Every Other Same Holiday

The employees in the Every Other Same Holiday assignment work a specific holiday one year, then the following year they do not work this same holiday. The system checks back to the previous year for the holiday with the same Holiday Category Code, to determine employee eligibility.

• If employees worked a holiday with a matching Holiday Category Code the previous year, they are not eligible to work the holiday with the same Holiday Category Code in the current year.

• If employees did not work a holiday with a matching Holiday Category Code the previous year, they are eligible to work the holiday with the same Holiday Category Code in the current year

Steps to Create the Every Other Same Holiday Assignment

The following summarizes the steps needed to configure the Every Other Same Holiday assignment rule. Click on the links below to view the details of each step.

Step 1: Create Holiday records, if they do not already exist in the system

1. Set up the Holiday General tab

2. Set up the Holiday Indicators tab

3. Set up the Holiday Parameters tab

Step 2: Create a new Assignment Code record

1. Set up the Assignment Code General tab

2. Set up the Assignment Code Indicators tab

3. Set up the Assignment Code Parameters tab

4. Set up the Assignment Code Criteria screen

5. Set up the Assignment Code Holiday screen

Step 3: Enter the Employee Holiday Shift Eligibility Date, if applicable.

Step 4: Add the Holiday validation to the Selection Styles

Step 1A: Set up the Holiday General Tab

To enter a new holiday record, complete the following steps:

1. From Configuration > Assignments, select the Holiday icon.

2. Click on the Add button in the left pane to open a screen to add a new record.

3. Enter a Code and Description to identify this holiday code.

4. Enter the Actual Date of the holiday and the Observed Date when it is observed in the corporation.

5. Enter the Holiday Category Code. This field is used with the Every Other Same Holiday assignment to match up the same holiday between years, since there may be more than one "Holiday" record for the same holiday and they may have different names.

6. Click on the Save button at the bottom of the screen to save the record.

The Indicator and Parameter tabs are now available.

Step 1B: Set up the Holiday Indicator Tab

1. Select the Indicators tab and open the Schedule Process card by clicking on the card arrow.

2. Select the indicator option values from the drop-down listing to set the rules for this assignment.

   • For this holiday rule, Holiday Indicator Schedule Standard 1 can be left with the default setting of A, since all holidays are tracked in one rotation.

   • For this holiday rule Holiday Indicator Schedule Standard 2 can be left with the default setting of Y.

     Note  

     All holidays selected for this rule must have this value set to Y.

3. Click on the Save button at the bottom of the screen to save this record.

Step 1C: Set up the Holiday Parameter Tab

1. Select the Parameters tab and open the Schedule Process card by clicking on the card arrow.

2. Enter the parameter option values to set the start date/time and the end date/time for the holiday for this assignment.

   • In the Holiday Parameter Schedule Standard Date 1 field, enter the starting date of the holiday. The holiday time frame begins on this date on the time defined by Holiday Parameter Schedule Standard Time 1.

   • In the Holiday Parameter Schedule Standard Date 2 field, enter the ending date of the holiday. The holiday time frame ends on this date on the time defined by Holiday Parameter Schedule Standard Time 2.

   • In the Holiday Parameter Schedule Standard Time 1 enter the time the holiday begins on the starting date, defined by Holiday Parameter Schedule Standard Date 1.

   • In the Holiday Parameter Schedule Standard Time 2 enter the time the holiday ends on the ending date, defined by Holiday Parameter Schedule Standard Date 2.

3. Click on the Save button at the bottom of the screen to save all indicator and parameter values.

Step 2A: Set up the Assignment Code General Tab

1. From Configuration > Assignments, select the Assignment Code screen.

2. Click on the Add button to add a new Assignment Code.

3. Enter the date this Assignment Code will be effective.

4. Select the Standard option from the Assignment Source Classification field.

5. In the Assignment Source Code field, select Holiday from the field look up values.

6. Enter a Code and Description to identify this holiday assignment record.

7. Click on the Save button at the bottom of the screen to save the record.

8. The Indicators and Parameters tabs are now available for set up.

Step 2B: Set up the Assignment Code Indicators Tab

To set up the Assignment Codes Indicators tab, complete the following steps:

1. From Configuration > Assignment > Assignment Code, search for and open the record to be set up.

2. Click on the Indicators tab, then open the Schedule Process card.

3. Set Holiday Assignment Code Indicator Schedule Standard 1 to Y to process this assignment using holiday rules.

4. Set Holiday Assignment Code Indicator Schedule Standard 2 to the proper option of how holiday shifts are determined.

   • If this indicator is set to H (hours in holiday), also configure the Holiday Assignment Code Parameter Schedule Standard Hour 1 to indicate the minimum hours that must be in the holiday time frame to consider a shift a holiday shift.

   • If this indicator is set to P (percentage of shift in holiday), also configure the Holiday Assignment Code Parameter Schedule Standard Percent 1 to indicate the minimum percentage of a shift that must be in the holiday time frame to consider it a holiday shift.

   • If this indicator is set to S (start time), the start time is set up on the Holiday record.

5. Set Holiday Assignment Code Indicator Schedule Standard 3 to N.

6. Set Holiday Assignment Code Indicator Schedule Standard 4 to N.

7. Set Holiday Assignment Code Indicator Schedule Standard 5 to the proper option to determine if there is a maximum number of schedules that an employee is eligible to work during the holiday time frame.

   • If this indicator is set to Y (Yes), also configure Assignment Code Parameter Schedule Standard Integer 1 to indicate the maximum number of schedules that an employee can work.

   • If this indicator is set to N (No), there is no limit to the number of schedules an employee can work during the holiday time frame.

8. Click on the Save button to save the record.

9. Click on the Parameters tab to configure the companion parameters.

10. Set Holiday Assignment Code Indicator Schedule Standard 6 to Y, to activate the Every Other Same Holiday rule.

11. Set Holiday Assignment Code Indicator Schedule Standard 7 to N.

12. Set Holiday Assignment Code Indicator Schedule Standard 8 to N.

13. Set Holiday Assignment Code Schedule Standard 9 to the proper option to determine if productive core rotating schedules should be populated on holidays if the employee is eligible to work.

    • If this indicator is set to Y (Yes) employees are scheduled their core schedules if they are eligible to work

    • If this indicator is set to N (No) employees are not given their core schedules on any holiday.

      Note  

      Employees can still be assigned a need-based schedule on holidays they are eligible to work.

14. Click on the Parameters tab to set up the companion parameters.

Step 2C: Set up the Assignment Codes Parameter Tab EOH

To set up the Assignment Codes Parameter tab, complete the following steps:

1. Select the Parameters tab, then open the Schedule Process card.

2. Depending on the setting of Holiday Assignment Code Indicator Schedule Standard 2, set the companion parameter to indicate how holiday shifts are determined.

   • If this indicator is set to H (hours in holiday), also configure the Holiday Assignment Code Parameter Schedule Standard Hour 1 to indicate the minimum hours of an employee schedule that must be in the holiday time frame to consider it a holiday schedule.

   • If this indicator is set to P (percentage of shift in holiday), also configure the Holiday Assignment Code Parameter Schedule Standard Percent 1 to indicate the minimum percentage of an employee schedule that must be in the holiday time frame to consider it a holiday schedule.

   • If this indicator is set to S (start time), the start time of the employee schedule must be within the holiday time frame to consider it a holiday schedule. The start date/time and ending date/time of the holiday time frame is set up on Configuration > Assignment > Holidays > Parameters.

3. Holiday Assignment Code Parameter Schedule Standard Integer 1 determines the maximum number of schedules that can be assigned to employees during a single holiday date range. If using this rule, enter a positive integer in this field.

4. Holiday Assignment Code Parameter Schedule Standard Integers 2 - 5 are not used with this assignment and can be left blank.

5. Click on the Save button at the bottom of the screen to save the record.

Step 2D: Set up the Assignment Codes Criteria Section

The Criteria section is where the employees that should receive this assignment are identified. The criteria options that are available were previously selected on Assignment Source > Assignment Determination.

To configure the criteria requirements, complete the following steps:

1. With the Assignment Code record open, click on the Criteria section button in the left pane.

2. Click on Add to add a new record.

3. Enter an Effective Date, a Code and Description to identify this Criteria record.

4. In the additional fields, enter the criteria options that identify employees who should be given this assignment.

   Note  

   Additional criteria options can be added (by authorized users) through Assignment Source > Assignment Determination button.

5. Click on the Save button at the bottom of the screen to save this record.

6. To add additional groups of employees to this assignment, click on the Add button again and complete steps 3 - 5. The groups given to this assignment are displayed.

7. Click on Save to save the record.

   Note  

   Employees must meet all the requirements within one of the Criteria records to qualify for the assignment.

• If employees do not qualify for any other assignment, they will automatically qualify for the All assignment, which does not have any qualification criteria. There is a default All assignment for every Assignment Source.

Step 2E: Set up the Assignment Codes Holiday Section Screen

The holidays that are included in this assignment are selected on the Holiday section screen.

To set up this screen, complete the following steps:

1. With the Assignment Codes screen open, click on the Holiday section button in the left pane.

2. Click on the Add button to open the Holiday Search screen. Enter search criteria to find holidays to include in this assignment.

3. A listing of the holidays that have been previously set up on the Holiday screen is displayed. Check the box to the left of each holiday to be included in this assignment.

   Note  

   There may be more than one record for the same holiday. Be sure to choose the correct one.

4. When all holidays for this assignment have been checked, click Assign: Common Data (to assign the same data for all) or Assign: Individual Data (to assign different data for each).

Step 3: Enter the Employee Holiday Shift Eligibility Date

If an employee has a waiting period before he or she is eligible to participate in the Holiday assignment rules, an eligibility date can be entered in the employee record.

1. From the Employee section, use the Employee Search feature to locate the employee records to configure.

2. Open Employee General > Parameters > Schedule Process.

3. In the Employee Parameter Schedule Standard Date 2 field, enter the date when the employee is eligible to start the holiday rules.

4. Click on the Save button at the bottom of the screen to save the record.

Step 4: Add the Holiday Validation to the Selection Style

The Holiday rule must be selected as a validation in each pass of the selection style.

1. From Configuration > Scheduling, select the Selection Styles page.

2. Open the selection style being used with the automatic scheduling process and/or manual process.

3. Open a scheduling pass.

4. Point the cursor to the Holiday rule in the Available Rules column. Drag the rule to the Selected Rules column.

5. Repeat steps 3-4 for each pass to be validated.

6. Click on the Save button at the bottom of the screen to save the record.