Eliminating Rules

Eliminating Rules restrict your schedule, by eliminating employees from being allowed on any given time block. Any eliminating rule can be broken by a manager, but not by the auto-scheduler, and not by an employee attempting a swap or sign up. When time block editors are in show conflicts mode, any eliminating rules that are being broken will show in red on each time block with such a conflict.

Eliminating Rules Overview

Here's a general description of how you can use eliminating rules to create scheduling conditions that fit your needs:

The following rules allow you to set the schedule around employee's availability::

No employee should be double scheduled: when you add this rule, you enforce that no employee should be double scheduled.
Employee must be available: when you add this rule only employees who are available can be scheduled.

The following rules allow you to restrict # of working hours for your employees:

No employee should be scheduled for more than his/her maximum hours: when you add this rule, you restrict employee's working time to his/her maximum weekly hours per week, or per view range.

No employee should be scheduled for more than his/her maximum DAILY hours : when you add this rule, you restrict employee's working time to his/her maximum daily hours per day.

Note: Maximum weekly hours, and maximum daily hours can be setup in each user's account.

The following rule enforces qualifications:

Only schedule employees who are qualified for the shifts: when you add this rule, an employee will not be considered for scheduling in a certain category if he/she is not declared qualified for that category. Once a category is selected the rule description will change to specify the category. For example, if you choose the category location the rule will be listed as Only schedule employees who are qualified for the Location.

Note: You can set qualifications in each user's account

The following rules allow you to control how often, and for how long the employee can work:

No employee should be scheduled if he/she just worked this number of hours ago: when you add this rule, you enforce a number of non-working hours between any two time blocks assigned for a certain employee.
No employee should be scheduled within X hours if different locations: when you add this rule, you enforce a number of non-working hours between any two time blocks assigned for a certain employee for separate category items.
No employee should be scheduled for more than this number of days in a row: when you add this rule, you can set a maximum number of days that the employee can work on in a row.

The following rule pertains to bidding:

Only schedule bidders: this rule is used in conjunction with the Enable Bidding Feature in Company Settings. This allows for employees to bid on specific shifts that they would want. When this rule is enabled only employees who have bid on the shift can be scheduled.