Schedule Validation 2.0
Updated
by
Daniel Sjögren
With Schedule Validation 2.0, Quinyx helps ensure compliance by automatically checking shift details against agreement and unit settings. These validations take place any time an existing shift is being edited, deleted, a new shift is added, or when a base schedule is being rolled out - be it in the Notifications panel or directly in the schedule.
Activating Schedule Validation 2.0
To activate Schedule Validation 2.0 Beta, navigate to Account settings > Compliance > Schedule compliance rules > turn on the toggle for Use new schedule compliance validation.
Severity of Schedule validations
Every scheduling validation rule has a severity level, determining how strictly the system enforces it.
- Hard Stop: A strict rule that prevents scheduling if violated.
- Warning: A flexible rule that notifies users of a violation but allows them to proceed.
Using severity levels, organizations can balance compliance with flexibility, ensuring critical rules are enforced while allowing exceptions where needed.
The two severity levels are represented by distinct icons and organized into separate sections within the scheduling process, helping planners easily understand and adhere to the configured rules.
New rule configuration page
To customize scheduling support, users with Account Settings access can use the configuration page for Schedule compliance rules, accessible via: Account settings > Compliance > Schedule compliance rules.
This page allows users to access configured Rule sets:
- Overview rule sets: This page lists all created rule sets with their name, Amount of active rules in the set, agreement templates affected, and possible actions.
- Edit rule sets: Adjust an existing rule set, including the default rule set.
- Create new rule set: Create and add a new Rule set from scratch.
- Archive/unarchive a Rule set: As an action, you can archive a rule set from this view or adjust the view to show archived rule sets and then unarchive it.
- Archiving a rule set means it will no longer enforce validations. Any agreement templates linked to it will default to the default rule set.
- Archiving the default rule set is not possible.
Create a new or edit an existing rule set
Whether you want to create or edit an existing rule set, the process is similar except for step 1-3. To create a new rule set follow these steps:
- Click Add new to initiate the process of rule set creation.
- Fill in Rule set name and select agreement templates that should be affected.
- If you save the rule set with agreement templates linked but do not add any rules there will be no validations made for employees with those agreement templates - if you are risking scheduling in the moment of creation wait with adding agreement templates until you have added necessary rules. You will be able to add or remove agreement templates later in the process too.
- Click Save to continue.
- Saving brings you to the settings page of the rule set, when first creating a rule set and viewing this page, only General information will be populated with information from the previous step.
- To start adding rules, press the + (plus-sign) shown in the Rules window.
- When adding a rule, you are presented with two selection fields; The first one allows you to Filter by rule category and thereby limit the number of rules shown in the following field where rules from that category will be displayed.
The available rule categories include Break, Working Time, Availability, General, and Rest Rules.
- Once a rule is selected, give it a Rule name and set Severity. The name is mandatory and needs to be unique in every rule set. The severity decides how strict enforcement the system will apply.
Once you have added all your rules it will be ready to be used.
Default setup
By default, the system will apply Quinyx’s pre-defined rule set called “Default rule set” with schedule validations and their corresponding severities. This rule set cannot be archived or deleted and will apply to all agreements without a link to a customer-created Rule set. The rules in the default rule set can be adjusted as needed.
Concepts
In Schedule validation you will encounter a few concepts which is described in the table below:
Concept | Description |
Rule | A rule defines a condition that will be validated during the scheduling process, such as ensuring a minimum break duration. |
Rule category | Each rule belongs to a category that helps group similar rules based on their area of relevance. |
Rule set | A rule set is a collection of rules that together form the scheduling regulatory settings applied to one or multiple agreement templates. |
Default rule set | A predefined rule set that applies to all agreement templates that do not have a specific rule set linked to them. This cannot be archived. |
