Business rules - the requirements set out in the system for scheduling work


When creating a new Rule, you must fill in the Rule name and select an activity.


Only the main rules are edited on the web page


If there is a need to change the scheduling and there is no configurable parameter in the system, we recommend contacting the WORKOFO administrators to discuss the need


Rules are divided into two groups:


Group I: business rule applicable to all groups and points in the organisation

Group II: business rule applies to one (or more) selected point/group


Only the Head of the organisation and the WORKOFO system administrator can create an organisation-wide business rule


The display of rules in the system depends on the managed groups and the selected (organisation/group level)



The rules in the system are divided into 8 different types


Structure of the rules:

  • All rules have parameters like:
  • Rule name (to identify the rule to the user)
  • Effective date (from when the rule is to be applied for scheduling purposes)
  • Expiry (until when the rule is to be applied in scheduling)
  • Organisation/group (rule applies to a specific group or at the level of the whole organisation)


Additional filters may be applied to the rule (e.g. the rule is valid only on weekdays)

Different rule types have different parameters and filters:


Rule typeSpecific rule parametersApplicable filters (as needed)
Number of employees at work
  • Minimum number of employees
  • Maximum number of employees
  • Minimum number of employees during a lunch break
  • Part of the day
  • Part of the month
  • Part of the week
  • Special day
  • Location
  • Skill
  • Activity
Restriction on shift duration
  • Longest shift duration
  • Shortest shift duration
  • Part of the month
  • Day of the week
  • Special day
  • Location
  • Activity
  • Job position
  • Employee
An employee cannot work aloneN/A
  • Part of the month
  • Day of the week
  • Special day
  • Location
  • Activity
  • Job position
  • Employee
Restrictions on inconvenient shifts
  • Shift type subject to the rule
  • Minimum number of inconvenient shifts per employee
  • Maximum number of inconvenient shifts per employee
  • Preferred maximum number of inconvenient shifts per employee 
  • Break till the following shift
  • Maximumnumber of inconvenient shifts planned in a row
  • Part of the month
  • Day of the week
  • Special day
  • Location
  • Activity
  • Job position
  • Employee
Additional tasks
  • Number of hours necessary to complete a task
  • Part of the day
  • Activity
  • Part of the month
  • Day of the week
  • Special day
  • Location
  • Skill
Workload changes during incidents
  • Reason behind a workload change
  • Workload change in percent or hours 
  • Part of the day
  • Part of the month
  • Day of the week
  • Location
Changes in working hours
  • Work starts earlier or later
  • Work ends earlier or later
  • Part of the month
  • Day of the week
  • Special day
  • Location
  • Activity
Work speed--


Related articles:

How do business rule filters function?

How do I set the mandatory number of employees at work?

How do I set the maximum number of employees at work ?

How do I set the longest and the shortest shift duration?

How do I plan that new employees do not work alone?

How do I fairly distribute undesirable shifts?

How do I plan additional tasks?

How do I complete information on accidents that affected the workload?

How do I mark that employees end/ start work after/ before the set working hours?