In this article we will go over how to use filters to schedule the right employees for the right schedule
Filtering the Employee Selection List
NOTE: The selection of employees that can be assigned to a schedule time slot can be limited based on certain criteria. It is possible to list only those employees that meet certain post qualifications or maximum hour restrictions. Other restriction options are discussed later in this document..
To Filter the Employees that display on the Selection List:
1. Right-click opening and select Assign Employee
2. Check desired Filter(s)
Selecting multiple filters will limit the employee selection list to those employees that meet EACH one of the filter requirements COMBINED.
System Users must have the applicable Security Permissions to override the filter selection.
The example shows only those employees that meet both the Qualification and Maximum Hours requirements.
Filter Warnings
Filtering restrictions are not utilized when the Click & Drag or Copy & Paste features are used. Warnings will be presented if an employee does not meet the defaulted schedule requirements. Depending on Security Permissions, the user will have the option to override the warning and continue to schedule the employee.
Division Settings for Filters
The Default Values set on the Division Settings Payroll/System tab will automatically be checked when the Employee Selection Master is displayed. If the License and Training requirements have been established on the Division Settings – Lookup tab, then those filters will automatically display as well.
Qualification
Qualifications necessary for an employee to work at a specific Post/Position are set at the Post level and in the Employee Qualification Master.
Setting Qualifications at the Post Master
1. Open Post Master
2. Select Qualification from bottom dropdown
3. Select Qualification
4. Save Setting Qualifications at the Employee
Master
1. Open Employee Master
2. Select Qualification from bottom dropdown
3. Select Qualification
4. Save
Maximum
The Max Hours (Week) amount is set on the Division Setting - System tab. This indicates the maximum scheduled hours that an employee must not exceed for the week. When selecting this filter, employees who would have been scheduled over XX hours in the week will not be displayed on the Employee Selection Master.
Overtime Daily
The Daily Payroll Hours amount is set on the Division Settings–Payroll/System tab.
When selecting this filter, employees who would have been scheduled over XX hours in a single day will not be displayed on the selection list.
Set for 1st and 2nd shifts and are definable bythe client.
Available to Work
The days and times that an employee is available to work are set on the Employee Master Day/Time tab.
Selecting this filter will display only employees that are available on the day and time for the selected schedule time slot.
Department
Departments are set on the Customer Master Customer tab and on the Employee Master Employee
tab.
Selecting this filter will list only those employees with the same department as the Customer to which they are being scheduled.
Shift Code
Shift Codes are set on the Tour Master and on the Employee Master Employee tab.
Selecting this filter will list only those employees with the same shift code as the Tour to which they are being scheduled.
Work History
Work History Levels are set on the Division Settings System tab. The specific level and
time frame (amount of days) are entered.
Selecting the Work History filter will display only those employees who have worked at the
specific Customer, Location or Post to which they are being scheduled.
License and Training
The License and Training Requirements are set on the Division Settings-Lookup tab. Indicating
that an employee meets these requirements is set on the Employee License and Training Masters.
IMPORTANT:
If License filtering is √ as follows, the system REQUIRES that ALL employees have the selected license entered in their Employee Master, even if they do not possess the license.
If ALL employees do not have the appropriate license, the filter does not work.
It is recommended to utilize the Operations Audit Report and license & training reports for monitoring warnings & expirations.
