Concept: Override Scheduling Settings

You can override schedule settings, validations, and rules so that workers have custom settings based on your override rather than inheriting settings from their high-level scheduling organization (HLSO). The validations you configure for HLSOs determine the length and placement of shifts that the Optimization Engine creates. Overrides determine which workers are assigned to those shifts.

Example: You want to ensure that full-time workers are assigned 8-hour shifts and part-time workers are assigned 4-hour shifts. You configure the HLSO so that the maximum shift length is 8 hours and the minimum shift length is 4 hours. You create an override for part-time workers that defines the maximum shift length as 4 hours and the minimum shift length as 4 hours. You also create an override for full-time workers that defines the maximum shift length as 8 hours and the minimum shift length as 8 hours.

You can override these validations:

Maximum Shift Length (Hours)
Maximum Weekly Hours
Maximum Working Days
Minimum Rest Between Shifts (Hours)
Minimum Shift Length (Hours)
Minimum Weekly Hours

You can also override these Optimization Engine settings:

Consistency
Consistency Lookback Cycle
Labor Cost Minimization
Preferred Weekly Hours
Preferred Schedule Tags
Preferred Work Times

You can also override meal and break rules so that schedules for individual workers comply with school calendar regulations.

You can use the

Override Scheduling Settings for Worker

task to override settings for an individual worker. For overrides to take effect in a scheduling week, they must be effective dated as of the start of that week, or earlier. If an effective-dated override snapshot is dated after the start day of the schedule week, the override will take effect the next week.

You can override settings automatically when workers transition jobs or have other events. Create override templates using the

Create Override Scheduling Settings Template

task. Then add the

Auto-Assign Scheduling Setting Overrides

service step after the

Completion

step on these business processes:

Change Job
Hire
Request Return from Leave of Absence