core schedules if they are eligible to work

    • If this indicator is set to N (No) employees are not given their core schedules on any holiday.

      Note:  

      Employees can still be assigned a need-based schedule on holidays they are eligible to work.

11. Click on the Parameters tab to set up the companion parameters.

Step 2C: Set up the Assignment Code Parameter Tab

To set up the Assignment Codes Parameter tab, complete the following steps:

1. Select the Parameters tab, then open the Schedule Process card.

2. Depending on the setting of Holiday Assignment Code Indicator Schedule Standard 2, set the companion parameter to indicate how holiday shifts are determined.

   • If this indicator is set to H (hours in holiday), also configure the Holiday Assignment Code Parameter Schedule Standard Hour 1 to indicate the minimum hours of an employee schedule that must be in the holiday time frame to consider it a holiday schedule.

   • If this indicator is set to P (percentage of shift in holiday), also configure the Holiday Assignment Code Parameter Schedule Standard Percent 1 to indicate the minimum percentage of an employee schedule that must be in the holiday time frame to consider it a holiday schedule.

   • If this indicator is set to S (start time), the start time of the employee schedule must be within the holiday time frame to consider it a holiday schedule. The start date/time and ending date/time of the holiday time frame is set up on Configuration > Assignment > Holidays > Parameters.

3. Holiday Assignment Code Parameter Schedule Standard Integer 1 determines the maximum number of schedules that can be assigned to employees during a single holiday date range. If using this rule, enter a positive integer in this field.

4. Holiday Assignment Code Parameter Schedule Standard Integers 2 - 5 are not used with this assignment and can be left blank.

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

Step 2D: Set up the Assignment Codes Criteria Section

The Criteria section is where the employees that should receive this assignment are identified. The criteria options that are available were previously selected on Assignment Source > Assignment Determination.

To configure the criteria requirements, complete the following steps:

1. With the Assignment Code record open, click on the Criteria section button in the left pane.

2. Click on Add to add a new record.

3. Enter an Effective Date, a Code and Description to identify this Criteria record.

4. In the additional fields, enter the criteria options that identify employees who should be given this assignment.

   Note:  

   Additional criteria options can be added (by authorized users) through the Assignment Source > Assignment Determination button.

5. Click on the Save button at the bottom of the screen to save this record.

6. To add additional groups of employees to this assignment, click on the Add button again and complete steps 3 - 5. The groups given to this assignment are displayed.

7. Click on Save to save the record.

   Note:  

   Employees must meet all the requirements within one of the Criteria records to qualify for the assignment.

   • If employees do not qualify for any other assignment, they will automatically qualify for the All assignment, which does not have any qualification criteria. There is a default All assignment for every Assignment Source.

Step 2E: Set up the Assignment Codes Holiday Section Screen

The holidays that are included in this assignment are selected on the Holiday section screen.

To set up this screen, complete the following steps:

1. With the Assignment Codes screen open, click on the Holiday section button in the left pane.

2. Click on the Add button to open the Holiday Search screen. Enter search criteria to find holidays to include in this assignment.

3. A listing of the holidays that have been previously set up on the Holiday screen is displayed. Check the box to the left of each holiday to be included in this assignment.

   Note:  

   There may be more than one record for the same holiday. Be sure to choose the correct one.

4. When all holidays for this assignment have been checked, click Assign: Common Data (to assign the same data for all) or Assign: Individual Data (to assign different data for each).

Step 3: Set up the Every Other Holiday Reference Dates

1. Go to Configuration > Assignments > Assignment Source.

2. From the Advanced search criteria, enter Holiday Assignment in the Category field.

3. Search for and select the Holiday record to be set up and open the Parameters tab

   • Enter the starting date for the Every other Holiday rule in the field for Holiday Assignment Code Parameter Schedule Standard Date 1. The system will start the A rotation with the holiday that is closest to this date. Every other holiday from this date is eligible for the A rotation group to work. The non-eligible, alternate weekends are considered to be B rotation weeks.

   • If major and minor holidays are being rotated separately, enter the starting date for the Every Minor Holiday rule in the field for Holiday Assignment Code Parameter Schedule Standard Date 2. The system will start the A rotation with the holiday that is closest to this date. Every other holiday from this date is eligible for the A rotation group to work. The non-eligible, alternate weekends are considered to be B rotation weeks.

4. Click on the Savebutton at the bottom of the screen to save the record.

Step 4: Assign employees to the A or B rotation

Employees are assigned to either the A or the B rotation by an indicator setting in their employee record. This is so half the employees are eligible to work a specific holiday while the other half are off. Then, on the following holiday, the other half of the employees are eligible to work.

1. From the Employee section, use the Employee Search feature to locate the employee records to configure.

2. Open the employee record to General > Indicators > Schedule Process.

3. Set the Employee Indicator Schedule Standard 1 value to indicate whether the employee belongs to the A or B holiday rotation.

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

The alternating major holiday and minor holiday rotations defined by Holiday Assignment Code Parameter Schedule Standard Date 1 and Holiday Assignment Code Parameter Schedule Standard Date 2 are considered Schedule A holidays. All holidays not eligible to be worked in Schedule A are considered to be eligible in Schedule B.

Each department needs to track which holidays are Schedule A and which are Schedule B, based on these dates, so they can assign their employees accordingly. If one department has more or fewer holidays than another department, their A and B holidays would be different. In other words, A and B rotations are not directly linked any holiday itself, but whether the holiday is eligible or ineligible based on the alternating status starting with the Schedule Standard Dates.

With the Every Other Major/Every Other Minor Holiday Rule, the major and minor holidays are tracked on separate rotations.

Step 5: Enter the Employee Holiday Shift Eligibility Date

If an employee has a waiting period before he or she is eligible to participate in the Holiday assignment rules, an eligibility date can be entered in the employee record.

1. From the Employee section, use the Employee Search feature to locate the employee records to configure.

2. Open Employee General > Parameters > Schedule Process.

3. In the Employee Parameter Schedule Standard Date 2 field, enter the date when the employee is eligible to start the holiday rules.

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

Step 6: Add the Holiday Validation to the Selection Style

The Holiday rule must be selected as a validation in each pass of the selection style.

1. From Configuration > Scheduling, select the Selection Styles page.

2. Open the selection style being used with the automatic scheduling process and/or manual process.

3. Open a scheduling pass and click the Qualification button.

4. Point the cursor to the Holiday rule in the Available Rules column. Drag the rule to the Selected Rules column.

5. Repeat steps 3-4 for each pass to be validated.

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