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How to use the rule checker

This article explains how you can set up rules so you can maintain a fair schedule and stay compliant with relevant rules.

How the rule checker works

With the rule checker, you can set up your own rules for your schedule so you comply with the rules that apply to your business. The rule checker can detect violations of the rules you’ve set up by showing warnings, so you can continuously ensure your schedule stays compliant.

An example rule is the 11-hour rule, which gives employees the right to a rest period of at least 11 consecutive hours within each 24-hour period. If this rule is set up in the rule checker and is violated, you’ll be notified with a warning in the schedule.

Setting up rules

To set up rules for the rule checker, go to Settings by clicking the '⚙️' icon in the top-right corner of the schedule, then go to 'Schedule', and finally click 'Manage rules'.

Types and customization of rules

There are five basic types of rules that can be set up and customized in the rule checker:

Overlapping shifts

With the 'Overlapping shifts' rule, you can set up rules to ensure that the same employee’s shifts don’t overlap each other.

Rest rule

With the 'Rest rule', you can set up rules for how long a rest period an employee must have within a rolling period (for example, the 11-hour rule). Here, you can customize the minimum rest period in hours and minutes, and set the control period that the rule checker should use when checking shifts.

Weekends off

With the 'Weekends off' rule, you can define how many weekends off an employee must have within a specific period of time. Here, you can set the start and end days, the timerange, and how many weeks the checking period should be.

Shift amount

The 'Shift amount' rule allows you to define the maximum number of shifts an employee can work in a specific number of days. Here, you can customize the shifts and days as you like, so you can be sure your employees do not exceed the limit you set for them.

Shift duration

The 'Shift duration' rule notifies you when the specific values of a shift length are being violated. Here, you can set the hours and minutes of how long/short a shift must be for an employee. The shift duration options are:

  • Longer than or equal to

  • Longer than

  • Exactly equal to

  • Shorter than or equal to

  • Shorter than

Filter rules

For all types of rules, you can use the filter to define when, how, and why the rule should apply by filtering on the following:

  • Employees

  • Roles

  • Shift tags

  • Leave

  • Breaks

  • Shift types

You can also customize the rule type, the rule name, and the rule requirements, and set up multiple rules by clicking the blue '➕' icon in the top-right corner.

FAQ

  1. Can I remove a rule if it’s not relevant for my employees?
    Yes, you can remove a rule from the rule checker. Find the rule you want to remove by following the steps in 'Setting up rules', then click the orange trash can icon down in the right corner of the rule.

  2. There are more than 11 hours between my employees' shifts, but I am still getting a warning about a rest period violation. Why?

    The official 11-hour rule does not just apply between shifts regardless of the shift length. It states that within every 24-hour period, an employee is entitled to at least 11 hours of continuous rest. Therefore, the 11-hour rule is violated if an employee has a shift that, in total, extends beyond 13 hours at a time.

  3. Can I adjust why, how, and when rules should apply?

    Yes, you can use the filter to choose which parameters should apply to the rule. Read more about it in this guide above.

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