Validations in the base schedule

Updated 1 month ago by Oscar Combes

To be able to deal with shift warnings upfront when creating a shift, the Base Schedule features both preliminary and final validations. The shifts will be preliminarily validated against the employee's main agreement and against the current date. Once the shifts are rolled out in the Schedule, they are validated a second time but towards the actual date(s) they are rolled out for.

This system of dual validations is convenient in the case of, for instance, an employee having one agreement valid January 1 - July 1 and then another one July 2 - December 31. The two agreements may have different rules concerning maximum break time, max hours per day etc. In this scenario, if the Base Schedule is created and rolled out on January 1, the preliminary validations may result in a different amount of and/or other validation messages than the second validation.

Management of validations

Validations appear during rollout. The flow is as follows:

  1. Build your Base schedule
  2. Click "Roll out" in the right upper corner of your base schedule and select the period across which you want to roll out the Base schedule.
  3. While waiting for the validation process to finish, you will be redirected to the Base schedule overview. In the "Status" column, a progress bar will indicate the completion of your base schedule's rollout. Once the validation is completed and in that same column, you will be notified about whether there are any shifts that have been prevented from being rolled out. To take a closer look at these shifts, click the base schedule in question. Your base schedule will now appear with validations in the side panel. The validations in question can also be found under the clock icon:
  1. The validations in the side panel are grouped by employee and shift. You can decide to take action on any of the below selections of validations:
    1. all validations in the base schedule
    2. all validations per employee
    3. all validations per individual shift.

In most cases you will have three options, and the options are indicated with icons:

The options are as follows, from left to right in the picture above:

  1. Accept the warning and roll out the shift(s).
  2. Don't roll out the shift(s).
  3. Roll out the shift(s), but unassign.

Once you've made your selection, you need to click "Roll out" at the bottom of the side panel to roll out the shift(s) in question. This also means that your current warnings won't be updated until you roll out anew - we will improve that logic later this year though.

Note: You must clear all warnings before you can make any changes to the base schedule.
Note: You can leave the warnings, and come back later and clear them. They can be found by clicking the clock icon.

Validation messages

The below list contains all validation messages presently available in Neo.

Validation message
Description

Shift break time exceeds the maximum allowed

Total time of the break(s) exceeds the maximum allowed as per defined in agreement/agreement template.

Employee does not have a role

You've rolled out the base schedule over a period which is prior to the employee's start date, agreement start date or role start date. Alternatively, you've rolled out the base schedule over a period which is after to the employee's end date, agreement end date or role end date. Note that Quinyx will require you to either delete or unassign the shift.

The employee has no valid agreement

There is no valid agreement for the employee on the selected date.

Employee not available

Employee not available as per defined in the agreement/agreement template.

Employment ended

Employee is not set to "employed" in "People" < "Employee details" < "Status" or on the staff card in Classic.

Employee’s nominal hours have been exceeded

The employee's nominal hours have been exceeded. This is currently shown on the shift causing the nominal hours to be exceeded as well as on all subsequent shifts, but this behaviour will be improved.

Overlapping shift

Two or more shifts are overlapping.

Employee missing skill(s)

Employee is missing one or more skills that have been defined as required for this shift type in shift type settings.

Max hours per day

Employee scheduled more hours per day than allowed as defined in agreement/agreement template.

Minimum weekly rest requirement not met

Employee scheduled more hours per week than allowed as defined in agreement/agreement template.

Break does not fulfil the minimum duration

Break is too short as per defined in the agreement/agreement template.

Shift length is less than minimum shift length

The shift is shorter than allowed as per defined in agreement/agreement template

Exceeding working time without break

Maximum working hours without break exceeded as per defined in agreement/agreement template.

Scheduled maximum consecutive days in a row

The employee has been scheduled more than the maximum consecutive days in a row as defined in the agreement/agreement template.

The shift has been scheduled on a bank holiday

The employee has been scheduled on a date that has been configured as a bank holiday in Classic, either in "Time" < "UT/Overtime/Bank Holidays" or in "Bank Holidays" on the agreement. Note: In order for this validation to occur, ensure "Schedule bank holidays" is unticked in "Rules for hours" on the agreement/agreement template.

Rollout failed

Some shifts occasionally are not rolled out properly. We're continuously working on resolving this issue. When this happens, we recommend you accept the warning and roll out your base schedule again over the same period of time to see if the shift(s) still fail to rollout. If the shift(s) still fail after a few rollouts, please contact Support.

If you get a validation message upon rolling out, such as "The employee has no valid agreement" and then go to "People" to give that employee an active agreement, you will still need to delete or unassign the shifts you tried to roll out for that employee. You can then, however, roll out you base schedule anew and the shifts for said employee will be rolled out. Rest assured this is a workaround we want to improve long term.


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