Schedule Overlap Assignment

The Schedule Overlap assignment determines the minimum number of minutes that must elapse between the end time of one employee schedule or class and the beginning time of another employee schedule or class. This is to allow adequate “rest” time between scheduled activities.

The number of minutes required can be different for Core and for Need-based schedules, and between classes and work schedules. This is to allow the creation of back-to-back core schedules for an employee.

Steps to Create a Schedule Overlap Assignment

The following summarizes the steps to create a Schedule Overlap assignment. The steps are described in more detail below.

Step 1: Create a new Assignment Code

1. Set up the Assignment Code General tab

2. Set up the Assignment Codes Parameters tab

3. Select the Qualification Criteria

Step 2: Add the Schedule Overlap validation to the Selection Styles

Step 1A: Set up the Assignment Code General Screen

1. Go to Configuration > Assignments > Assignment Code.

2. Click on the Add button in the left pane to enter a new record.

3. Enter the date this Assignment Code will be effective.

4. Select the Standard option from the Assignment Source Classification field.

5. In the Assignment Source Code field, select SchedOverlap from the field look up values.

6. Enter a Code and Description to identify this assignment record.

7. Click on the Save button at the bottom of the page to save the record.

Step 1B: Set up the Assignment Codes Parameters tab

To set up the Assignment Code parameters, complete the following steps. If the record is already open, skip to step 3

1. Go to Configuration > Assignments > Assignment Code.

2. Search for the record to be set up by entering SchedOverlap in the Assignment Source Code field.

3. Click on the Add button in the left pane to enter a new record.

4. Select the Parameters tab.

5. In the Schedule Standard Integer 1 field, enter the minimum number of minutes that must elapse between a productive schedule and a productive schedule (when scheduled during a core schedule pass).

6. In the Schedule Standard Integer 2 field, enter the minimum number of minutes that must elapse between an education class and a productive schedule (when scheduled during a core schedule pass).

7. In the Schedule Standard Integer 3 field, enter the minimum number of minutes that must elapse between an education class and a productive schedule (when scheduled during a need-based schedule pass).

8. In the Schedule Standard Integer 4 field, enter the minimum number of minutes that must elapse between a productive schedule and a productive schedule (when scheduled during a need-based schedule pass).

9. In the Schedule Standard Integer 5 field, enter the minimum number of minutes that must elapse between a non-productive schedule and a non-productive schedule (when scheduled during a core schedule pass).

10. In the Schedule Standard Integer 6 field, enter the minimum number of minutes that must elapse between a non-productive schedule and a non-productive schedule (when scheduled during a core schedule pass).

11. In the Schedule Standard Integer 7 field, enter the minimum number of minutes that must elapse between a productive schedule and a non-productive schedule (when scheduled during a need-based schedule pass).

12. In the Schedule Standard Integer 8 field, enter the minimum number of minutes that must elapse between a non-productive schedule and a non-productive schedule (when scheduled during a need-based schedule pass).

13. In the Schedule Standard Integer 9 field, enter the minimum number of minutes that must elapse between a non-productive schedule and an education class (when scheduled during a core schedule pass).

14. In the Schedule Standard Integer 10 field, enter the minimum number of minutes that must elapse between a non-productive schedule and an education class (when scheduled during a need-based schedule pass).

Step 1C: Select the Qualification Criteria

1. Click on the Criteria section button in the left pane to open a screen to indicate the employees who should be given this assignment.

2. Click on the Add button in the left pane.

3. Enter the Effective Date, a Code and a Description to identify this qualification record.

4. Enter the criteria options to identify employees who should be given this assignment.

   Note  

   The criteria options that are available on this screen are selected on Assignment Source > Assignment Determination for SchedOverlap. Additional selection criteria can be added to that record, and then will be available on the Criteria screen.

5. Click on Save to save the record.

6. To add additional groups of employees to this assignment, click on the Add button again and enter the qualification criteria. The groups awarded to this assignment are displayed on cards in the right pane.

Step 2: Add the Schedule Overlap Validation to the Selection Styles

The Schedule Overlap rule must be selected as one of the validations in the selection style for this rule to work.

1. From Configuration > Scheduling, select the Selection Styles page.

2. Open the selection style being used with the automatic scheduling process and/or manual process.

3. Open a scheduling pass.

4. Point the cursor to the Schedule Overlap rule in the Available Rules column. Drag the rule to the Selected Rules column.

5. Repeat steps 3-4 for each pass to be validated.

6. Click on the Save button at the bottom of the screen to save the record.