Types of assignment rules
There are four types of assignment rules. When you select to create an assignment rule Rule used in WFM to support work environments that have complex work rules, rotations, or fairness needs due to employee or union requirements. Assignment rules supplement work patterns., you are prompted to select a Rule Type. Depending on the rule type you select, you need to define options related to the rules.
Shift rules
Shift rules ensure that employees are scheduled for work or are given time off within a specified time period.
Examples of shift Work period in WFM that has a definite length. rules include:
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You want to define that an employee must work at least four days each week.
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You want to define that an employee must have exactly two days off each week.
Rule types related to shift rules include:
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Employee must work
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Employee must have off
After selecting one of these options, the Count options appear. These options are related to the number of work units an employee must work or not work, respectively.
Fairness rules
Fairness rules ensure that specific events are scheduled the same number of times within a specified period for each member of a group. The scheduling engine determines the exact number of times.
Examples of fairness rules include:
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You want to define that every employee on a specific team must work a fair number of night shifts every week.
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You want to define that every employee on a specific team must work a fair number of hours every week with a tolerance of 120 minutes.
The rule type related to fairness rules includes:
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Employee on this team must
After selecting this option, the Team Constraint Type options appear. These options are related to the start and end times of shifts, and overlap times of shifts for employees on the same team.
Consistency rules
Consistency rules specify whether employee schedules can change from week to week in multi-week schedules, or whether schedules must apply to the entire scheduling period.
An example of a consistency rule is: You want to define that an employee must start all shifts at the same time every week.
The rule type related to consistency rules includes:
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Employee must start
After selecting this option, the Start Unit options appear, which are related to selecting the start time of shifts for an employee.
Team scheduling rules
Team scheduling rules specify that shifts of team members start at the same time, end at the same time, or overlap. The system defines a team by the supervisor, team lead, or all employees to whom the rule is assigned.
Examples of team scheduling rules include:
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You want to define that all employees on a team start at the same times with a tolerance of 30 minutes.
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You want to define that all employees on a team work shifts that overlap 240 minutes every day with their supervisor.
The rule type related to team scheduling rules includes:
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Employees on this team must
After selecting this option, the Team Constraint options appear. These options are related to the start and end times of shifts, and overlap times of shifts for employees on the same team.