The Job Scheduler enables you to create shifts and assign jobs to your team, complete with all the necessary details to ensure successful task completion. Scheduling employees, however, is often more complex than it appears. Your company or country may have specific regulations regarding the number of hours or shifts employees can work. Additionally, individual employees may have unique requirements—for instance, a student who is limited to no more than three shifts per week. Without accurate information, managers may inadvertently violate company policies or even legal requirements, leading to costly mistakes.

Scheduling Rules help address this challenge by allowing you to define company-wide scheduling policies or set custom rules for individual employees. These rules ensure managers stay compliant with work hours and shift limitations when creating schedules.

In this article we will go over the basics of scheduling rules:

Scheduling rules can be seen in each employee's user profile. To access the profile go to the user tab and locate the employee. Once inside click on the employment tab. Here you can see any scheduling policies and set any custom rules.

To edit the schedule rules click on the pencil icon. Here you can choose to add any scheduling policies that have been set up or add custom rules per employee.

Custom Rules: These rules are specific to individual employees and can be applied independently or with a scheduling policy. These allow you to track unique agreements or exceptions for individual employees. For example, if an employee has an agreement to work 45 hours per week, but they’re assigned to a Full-Time Scheduling Policy that limits them to 40 hours, a Custom Rule can be used to ensure their actual work hours reflect the terms of their agreement.

To learn more about setting custom scheduling rules click here.

Scheduling Policies: These are broader rules that apply to groups of employees to manage their work limitations based on factors like employee status or region. For example, you might have a Full-Time Employee Scheduling Policy for those working 40 hours a week, or a Part-Time Scheduling Policy for those working 20 hours a week. Additionally, you can implement country or state-specific policies, such as a Canada Policy or USA Policy. These ensure that schedules comply with local labor laws.

To learn more about scheduling policies click here.

When doing scheduling admins will receive an alert any time they publish or save as drafts and shifts that violate the rules or policies set. This allows them to adjust the schedule accordingly to stay compliant with company policy or local labor laws.

Next to each employee, admins see a summary of the week. If the employee schedule exceeds the employee-assigned policies or set rules the admin will be able to see a summary of the rules broken and pull up the employee rules for reference.

Finally, when scheduling rules are activated you can use the conflicts feature to identify any shifts directly on the schedule that violate the rules set.

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