Advanced Scheduling - Adding Employee Rules -Scheduler Profiles (Step 3)

Advanced Scheduling - Adding Employee Rules -Scheduler Profiles (Step 3)

In order to dictate the rules on the individuals as to how they can be scheduled, we need to create (or maintain) profiles that we can then assign to employees. For example, If Full-Time employees have rules such as no more than 40 hours a week, and no more than 8 hours in a day, then you'd have a Full-Time Scheduler Profile and need to assign this to employees. If you also have Part-Time Employees that should not go over 30 hours, then you'd create a second profile and assign it to those that are Part-Time.

 

Here's how to create and/or maintain the profiles.

 

Gear Icon > Profiles Policies > Scheduler Profiles

 

Select "New Scheduler Profile"

 

Create profiles based on needs such as California employees would have different requirements vs. out of state or if clients have 4-10's etc. and really think about scheduling fairness. This would also apply if there are different rules for full-time vs. part-time. If you do part-time you may have a different daily max.

 

Here you can name the profile accordingly. We recommend choosing something that is very straightforward. For example, "Full-Time" or "Full-Time 4-10's". 




After you have named the Profile, you can now add the Schedule Constraints. Below are the most common. 

Time Off
This step will not schedule employees that have time off. 



 

Max Hours Per Day


Max Consecutive Days

 


Weekly Overtime Rules



After all, the rules have been applied you may want to copy this profile to add your Part-Time or other profiles that would have all of the same rules but maybe only one detail is different, such as "Part-Time". To do this, after you save, go back to the list of profiles and choose the copy symbol. Then once the new profile is created, choose the pencil icon to open up the profile and edit the area accordingly. 

 

Now apply the profile to the employee via Mass Edit. 


To mass edit, navigate to Hamburger Menu > Gear Icon > Mass Edit > Mass Edit Profiles - watch the video for the best understanding:  How to Mass Edit and Add Defaults

Choose the criteria that would help you add info to the employees to determine if they should be assigned the Full-Time or Part-Time rules for example. "Employee Type" would be a great idea of info to bring in to determine who should have Full-Time vs. Part Time. 

After employees that need the profile have been selected - assign the Profile as seen below and "Apply Change". 

 


For automation moving forward, don't forget to add this profile to any jobs as a default profile OR to your company's defaults. 



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