An organization’s rules are all of its configuration settings that determine who is eligible for which shifts.  Some organizations may have their own custom-coded rules, but SchedulePro also comes with a default set of rules that can be managed on the Organization and Employee Edit pages.  For each assignment you make in SchedulePro, these rules help determine which employees are eligible for straight-time, which are eligible for overtime, and which aren't eligible at all.

In this article:

1) Organization Rules

2) Employee Rules

Organization Rules

The Organization page lets you define your organization’s high-level default rules.  These are:

  • Maximum weekly hours and maximum weekly hours before overtime for full-time, part-time, and casual employees
  • Maximum hours in any 24-hour window
  • Maximum hours on any given shift date
  • Maximum hours before overtime on any given shift date
  • Longest continuous shift, in hours

The help article on the Organization page (linked above) covers how to configure these rules.  Most of these rules can be overridden for an individual employee in the Employee Edit page.

Employee Rules

When you edit an employee’s profile, you can define some rules specifically for that employee.  These are:

  • Maximum work days in a row
  • Maximum weekly hours and maximum weekly hours before overtime (overrides organization defaults)
  • Maximum hours before daily overtime (overrides organization default)
  • Overtime restriction (whether or not this employee is available for overtime at all – employees who are marked “Not available for any overtime” will never be assigned OT)
  • Unavailability can be added by administrators, or employees can be given permission to determine their own unavailability.  This is then treated as a rule, and giving an employee work during a period of unavailability is treated as a rule violation, leading to a warning.

The help article on employee edit (linked above) covers how to configure these rules.

Rule failures and warnings usually appear on an employee’s shift edit window for the day on which s/he is in violation.  You can also run the Work Rule Audit report to see how many rule violations there are in a certain date range, or view a breakdown of rule violations on the dashboard.

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