Rule structure:


All rules have the following parameters:

  • Name of the rule (for the user to identify the rule)
  • Start of the validity period (the date when the application of the rule shall start when planning schedules)
  • End of validity (the date till which the rule shall apply when planning schedules)
  • Organisation/ group (the rule shall apply for a specific group or at the organisation level)


Rules may be subject to additional filters (for example, a rule shall apply on working days only)


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 alone
N/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


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?