Self-Scheduling Rotation Using Condition Builder

You can now define worker groups and configure the rotation schedules within the overall scheduling period.

This feature gives workers greater control over their schedules while letting scheduling administrators ensure that shifts are assigned fairly and efficiently.

Steps to Enable

Use the My Client Groups > Scheduler Generation Profiles quick action.

1. On the schedule generation profile, Schedule Plan tab, set the start and end dates for the self-scheduling window.
2. Enable self-scheduling rotations.
3. Specify whether the rotation type is Static or Dynamic.
4. Add the rotations and the eligibility conditions for each rotation.
   • Conditions can use attributes from worker assignments, such as location, department, job, grade, and position attributes.
5. Make sure that each window opens on or within the self-scheduling window.
6. Optionally set a last rotation for all remaining eligible workers.

Sample Scheduling Windows Configuration that Includes Self-Scheduling Rotations

Tips And Considerations

• If self-scheduling rotation is set to Static, groups are allowed to self-schedule in the same order each scheduling period.
• If self-scheduling rotation is set to Dynamic, groups rotate their order of access. The first schedule period starts at the top of the rotation groups. After each scheduling period, the order adjusts, with the first group moving to the last position. This cycle repeats until all groups have scheduled first, then the rotation restarts with the top group. The schedule generation profile doesn't update to reflect the changes in order. And the final rotation for remaining workers is always static.
• If a scheduling administrator makes changes to when the rotation window opens and rules other than Last rotation for all remaining workers, the dynamic rotation is reset and the rotation starts with the top group.

Here's an example schedule generation window with a self-scheduling window and rotations:

Cycle in Weeks	Schedule Generation Window		Self-Scheduling Window		Self-Scheduling Rotations
	Open	Close	Open	Close
2	35	7	28	14	28 days, Group A 25 days, Group B 22 days, Group C 19 days, all remaining workers

Here's how that example applies when rotations are static:

Cycle in Weeks	Schedule Generation Window		Self-Scheduling Window		Self-Scheduling Rotations
	Open	Close	Open	Close
27-May to 9-Jun	22-Apr	19-May	29-Apr	12-may	Start self-scheduling on 29-Apr for Group A Start self-scheduling on 2-May for Group B Start self-scheduling on 5-May for Group C Start self-scheduling on 8-May for all workers
10-Jun to 23-Jun	6-May	2-Jun	13-May	26-May	Start self-scheduling on 13-May for Group A Start self-scheduling on 16-May for Group B Start self-scheduling on 19-May for Group C Start self-scheduling on 22-May for all workers

Here's how that example applies when rotations are dynamic:

Cycle in Weeks	Schedule Generation Window		Self-Scheduling Window		Self-Scheduling Rotations
	Open	Close	Open	Close
27-May to 9-Jun	22-Apr	19-May	29-Apr	12-may	Start self-scheduling on 29-Apr for Group A Start self-scheduling on 2-May for Group B Start self-scheduling on 5-May for Group C Start self-scheduling on 8-May for all workers
10-Jun to 23-Jun	6-May	2-Jun	13-May	26-May	Start self-scheduling on 13-May for Group B Start self-scheduling on 16-May for Group C Start self-scheduling on 19-May for Group A Start self-scheduling on 22-May for all workers