The Job Scheduler allows you to create shifts and assign tasks to your team, including all the details necessary for successful completion. However, scheduling employees often proves more complex than it seems. Managers must navigate labor laws and company policies, which can vary between employees. For instance, a student may have a promise of no more than three shifts per week, while another employee's contract might limit their total working hours. By setting individualized scheduling rules for each employee, you can create tailored guidelines that apply specifically to their circumstances.
This approach helps managers ensure compliance with all rules and agreements, even when employees have unique or varying requirements, simplifying the scheduling process and avoiding potential issues.
In this article we will go over:
How to Set Scheduling Rules Per Employee?
Scheduling rules can be set inside the employee profiles, by following these steps:
Navigate to the users' tab and click on the relvent employee
Click on the Employment tab
Scroll down and select the pencil icon under scheduling rules.
Click on Set Rules
At the top, you'll be able to add any existing company scheduling policies by clicking on 'manage policies'
At the bottom, you'll be able to add custom rules. Select 'Add rule', add the needed rules, and customize them.
What Rules Can Be Set?
Similar to when creating company scheduling policies the rule for custom rules per employee are broken down into hours and shits.
The following rules can be set:
Hours
Max hours per week
Max hours per day
Shifts
Max shifts per week
Max shifts per day
Gap between shifts
What Happens if an Employee is Assigned to a Company Policy & Has Unique Scheduling Rules?
Nothing, you can set more than one rule without the two negating each other, you will simply receive a visual indication in the scheadule each time the rule's limitation has been exceeded.
For example, if I have the max shifts set as 3 for an employee but they are also assigned to a policy where the max shifts are set as 4. In this case, the admin will get an alert when scheduling the 4th and 5th shifts for the employee - showing exactly which rules they have exceeded.
Additionally when scheduling shifts the lowest of the rules (in this case max shifts is 3) will appear when publishing or saving shifts as drafts.
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