Rules
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.
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
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.
Rule failures and warnings usually appear on an employee’s shift edit window for the day they are 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.
