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Availability
Availability describes an employee’s ability to be scheduled or preferences for when they can or want to work. Managers can view and update employee availability to help them identify potential employees who can fill gaps in the schedule.
2:15
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Cover Requests
A cover request is a type of employee scheduling request that allows an employee to ask another employee to work their shift for them, without trading shifts.
2:15
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Life Cycle of a Schedule/Scheduling Process
Organizations might follow different processes to build and maintain employee work schedules, depending on their specific business needs.
2:22
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Schedule Engines
A schedule engine is the system tool that automates all or part of the scheduling process.
1:37
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Schedule Rule Severity Levels
When organizations use schedule rules to monitor compliance with scheduling policies and practices, each rule has a severity level that determines the rule’s importance.
1:29
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Schedule Rules, Constraints, and Violations
Schedule rules are guidelines that organizations must enforce or monitor in the schedule. They are typically determined by organizational policies; union rules; national, state, or local regulations; or regulatory board guidelines.
2:33
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Shift Patterns
A shift pattern is a collection of recurring shifts that frequently apply to one or more employees. Shift patterns can easily be assigned to employees, making it easier for managers to create schedules.
1:45
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Shift Swaps or Shift Trades
A shift swap, sometimes called a shift trade, is a scheduling action that occurs when two employees exchange their scheduled shifts.
1:12
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Shift Templates
A shift template is a collection of shift attributes, such as name, shift type, start and end times, and transfers, if application.
0:55
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Shifts
A shift is a specific span of time that an individual employee works or is scheduled to work. A shift includes start and stop times and could include any breaks.
1:25
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Skills
A skill is a specialized ability or attribute of an employee that can be tracked in the system to match the right employees with the right shifts, such as language fluency, communicate skill, and so on. Skills do not expire.
1:18
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Volume Drivers
Volume drivers are specific business drivers that can be measured and tracked in the solution. They help to forecast future business volume and labor requirements.
1:03
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