Scheduling can be time-consuming, especially when managing multiple schedulers and a large workforce. It's common to encounter errors, discover them later, or hear about them through employee complaints. At Connecteam, we're here to simplify and enhance the scheduling process. With Job Schedule Conflicts, potential issues are flagged in advance, allowing you to review and resolve them quickly. Let’s explore this powerful capability in more detail!
If you’re not familiar with the job schedule, first check out our Starting Guide To the Job Scheduler.
This article will cover:
How to Enable Conflicts in Job Scheduling
To enable conflict detection, you’ll need to use Job Scheduling Rules or Unavailability. Let's go over these below:
Enabling Unavailability
Unavailability can be set in the Job Scheduling Settings, allowing employees to mark their unavailable times and/or put their preferred work hours. This simplifies the scheduling process by providing clear visibility into your team's availability.
Setting Up Job Scheduling Rules
Job Scheduling Rules help you stay compliant with company policies and labor laws while avoiding unnecessary overtime. There are two ways to create scheduling rules: by setting up company-wide scheduling policies or by customizing rules for individual employees.
Company-Wide Scheduling Policies
These are general policies you can assign to specific groups of employees. For example, you might create policies for full-time employees, part-time staff, or those under 18.
To set up company-wide policies, navigate to the Users tab, click on Company Policies, and create the policies you'd like to apply (for example, a part-time policy or a full-time policy).
Want to learn more about setting Scheduling Rules? (Go to this link)
Custom Scheduling Rules
To set tailored rules for individual employees, navigate to the Employment Tab within the Users Tab. This allows you to set specific scheduling limitations for each user, such as maximum hours per week, maximum hours per day, and more.
How to View the Job Schedule Conflicts
Start by Navigating to the Job Schedule feature from the left sidebar and accessing the relevant schedule.
Enable Conflicts by Clicking on Viewing Options and toggling on Conflicts. This allows you to easily spot scheduling issues.
You can now identify conflicts directly in the schedule. Conflicts are marked with a red exclamation point on the shift. If you hover over the red exclamation mark, you’ll see details about the type of conflict (as shown in the image below).
To get an overview of all conflicts, navigate to the Conflicts Tab by clicking on the red exclamation point in the top-right corner, near the settings. This will display all upcoming conflicts and additional details, as explained below.
Weekly and Daily Conflict Warnings
You can also view conflict warnings in the Job Scheduling weekly view. In this view, the warnings total will appear in the left sidebar under the user’s name whenever weekly or daily limitations are exceeded. You’ll see which specific rule was exceeded, making it easy to address and resolve the conflict.
💡Tip: You can easily access your employees' Scheduling Rules directly from the weekly view in Job Scheduling, while you view the conflicts.
Same for the daily view as seen below:
Managing and Solving Conflicts
Now that we've covered how to enable and access your job scheduler conflicts, let's understand how they are displayed and how to manage them. As you have noticed, the Conflicts tab has two different tabs: Upcoming and History. The Upcoming tab displays any scheduling issues happening today or onwards, while the History tab shows all past ones.
Conflicts are categorized by type, based on the Scheduling Rules you have set for each user or the different company policies.
You will see a detailed description of any scheduling rule that has been exceeded. For example, if a user exceeds their maximum allowed working hours for the week, the admin will receive a notification indicating the conflict is due to the hour's limitation. You can review the conflict and take the necessary steps to resolve it based on your scheduling needs.
*The Conflict capability for the Job Schedule is available from the Expert plan*
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