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Enforce Hard Boundaries with Scheduling Rules
Rules establish strict requirements that candidates must pass to be considered for a shift.
To make the scheduling tools work effectively, a Match Territory scheduling rule is required.
Scheduling Rule Types
| Type | Description |
|---|---|
| Match Territory (Required) | Verifies that the candidate belongs to the shift's designated service territory. |
| Match Skills | Compares candidate skills to skill requirements on the shift's job profile. To schedule using skill levels, assign separate skill records, like Level 1, Level 2, and Level 3, to job profiles and workers accordingly. |
| Availability | Checks candidate availability, ruling out overlapping shift assignments, planned absences, or non-matching operating hours. |
| Match Queues (Workforce Management only) | Verifies queue membership for queue-based routing workflows. |
| Limit Non-Standard Shifts | Ensures candidates haven't reached their cap for non-standard or on-call shifts. |
| Rest Time in Minutes | Enforces minimum downtime between consecutive shift assignments. |
| Work Limit | Restricts maximum work hours or shift counts per day, week, or month. |
Create a Scheduling Rule
Create a Match Territory rule and any other scheduling rules that you want.
-
From Setup, in the Quick Find box, enter
Workforce Engagement Management, select Scheduling, and then select Rules. - Click New.
- Name your scheduling rule and add a description.
- Select the rule type. If the rule uses a scheduling constraint, select the constraint. To add a custom constraint, use the Object Manager and add a custom field on the Scheduling Constraint object.
- Click Save. Or to save and add more rules, click Save and New.
Shift scheduling tools, including Get Candidates, Batch Assign, and Mass Shift Update, then check your rules when matching candidates to shifts. When the scheduling logic looks for candidates to assign to shifts, it considers only candidates that pass all of the rules.
To limit the number of hours that a worker can work each day, create a rule of type Work Limit. Your rule can check a scheduling constraint on a service resource or service territory to see if the worker has reached the limit for assigned shift hours in a single day.
