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It explains how employees qualify for assignments via criteria in the Assignment screen, how standard assignment types (Combination of Shifts, Maximum Work Stretch, Schedule Overlap, Scheduled Hours, Shift Equity, Holiday Staffing, Weekend Staffing) are validated through selection styles, and how assignment codes, priority dates/days, and configuration indicators drive assignment outcomes. 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Qualification determines which assignment type applies to the employee.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How is assignment validation controlled?",{"text":113,"@type":109},"Assignments are validated only when they are included in the selection style assigned to the process. Runs that use needs-based scheduling include only assignment rules selected for that selection style.",{"name":115,"@type":106,"acceptedAnswer":116},"What happens if an employee qualifies for more than one assignment?",{"text":117,"@type":109},"The order of the qualification criteria on the Assignment Determination list determines the assignment. If job class is the highest-priority qualification, the job-class-qualified assignment code is selected.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},392482,1791747740,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":20,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},2336477974920,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Creating Scheduling Assignments  \nStaffing and Scheduling 2021.2  \nNovember 2021 Revision: 1  \nStaffing and Scheduling Creating Scheduling Assignments  \nCONFIDENTIAL MATERIAL  \nThe information contained in this document, and in any related attachments or documents, may contain confidential and/or privileged material and is intended only for current licensed clients of symplr products. Any reproduction, review, retransmission, dissemination, or other use of, or taking of any action in reliance upon, this information by persons or entities other than by the intended recipient is prohibited. If you are an unintended recipient of this document, or are in possession of this document by mistake, please destroy this document in its entirety or contact us at (866) 373-9725.  \n© 2021 symplr. All rights reserved. Page 2 of 149  \nStaffing and Scheduling Creating Scheduling Assignments  \nContents  \nChange Log  5  \nScheduling Assignments  6  \nScheduling Assignments Common Configuration Screens  6  \nAssignment Source  8  \nAssignment Codes  8  \nSelection Style Qualification Rules  10  \nStaffing Configuration-Priority Dates  10  \nStaffing Configuration-Priority Days  11  \nDefault Selection Style  12  \nEmployee Record Configuration  12  \nCombination of Shifts Assignment  13  \nSteps to Create a Combination of Shifts Assignment  13  \nMaximum Work Stretch Assignment  18  \nSteps to Create a Maximum Work Stretch Assignment  18  \nMinimum Staffing and Employee Schedule Validation  21  \nAbout Minimum Staffing Rules  22  \nAbout Employee Schedule Validation  23  \nSetting Up Minimum Staffing Rules  23  \nSet the Activity Code Indicators  23  \nSet the Pay Code Indicators  25  \nConfigure the Assignment Codes  26  \nMinimum Days Off  28  \nMinimum Scheduled Hours  28  \nMinimum Shift Equity  32  \nMinimum Weekends  34  \nCreate a Selection Style  39  \nUpdate the Staffing Configuration  40  \nWorking with Employee Schedule Validations  40  \nSchedule Screen  40  \nEmployee Current Schedule and Self Schedule Screens  44  \nEmployee Monthly View Screen  44  \nSchedule Overlap Assignment  45  \nSteps to Create a Schedule Overlap Assignment  45  \nScheduled Hours Assignment  47  \nSteps for Creating a Scheduled Hours Assignment  48  \nShift Equity Assignment  53  \nSteps for Creating a Shift Equity Assignment  53  \nHoliday Staffing Assignments  55  \nAdjusting the Staffing Plan/Core Staffing Plan for Holidays  57  \nEvery Other Holiday Assignment  59  \n© 2021 symplr. All rights reserved. Page 3 of 149  \nStaffing and Scheduling Creating Scheduling Assignments  \nEvery Other Major/Minor Holiday Assignment  68  \nEvery Other Same Holiday  76  \nX out ofY Holiday Assignment  81  \nHoliday Rotations Assignment Configuration  88  \nHolidays Not Tracked Assignment  95  \nMaximum Holidays Assignment Configuration  98  \nNo Holidays Worked  103  \nAdditional Needs-Based Scheduling Set Up  109  \nStaffing Configuration-Priority Dates  117  \nWeekend Staffing Assignments  126  \nEvery Other Weekend Assignment  127  \nX out ofY Weekends  132  \nNo Weekends Worked  136  \nWeekends Not Tracked  139  \nAdditional Needs-Based Scheduling Set Up  142  \nAdd Need-Based Schedule Authorization to Activity Codes  145  \n© 2021 symplr. All rights reserved. Page 4 of 149  \nStaffing and Scheduling Creating Scheduling Assignments  \nChange Log  \n2021.2-released November 2021  \n\n| Topic | Description |\n| --- | --- |\n| Document | Branding updates; no content changes |\n\n© 2021 symplr. All rights reserved. Page 5 of 149  \nStaffing and Scheduling Creating Scheduling Assignments  \nScheduling Assignments  \nStaffing and Scheduling uses assignment screens to determine which scheduling rules apply to each employee. The Standard assignments of Combination of Shifts, Maximum Work Stretch, Schedule Overlap, Scheduled Hours, Shift Equity, Holiday Staffing and Weekend Staffing are discussed in this document.  \nl To qualify for an assignment, employees must meet each of the criteria set up in the Criteria section on the Assignment screen.","cbCaik1S59hAcyhE","https://ap.wps.com/l/cbCaik1S59hAcyhE","pdf",2702122,149,"English","# Change Log\n# Scheduling Assignments\n# Scheduling Assignments Common Configuration Screens\n## Assignment Source\n## Assignment Codes\n## Selection Style Qualification Rules\n## Staffing Configuration-Priority Dates\n## Staffing Configuration-Priority Days\n## Default Selection Style\n## Employee Record Configuration\n## Combination of Shifts Assignment\n## Steps to Create a Combination of Shifts Assignment\n## Maximum Work Stretch Assignment\n## Steps to Create a Maximum Work Stretch Assignment\n## Minimum Staffing and Employee Schedule Validation\n## Setting Up Minimum Staffing Rules\n## Minimum Days Off\n## Minimum Scheduled Hours\n## Minimum Shift Equity\n## Minimum Weekends\n## Create a Selection Style\n## Update the Staffing Configuration\n## Working with Employee Schedule Validations\n## Schedule Screen\n## Employee Current Schedule and Self Schedule Screens\n## Employee Monthly View Screen\n## Schedule Overlap Assignment\n## Steps to Create a Schedule Overlap Assignment\n## Scheduled Hours Assignment\n## Steps for Creating a Scheduled Hours Assignment\n## Shift Equity Assignment\n## Steps for Creating a Shift Equity Assignment\n## Holiday Staffing Assignments\n## Weekend Staffing Assignments\n## Additional Needs-Based Scheduling Set Up","[{\"question\":\"How does an employee qualify for an assignment?\",\"answer\":\"Employees must meet the criteria configured in the Criteria section on the Assignment screen. Qualification determines which assignment type applies to the employee.\"},{\"question\":\"How is assignment validation controlled?\",\"answer\":\"Assignments are validated only when they are included in the selection style assigned to the process. Runs that use needs-based scheduling include only assignment rules selected for that selection style.\"},{\"question\":\"What happens if an employee qualifies for more than one assignment?\",\"answer\":\"The order of the qualification criteria on the Assignment Determination list determines the assignment. If job class is the highest-priority qualification, the job-class-qualified assignment code is selected.\"}]","Creating Scheduling Assignments - 2021.2 - Scheduling and Staffing | PDF",1790370247,52]