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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".

Rule templates

It is, of course, up to you to determine which rules are relevant to your business. However, when creating a new rule, we have compiled a list of the most commonly used rules that you can use as a starting point.

Alternatively, you can create your own rules from scratch via "New custom rule".

Types of rules

There are 9 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 checking 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

Blocked hours

With the "Blocked hours" rule, you can prevent shifts from being scheduled at certain times of the day. Here, you can set the time period during which shifts should be blocked, as well as whether it should apply every day or on specific days of the week. You can set multiple different time periods on the same day or across several different days.

Days off

The "Days off" rule lets you decide a minimum number of days off an employee must have in a certain amount of time, and if these should be consecutive or not.

Consecutive work

The "Consecutive work" rule allows you to determine the maximum number of consecutive days an employee may work by specifying the number of days.

Work hours

The "Work hours" rule allows you to specify the maximum number of hours an employee may work within a given period.
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You can choose the maximum number of hours, the length of the checking period, and whether the period should be fixed or rolling.

Adjust who the rules apply to

Not all rules are relevant to all employees, roles, ages, or other circumstances.

Therefore, you can specify who each rule should apply to and when, so the rule is only checked for the relevant employees.

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.

Age

You can specify a particular age group by setting a minimum and maximum age that the rule should apply to. The age is based on the employee's date of birth. If no date of birth has been provided for the employee, you will be notified.
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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. Can I ignore a rule without removing it permanently?

    It's not possible to directly ignore a rule, but you can make a workaround by creating a tag named e.g. "Ignore rule" and have it be filtered out on the rule. Adding the tag to a shift will then ignore the rule break. Read more about shift tags here.

  3. Are rule violation warnings only shown once the shift has been published?

    No, rule violation warnings are already shown when you create a shift that violates one of the rules configured in the rule checker. The shift therefore does not need to be published first.
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  4. 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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