X out of Y Weekends

The employees assigned to the X out of Y Weekends assignment are available to work a maximum of weekends (X) within a series of weekends (Y), for example 1 out of 3 weekends or 3 out of 5 weekends. The values of X and Y must be set up in the parameters table of this weekend assignment.

The weekends are counted out in sets of Y weekends, starting from the date entered in the Weekend Parameter Schedule Standard Date 1 field. For example, if the value of Y is entered as 3, the system counts out sets of three weekends and will only schedule the employee one of the three weekends.

Steps to Create an X out of Y Weekend Assignment

The following summarizes the steps to create an X out of Y Weekend 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 Code, Indicator tab

  3. Set up the Assignment Code, Parameters tab

  4. Set up the Qualification Criteria

Step 2: Add the Weekend Validation to the Selection Styles

Step 3: Enter the Employee Weekend Shift Eligibility Date, if applicable

1A: Set up the Weekend Assignment Code General screen

  1. From Configuration > Assignments, select Assignment Code.

  2. Click on the Add button in the left pane to add a new Assignment Code.

  3. Enter a 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 Weekend from the field look up values.

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

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

1B: Set up the Weekend Assignment Code Indicators

  1. With the record open, select the Indicators tab.

  2. Set Weekend Assignment Code Indicator Schedule Standard 1 to Y to allow weekends to be processed using weekend rules.

  3. Set Weekend Assignment Code Indicator Schedule Standard 2 to the proper option to indicate how weekend shifts are determined.

    • If this indicator is set to H (hours in weekend), also configure the Weekend Assignment Code Indicator Schedule Standard Hour 1 parameter to indicate the minimum hours that must be in the weekend time frame to consider a shift a weekend shift.

    • If this indicator is set to P (percentage of shift in weekend), also configure the Weekend Assignment Code Parameter Schedule Standard Percent 1 parameter to indicate the minimum percentage of a shift that must be in the weekend period to consider it a weekend shift.

    • If this indicator is set to S (start time), also configure parameters Weekend Assignment Code Parameter Schedule Standard DOW 1 & 2 and Weekend Assignment Code Parameter Schedule Standard Time 1 & 2 to determine the range of a weekend.

  4. Set Weekend Assignment Code Indicator Schedule Standard 3 to N.

  5. Set Weekend Assignment Code Indicator Schedule Standard 4 to Y, to process the X out of Y Weekend Rule.

  6. If there are a maximum number of shifts that the employee can be assigned in a weekend, set the Weekend Assignment Code Indicator Schedule Standard 5 indicator value to Y. Be sure to set up the companion parameter, Weekend Assignment Code Parameter Schedule Standard Integer 4.

1C: Set up the Weekend Assignment Parameters

  1. With the assignment record open, select the Parameters tab.

  2. In the Weekend Assignment Code Parameter Schedule Standard Date 1 field, enter the date that this rotation should begin.

  3. Weekend Assignment Code Parameter Schedule Standard Date 2 is not used in this assignment, and the field can be left blank.

  4. In Weekend Assignment Code Parameter Schedule Standard DOW 1, select the day of the week that the weekend time frame begins from the menu.

  5. In Weekend Assignment Code Parameter Schedule Standard DOW 2, select the day of the week that the weekend time frame ends from the menu.

  6. In the Weekend Assignment Code Schedule Standard Hour 1 field, enter the minimum number of hours an employee schedule must overlap a weekend time frame for the schedule to be counted as a weekend schedule. This field needs to be set up if the weekend eligible shifts are tracked by hours in the weekend--Weekend Assignment Code Indicator Schedule Standard 2 is set to H.

  7. In the Weekend Assignment Code Schedule Standard Integer 1 field, enter the number of weekends that are being tracked in this rotation. For example, if the assignment is for 3 out of 5 weekends, enter the 5 in this field.

  8. In the Weekend Assignment Code Schedule Standard Integer 2 field, enter the number of weekends that must be worked in this rotation. For example, if the assignment is for 3 out of 5 weekends, enter the 3 in this field.

  9. In the Weekend Assignment Code Schedule Standard Integer 3 field, enter the minimum number of schedules that an employee must work during a weekend for a weekend obligation to be filled. For example, if 2 is entered in this field, an employee must work 2 schedules within a weekend time frame for it to count as a worked weekend.

  10. In the Weekend Assignment Code Parameter Standard Integer 4 field, enter the maximum number of schedules that an employee should be assigned during a single weekend time frame. For example, if a 2 is entered here, an employee will only be assigned two schedules within an eligible weekend time frame.

  11. In Weekend Assignment Code Parameter Schedule Standard Time 1, enter the time on the Weekend Start Day that the weekend range begins.

  12. In Weekend Assignment Code Parameter Schedule Standard Time 2, enter the time on the Weekend End Day that the weekend range ends.

  13. In the Weekend Assignment Code Parameter Schedule Standard Percent 1, enter the percentage of an employee schedule that must fall within the weekend time frame for it to be counted as as weekend schedule. This field needs to be set up if the weekend eligible shifts are tracked by hours in the weekend--Weekend Assignment Code Indicator Schedule Standard 2 is set to P.

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

1D: Select the Assignment Codes Qualification Criteria

The Criteria section is where the employees that should receive this assignment are identified. The criteria options that are available were previously selected on Assignment Source > Assignment Determination.

To configure the criteria requirements, complete the following steps:

  1. With the Assignment Code record open, click on the Criteria section button in the left pane.

  2. Click on Add to add a new record. The following screen is displayed.

  3. Enter an Effective Date, a Code and Description to identify this Criteria record.

  4. In the additional fields, enter the criteria options that identify employees who should be given this assignment.

    Note:  

    If there are criteria options that are not displayed on this screen, additional options can be added (by authorized users) through the Assignment Source > Assignment Determination button.

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

  6. To add additional groups of employees to this assignment, click on the Add button again and complete steps 3 - 5. The groups given to this assignment are displayed.

  7. Click on Save to save the record.

    Note:  

    Employees must meet all the requirements within one of the Criteria records to qualify for the assignment.

    • If employees do not qualify for any other assignment, they will automatically qualify for the All assignment, which does not have any qualification criteria. There is a default All assignment for every Assignment Source.

Step 2: Add the Weekend Validation to the Selection Styles

  1. From Configuration > Scheduling, select Selection Styles.

  2. Open the selection style being used with the automatic scheduling process.

  3. Open a scheduling pass.

  4. Point the cursor to the Weekend rule in the Available Rules column. Hold down the mouse button and 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.

Step 3: Enter the Employee Weekend Shift Eligibility Date

If an employee has a waiting period before he or she is eligible to participate in the Weekend assignment rotation, an eligibility date can be entered in the employee record. If an employee is currently eligible to participate in the weekend assignment rotation, this field can be left blank.

  1. Search for an employee record using the Employee Search.

  2. Open the employee record to General > Parameters.

  3. In the Schedule Standard Date 1 field, enter a date when the employee is eligible to start the weekend assignment. If the employee does not have a waiting period, this field can be left blank.

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