Organization

When creating work patterns from the Work Administration module, this is a read-only field that displays the organization for which the work pattern is created (the selected organization).

NOTE: This field only appears when creating work patterns from the Work Administration module, under Work Rules.

Campaign

When creating work pattern exceptions from the Forecasting and Scheduling module, this is a read-only field that displays the campaign for which the work pattern is created.

NOTE: This field only appears when creating work patterns from the Forecasting and Scheduling module, under Work Rules.

Name

Defines the name of the work pattern.

For example: FT 9 hr; PT Flex No Weekend; FT 8-hr w/ResearchDays

Description

Optional: Describes the work pattern.

For example: Full-time 9-hour shifts with no weekends and 1 research day.

Consistency Tolerance

Defines the time variation allowed between start times of the shifts, within which the system tolerates the difference between the start times.

For example:

• If Consistency Tolerance is set to 0, start times of shifts must be identical. The system does not tolerate any variance between the start times.

• If Consistency Tolerance is set to 15, shifts can start within 15 minutes of one another. The system is tolerant of inconsistent start times of up to 15 minutes.

  In this example, shifts that start at 8:00, 8:05, 8:10 and 8:15 are all within a 15-minute consistency tolerance.

  If the shifts start at 7:45, 8:00, and 8:15, they are outside the consistency tolerance. The greatest difference between shifts (7:45 and 8:15) is greater than 15 minutes.

Employee Type

Defines the type of employee assigned to the work pattern.

Values include: 10-4, Contract, Full-time, Part-time, Seasonal, Supervisor.

Work Pattern Type

Defines the type and duration of the work pattern.

Values include: Week, 28 Day Month, 29 Day Month, 30 Day Month, or 31 Day Month.

Note: This field only appears if you have the Monthly Forecast and Rules license. If you do not have this license enabled, the work pattern is defined for a week only.

Work Days / Consistency

Possible Days Off

Specifies the days that could be scheduled as days off in the work pattern.

Note that this sets a possible or recommended work pattern - the scheduling engine determines the optimal schedule in order to meet defined service goals.

For a weekly work pattern (Work Pattern Type = Week), the days are displayed as days in a week (for example: Monday-Sunday).

For a monthly work pattern (Work Pattern Type = 28, 29, 30, or 31 Day Month), the days are displayed as numbers of days in the month (for example: 1-30).

Minimum Consecutive Days

Defines the minimum number of days in a row that are scheduled as days off in the work pattern.

Maximum Consecutive Days

Defines the maximum number of days in a row that are scheduled as days off in the work pattern.

Shift

Shift

Name of the shift added to the work pattern.

To add a shift to the work pattern, select Add, select the shifts and select Add Selected Shifts.

Possible Days Off (for the selected shift)

Specifies the days that could be scheduled as days off of the shift.

For example, you might want to set possible days off for a longer shift to be every other day, altering it with a shorter shift.

Note that this sets a possible or recommended shift pattern - the scheduling engine determines the optimal schedule in order to meet defined service goals.

For a weekly work pattern (Work Pattern Type = Week), the days are displayed as days in a week (for example: Monday-Sunday).

For a monthly work pattern (Work Pattern Type = 28, 29, 30, or 31 Day Month), the days are displayed as numbers of days in the month (for example: 1-30).

Minimum Consecutive Days

Defines the minimum number of days in a row that are scheduled as days off for the shift.

Maximum Consecutive Days

Defines the maximum number of days in a row that are scheduled as days off for the shift.

When shifts are expanded:

Consistency shift start time group

Defines the shift start time group to which the days in the work pattern belong. All days within the same group (defined by the values 1-7) will have their shifts start at the same time.

For example, you want the shift to start at the same time on Monday and Tuesday. Set these days to (group) 3. (It does not matter which group they belong to - as long as they belong to the same group.)

This specific shift is defined to start any time between 8:00 AM and 10:00 AM. Therefore, the scheduling engine can select for the shift to start any time between 8:00 AM and 10:00 AM on these days, but it must be the same start time on both of these days.

For weekly work patterns, the days in the work pattern are the days of the week (Monday-Sunday, for example).

For monthly work patterns, the days in the work pattern are the number of days in the defined monthly work pattern (28, 29, 30 or 31).

A null value (--) means that the day does not belong to any shift start time group.

Consistent Shift Events

Extends the shift start time group rule to also include consistent shift event start times (in addition to consistent shift start times). This setting only refers to the same shift events within the shift.

VTO Events

VTO Event

Name of the VTO event added to the work pattern.

Start Times

Defines the recommended start time of the VTO event for the work pattern:

• Start of Shift: VTO event should start at the beginning of the shift.

• End of Shift: VTO event should start at the end of the shift.

• Start or End: VTO event can start either at the start or end of the shift.

OT Extension

OT Extension

Name of the OT extension added to the work pattern.

Start Times

Defines the recommended start time of the OT extension for the work pattern:

• Before Shift: VTO event should start before the shift.

• After Shift: VTO event should start after the shift.

• Before or After: VTO event can start either before or after the shift.