Schedule compliance rules for Auto Assign
Updated
by
Daniel Sjögren
This article details the rules related to Auto Assign available when configuring Schedule compliance.
- Rule ID: The ID no. for the specific schedule compliance rule in Auto Assign algorithms
- Rule name (AA): The name of the rule in Auto Assign
- Rule type (Quinyx):
- Rule name (Quinyx): The name of the rule in Quinyx
- Category: The rule category of the compliance rule
- Schedule compliance: Details whether the rule is available/unavailable in Schedule compliance settings.
- Agreement configuration: Details whether the rule is configurable via Agreement templates/Agreements.
- Custom configuration: Details whether the rule is available for custom configuration
- Shift filter type: Details whether the rule is optional/mandatory for shift type filters.
Color codes:
- Gray: Used for rule categories
- Green: Shows where a rule is available for configuration
- Red: Shows where a rule is unavailable for configuration
- Blue: Shows optional configurability
- Orange: Shows mandatory configurability (where applicable)
Rule ID (Auto Assign/AA) | Rule name (AA) | Rule type (Quinyx) | Rule name (Quinyx) | Category | Schedule compliance | Agreement configuration | Custom configuration | Shift type filter |
0 | No Overlapping Shifts | no_overlapping_shifts | No overlapping shifts | AVAILABILITY | Available | Available | Unavailable | Optional |
1 | Assigning Shifts Penalty | shift_assignment | - | - | - | - | - | - |
2 | Contract Hours | max_contract_hours | Nominal hours can't be exceeded | WORKING TIME | Available | Available | Available | Mandatory |
3 | Maximum Consecutive Working Days | max_consecutive_working_days | Max consecutive working days | WORKING TIME | Available | Available | Available | Optional |
4 | Minimum Consecutive Resting Days | min_consecutive_days_of_rest | Min consecutive days of rest | REST | Available | Unavailable | Available | Optional |
6 | Minimum Resting Time per Period and Step | min_rest_time_day | Min consecutive rest between shifts | REST | Available | Available | Available | Optional |
6 | Minimum Resting Time per Period and Step | min_rest_time_week | Min consecutive rest per week | REST | Available | Available | Available | Optional |
8 | Earliest Shift Start time | earliest_shift_start | Earliest shift start | AVAILABILITY | Available | Unavailable | Available | Optional |
9 | Latest Shift End time | latest_shift_end | Latest shift end | AVAILABILITY | Available | Unavailable | Available | Optional |
10 | Maximum Shift Length | max_shift_length | Max shift length | WORKING TIME | Available | Unavailable | Available | Optional |
11 | Minimum Shift Length | min_shift_length | Min shift length | WORKING TIME | Available | Available | Available | Optional |
12 | Maximum Employees per Day | max_employees_per_day | Max employees per day | GENERAL | Unavailable | Unavailable | Available | Optional |
13 | Maximum Minutes per Period | max_minutes_per_period | Max hours per day | WORKING TIME | Available | Available | Available | Optional |
14 | Minimum Minutes per Pay Period | min_contract_hours | Nominal hours should be reached | WORKING TIME | Unavailable | Available | Available | Optional |
16 | Minimum Break Length after Maximum Worked Hours | shift_break_correct_timing_and_length | Exceeding working time without break | BREAK | Available | Available | Available | Optional |
17 | Shift Type Preference Bonus | assign_preferred_shift_types | Assign preferred shift types | GENERAL | Unavailable | Unavailable | Unavailable | Optional |
18 | Weekend Block | max_working_weekends_per_period | Max working weekends per period | WORKING TIME | Available | Available | Available | Optional |
20 | Shift Preference Bonus | preferred_working_time | Preferred working time | FAIRNESS | Unavailable | Unavailable | Unavailable | Optional |
21 | Equal Relative Contract Fulfillment | equal_relative_contract_fulfillment | Equal relative contract fulfillment | FAIRNESS | Unavailable | Available | Available | Optional |
22 | Equal Shift Type Distribution | equal_distribution_of_shifts_of_type_per_period | Equal distribution of shifts of type per period | SHIFT TYPE | Unavailable | Unavailable | Available | Mandatory |
25 | Maximum Working Time | max_working_time | Max hours per week | WORKING TIME | Available | Available | Available | Optional |
25 | Maximum Working Time | max_working_time_per_custom_period | Max hours per period | WORKING TIME | Available | Available | Available | Optional |
27 | Penalty for minimum consecutive working days | min_consecutive_days_of_work | Min consecutive days of work | WORKING TIME | Unavailable | Unavailable | Available | Optional |
29 | Maximum number of shift type in period | max_shifts_of_type_per_period | Max shifts of type per period | SHIFT TYPE | Unavailable | Unavailable | Available | Mandatory |
30 | Maximum Working Days or Shifts per Shifting Period | max_workdays_per_period | Max workdays per period | WORKING TIME | Available | Available | Available | Optional |
33 | Equal Start Times on Sequential Days | equal_start_time_sequential_days | Equal start time for sequential shifts | GENERAL | Unavailable | Unavailable | Available | Optional |
35 | Same Starting Time Bonus | equal_start_time_sequential_days_bonus | Bonus for equal start time for sequential shifts | GENERAL | Unavailable | Unavailable | Available | Optional |
38 | Desired shift type before day off | shift_type_before_day_off | Desired shift type before a day off | SHIFT TYPE | Unavailable | Unavailable | Unavailable | Mandatory |
39 | Desired shift type after day off | shift_type_after_day_off | Desired shift type after a day off | SHIFT TYPE | Unavailable | Unavailable | Unavailable | Mandatory |
45 | Minimum rest after series shifts of type | min_rest_after_set_of_shifts_of_type | Min rest after a set of shifts of type in a row | SHIFT TYPE | Unavailable | Unavailable | Available | Mandatory |
46 | Minimum break time for shifts of length | min_break_duration | Min break duration | BREAK | Available | Available | Available | Optional |
58 | Work both weekend days | connected_weekends | Work both weekend days or none | WORKING TIME | Unavailable | Unavailable | Unavailable | Optional |
59 | Penalty for preference not to work | preference_off_time_penalty | Respect time off preferences | GENERAL | Unavailable | Unavailable | Unavailable | Optional |
64 | Minimum number of shift type in period | min_shifts_of_type_per_period | Min shifts of type per period | SHIFT TYPE | Unavailable | Unavailable | Available | Mandatory |
66 | Maximum number of unique shift types per period | max_shift_types_per_period | Max shift types per period | SHIFT TYPE | Unavailable | Unavailable | Available | Mandatory |
69 | Minimum working hours per day | min_hours_per_day | Minimum hours per day | WORKING TIME | Unavailable | Unavailable | Available | Optional |
70 | Minimum Working Time | min_hours_per_period | Min hours per period | WORKING TIME | Unavailable | Available | Available | Optional |
71 | Minimum consecutive rest days after maximum consecutive working days | minimum_rest_days_after_max_worked_days | Min days off after working a set of days in a row | REST | Available | Available | Available | Optional |
73 | Maximum (total) break duration for shifts of length | max_break_duration | Max break duration | BREAK | Available | Available | Available | Optional |
74 | Minimum or maximum amount hours a subset of users must work | min_hours_per_employee_group_per_period | Min hours per set of employees per period | WORKING TIME | Unavailable | Unavailable | Available | Optional |
74 | Minimum or maximum amount hours a subset of users must work | max_hours_per_employee_group_per_period | Max hours per set of employees per period | WORKING TIME | Unavailable | Unavailable | Available | Optional |
74 | Minimum or maximum amount hours a subset of users must work | min_shifts_per_employee_group_per_period | Min shifts per set of employees per period | WORKING TIME | Unavailable | Unavailable | Available | Optional |
74 | Minimum or maximum amount hours a subset of users must work | max_shifts_per_employee_group_per_period | Max shifts per set of employees per period | WORKING TIME | Unavailable | Unavailable | Available | Optional |
75 | Do not assign shift of shift type x days ago | not_same_shift_type_x_days_ago | Not same shift type after X days | SHIFT TYPE | Unavailable | Unavailable | Available | Mandatory |
76 | Rotate shifts of a type over employees | rotate_shifts_of_type | Rotate shifts of type among employees | SHIFT TYPE | Unavailable | Unavailable | Available | Mandatory |
77 | Balance Period Hours | max_balance_hours | Balance period hours can't be exceeded | WORKING TIME | Unavailable | Unavailable | Unavailable | Optional |
78 | Employee is Available for Shift | employee_available | Employee unavailable | AVAILABILITY | Available | Unavailable | Unavailable | Optional |
80 | Employee Skills | employee_has_required_skills | Employee skill is missing | AVAILABILITY | Available | Unavailable | Unavailable | Optional |
82 | Max Breaks Per Shift | max_breaks_per_shift | Max breaks per shift | BREAK | Available | Unavailable | Available | Optional |
83 | Schedule Lock Period | late_schedule_change | Late schedule change | AVAILABILITY | Available | Available | Available | Optional |
84 | Maximum Work Days with more than X Working Hours in Period | max_days_exceeding_max_hours_in_period | Max workdays over X hours | WORKING TIME | Available | Available | Available | Optional |
88 | Minimum average weekly consecutive rest per period | minimum_average_rest_per_period | Min average weekly rest | REST | Available | Unavailable | Available | Optional |
89 | Double break requirement | double_break_requirement | Double break requirement | BREAK | Available | Unavailable | Available | Optional |
90 | Penalizing not assigning a shift to the preferred employee | assign_shift_to_preferred_employee | Respect preferred user for shift | GENERAL | Available | Unavailable | Unavailable | Optional |
91 | split_rest_days_per_period | Split days off per week | REST | Available | Unavailable | Available | Optional | |
92 | consecutive_rest_days_per_period | Consecutive days off per weeks | REST | Available | Unavailable | Available | Optional | |
93 | minimum_weekends_off_per_period | Minimum weekends off per period | REST | Available | Unavailable | Available | Optional |
