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Availability Change Requests
When employees are unable to work their assigned shifts, organizations can allow them to adjust their availability to better fit their needs, supporting both flexibility and work-life balance.
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Coverage
Coverage refers to the amount and type(s) of employees required in a specific location and time to accomplish the anticipated workload.
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Life Cycle of a Schedule/Scheduling Process
Schedules play a critical role in productivity, customer support, and employee work-life balance. With electronic scheduling, organizations can also get more value from their workforce management solution.
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On-Call
Organizations often use scheduled shifts, such as on-call and callback, to ensure critical workers are available when needed. These policies are closely related.
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Pay Types in Scheduling
Employees may sometimes be unable to work their assigned shifts or unavailable for future scheduling. In other cases, they may need to work a special type of shift.
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Schedule Engines
Organizations can use schedule engines to automatically create schedules based on their unique business needs. Depending on the solution, these tools may also be called a schedule generator, auto scheduler, or priority scheduling engine.
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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.
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Schedule Rules, Constraints, and Violations
Schedule rules are guidelines organizations enforce within employee schedules. These rules can come from company policies, union agreements, or legal regulations, and may apply to employees, locations, or the schedule itself.
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Scheduling Locations
A scheduling location is the area of an organization’s business structure where an employee is assigned to work, for example, a specific unit or department and job.
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Shift Patterns
Many employees work standard shifts that repeat over time. To simplify scheduling, organizations can assign shift patterns that define an employee's base schedule.
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Shift Swaps or Shift Trades
When employees cannot work an assigned shift, they may be able to trade it with a coworker instead of requesting time off. In the scheduling solution, this is known as a shift swap or shift trade.
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Shifts
In order to schedule employees appropriately to work, organizations use shifts. A shift is the specific start time, end time, and job for which an employee can be scheduled to work.
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