Create an assignment rule

For work environments that have complex work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees., rotations, or fairness needs due to employee or union requirements, create assignment rules.

Assignment rules supplement work patterns, and are optional. Employees must be assigned at least one work pattern Set of shifts in WFM (usually a weekly set of shifts) that are assigned to employees. A work pattern typically includes one or more shifts and possible days off for one week. or rotation Specific repeating sequence of work patterns in WFM assigned to employees. Rotations override work patterns. before applying assignment rules for that employee.

Before you begin 

• Create a work pattern

• Create a rotation

Procedure 

1. Go to Work Administration. Under Work Rules, select Assignment Rules.

2. From the left pane, select the organization for which you want to create an assignment rule Rule used in WFM to support work environments that have complex work rules, rotations, or fairness needs due to employee or union requirements. Assignment rules supplement work patterns., and select Create.

3. On the Assignment Rules screen, complete the fields.

4. Under Rule Type, select one of the following:

   • Employee must work: Defines rules related to how many work units (shifts, days, and times) an employee must work.

   • Employee must have off: Defines rules related to how many work units (days and times) an employee must not work (take time off).

   • Employees on this team must: Defines work constraints related to employees on the same team.

   • Employee must start: Defines rules related to start times of shifts for an employee.

5. Determine the next step:

   • If you selected Employee must work or Employee must have off, under Count: Select options related to the number of work units an employee must work or not work.

   • If you selected Employees on this team must, under Team Constraint Type: Select options related to the start and end times of shifts, and overlap times of shifts for employees on the same team.

   • If you selected Employee must start, under Start Unit, select options related to the start time of shifts for an employee.

   Assign only one team scheduling rule to each employee.

6. When you have completed your selections for the assignment rule, select Save.

What to do next 

Create a time bank or Workflow: Assign work rules to employees

Related topics 

Assignment rule details

Types of assignment rules