After you create a staff assignment policy, you must add a ruleset to it. Rulesets contain a group of rules, typically that you want applied to the same subset of employees. For example, say that a staff assignment policy determines employee order using seniority and scheduled hours. Each ordering criteria has its own ruleset, with rules that apply to them specifically attached.
To add a ruleset to a staff assignment policy:
- Go to Schedule Setup > Staff Assignment Policy and select a staff assignment policy.
- In the Rules and Qualifiers section, click the add icon (
) and then click Ruleset. - Enter a name and, optionally, a description for the ruleset.
- Click Save.