Scheduling Assignments
Staffing and Scheduling uses assignment screens to determine which scheduling rules apply to each employee. The Standard assignments of Combination of Shifts, Maximum Work Stretch, Schedule Overlap, Scheduled Hours, Shift Equity, Holiday Staffing and Weekend Staffing are discussed in this document.
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To qualify for an assignment, employees must meet every one of the criteria set up in the Criteria section on the Assignment screen.
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Each employee is only assigned to one of the assignments.
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The all assignments for the Standard classification are included with the core system. There are no qualification requirements for the all assignments, so employees who do not qualify for any other assignment are automatically assigned to that assignment.
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There can be multiple assignment codes for each Assignment Type, such as one holiday or one weekend, but an employee can only be assigned to one assignment code. If an employee qualifies for more than one assignment, the order the qualification criteria appear on the Assignment Determination list determines the employee's assignment. For example, if job class is the highest priority qualification, when an employee qualifies for one assignment based on Job Class qualification and another assignment based on Employee Class qualification, the assignment code with the Job Class qualification would be the one assigned to the employee. For more information, see
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This chapter describes the screen configuration needed for all assignment types, then outlines step by step instructions for setting up specific assignments.
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The assignments are only validated if they are included in the selection style assigned to the process. For example, when running a needs-based schedule pass, only those assignment rules selected for the selection style for needs-based scheduling passes are included.