Concept: Shift Rules

Shift rules give you the ability to target your shifts to specific criteria that you select. These configured rules enable your requesting managers to see and select only shifts that apply to them when creating and editing a job and or work order (if they have the proper permissions). The rules also determine how some of the shift settings are applied and enforced.

When you create a shift rule, you:

Define the criteria that trigger the rule for the shift.

Select the shift strategy to use.

(Optional) Apply shift differentials to the shift.

The currency criterion is required if you enable shift differentials.

Shift strategies are ways that a client might manage their shift needs per work order. You can select between 2 shift strategies:

Dedicated shift strategy

. This strategy limits the contractor to only 1 shift for the assignment. Dedicated shift strategy is a great way to maintain a 1 to 1 relationship between a single shift and a work order. Workday VNDLY doesn't restrict contractors from being assigned to multiple work orders with a dedicated strategy, but does restrict contractors from being assigned to 2 different strategies on work orders.

Dedicated shift strategy gives a simpler contractor timesheet experience. It allows for consistent scheduling with no variance for outside shift working.

You might use a dedicated strategy when you only need a contractor to cover a single shift. Or if you have an integration with an external system that restricts contractors to a single work order. By default, the shift assignment displays on the timesheet so that the contractor doesn't have to select which shift to allocate their time.

Flexible shift strategy

. This strategy enables you to assign a contractor to more than 1 shift on the same work order.

Flexible shift strategies require you to allocate the time manually on the timesheet, so that Workday VNDLY knows which shifts the hours were worked against.

You might use this shift strategy if you have a contractor that the client assigns to work multiple shifts. This contractor might need the flexibility to be able to punch in and out of their assigned shifts as needed.

When creating shift rules, consider:

Rules only apply to job templates that have

Apply Shifts

enabled.

Updates to existing shift rules will only apply to all future jobs and work orders with shifts.

Workday VNDLY prevents the creation of duplicate rules, but won't prevent users from creating rules that overlap.

Workday VNDLY evaluates and uses the most specific criteria for the rule.

You create 2 shift rules for an IT worker located in California:

Rule 1 Criteria: Subdivision: California, Shift = Shift A.

Rule 2 Criteria Job Template: IT Subdivision: California, Shift = Shift B.

Workday VNDLY applies Rule #2 because it's the more specific rule.