Create Shift Rules
You can create criteria and rules to ensure your shifts and shift settings apply in specific scenarios. Rules can limit the shifts that display to managers while creating and editing a job or work order. The configured rules can also determine how shift settings are applied and enforced.
- From the header, select .
- From theTimekeepingsection, clickShifts.
- From theShift Rulestab, clickCreate.
- As you create the shift rule, consider:OptionDescriptionCriteriaAdd criteria to define scenarios when your configuration should be applied. The criteria display from the least specific to most specific.Workday VNDLY evaluates and uses the most specific criteria for the rule. Example: 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.
Shift Strategy- SelectDedicatedto enable managers to assign a single shift to a contractor on a work order.
- SelectFlexibleto enable managers to assign more than 1 shift on a work order.
Shift DifferentialsSelect theEnable Shift Differentialstoggle to add shift differentials to the shift. Before you canEnable Shift Differentials, you need to select:- A currency for theCurrenciescriteria.
- At least 1 shift.
Noneas theShift Differential Type. This selection creates a placeholder for theShift Differential Type, so you can enter the differential later.
Shift rules automatically trigger and apply if there are criteria that match when you create a job from a template that has shift selection.
All criteria must match before VNDLY applies the rule.
Example: You want to have night shifts available for Bindery Operator jobs located in Charlotte, North Carolina and want to encourage contractors to take those shifts. You create a rule where the:
- LocationisCharlottefor theCriteria.
- CurrenciesisUS Dollar (USD).
- Shift StrategyisDedicated.
- ShiftisNight Shift.
- Shift Differentialsis enabled andShift Differential TypeisBill Rate + Rate DifferentialwithRate Differentialis 5.00 for a 5 dollar increase in the hourly rate.
You then select the Bindery Operator job template with shifts selection enabled and select Charlotte as the location. The
Shifts
fields now populate with the information that you specified in the rule.