Employee search rules allow the User to create specific rules which can be used to find the most suitable employees to fill your schedule.

In this article, we'll explore the following on Employee search rules in Schedule Xpress:

Features that use Employee search rules

Creating an Employee search rule

Applying your Employee search rule to a Schedule Xpress feature

Using Employee search rules in your Schedule

The features that use Employee search rules are:

Of the features listed above, both Autofill and Find replacement will require an Employee search rule to be created in order for them to be used.

You can locate your Employee search rules in Schedule Xpress, in Settings > Branch features > Employee search rules.

Once you're inside Employee search rules, you can create a search rule by pressing Create rule.

You'll need to create a name and description for the rule.

You can also Clone and Delete a rule.

Back to creating a building your Employee search rule.

You can default a search rule by clicking the star to the right of the name.

It will now highlight to orange to confirm it is defaulted.

Let's look at the different sections of your Employee search rule.

In the Settings section of your Employee search rule, you'll need to define whether the employees your search for are a Partial or Exact match, with relation to the search rule criteria. Here's how the two can be differentiated:

If you're using the Employee search rules for any current configurations (feature, they will also display).

Note: You cannot delete an Employee search rule if it's being used in a configuration.

Filters allows you to define specific:

If created in your system, you can define your search rule by choosing employees who fall into these categories when using your search rule to find a suitable candidate for a shift.

You can use the dropdowns above all categories to choose your desired selections.

Note: You can pick more than one selection from each category.

You can use pre-defined Requirements to make your rule more specific. Click the dropdown to pick one or more selections by ticking the checkboxes to the left. In this example, we've chosen to search for 'Meets shift qualifications' and 'No overtime caused'.

Only employees who are compatible with these two requirements will be available for selection.

Employee Sort Order allows you to define an order in which shifts are assigned to employees. Just like the other categories, you can choose more than one selection for processing shifts.

In this example, we've chosen to use Seniority. By choosing Seniority, if a group of employees meet all the prior criteria, then the shift(s) will be allocated first in order of the most senior employee first. If there's a second shift, then that will go to the second-most senior employee.

Once you've created your Employee search rule, you're going to want to use it for one of the below features:

We'll use Find replacement as an example. If you're to apply your new Employee search rule, you'll need to enter the Settings > Branch features > Find replacement.

Inside, you're able to create a filter to apply your Employee search rule. For example, if you previously created a search rule for 'Meets shift qualifications' and 'No overtime caused', then it's likely you'll want to name it something like Meets Shift Qualifications with no OT.

Press Create filter.

You'll need to give the filter a Name and Description.

You can ensure that you've chosen the correct Employee search rule for your new Find replacement filter.

If we were looking to Find replacement for a shift currently filled in your Schedule, you can checkmark the shift, and go to Schedule Tools > Find replacement. You can define the filter containing an Employee search rule, and your results of possible replacements will show.

The Employee Sort Order will show underneath each employee listed. In this example of sort order by Seniority, if an employee has been assigned a Seniority number, it will show below their name.

For more information on Employee search rules, please Contact Support now!