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- Settings (1)
- Match Criteria - Two options Partial and Exact.
- Partial - this will display any employee who matches at least one of the Requirements. The list of employees will have the employees who match all the Requirements, followed by those who match fewer Requirements. Therefore, the best matches are at the top. The first 20 matches are shown.
- Exact - this will display only employees who meet all the criteria. If an employee meets only some of the criteria then the employee will not be shown in the results.
- Currently used in configurations - this will display any Autofill or Find Replacement configurations where this rule has been applied so the Scheduler is aware what would be effected if changes were made to the rule
- Match Criteria - Two options Partial and Exact.
- Filters (2)
- If no selections are made in the 4 areas then the system will schedule shifts regardless of the Department, Position, Employee Types and Availability Types.
- If the Scheduler would like to restrict one or all of these for example a certain Department for a certain Employee Type then this can be achieved by clicking on the drop down list for the specific area and making the necessary selections
- Requirements
- There are a number of requirements and the Scheduler can set the rule up to use one or more of them by simple clicking on the drop down list and ticking the check box next to each requirement that they want the rule to use. In example above 'No Overtime cause' and 'Meets shift qualification' has been selected
- Employee Sort Order
- This is where the scheduler sets what order the shifts are filled, in shown. In the example above Seniority has been selected. What this means is , meaning that the person with the highest seniority will be put into the first shift and then the next highest employee will get the next shift and so onin the list. Multiple employees may have the same seniority, in which they will be listed before the next highest seniority.