Labor Rules

Labor rules keep schedules within the limits your teams must follow, such as the most hours a week or the rest between shifts. You pick rules from a catalog, give them their numbers, and put them in a rule set for a team, a site or a jurisdiction. Each rule either warns, blocks the change, or needs an override, which lets someone allowed go ahead with a reason that is recorded. Schedules are checked before they are published, and claims, trades and reassignments as they are made. When a published shift changes late, predictability pay records the premium the worker is owed.

Menu	Workforce > Labor Rules, Workforce > Rule Overrides, Workforce > Time Management > Predictability Pay
Permission	Manage labor rules, Override labor rules, Approve predictability pay, Manage the whole workforce
Feature	Workforce Labor Rules (it needs Workforce Shift Planning)

Can't find it?

What you see depends on your role. If the menu, a button or a setting on this page is missing, ask your administrator to give you the permission listed above or to turn on the feature. Only administrators can turn features on and change site settings.

No rule sets come built in

Laws change and differ from place to place, so no rule set is set up for you. Check the rules and their numbers with someone who knows the law where your teams work.

Rule sets

Open Workforce > Labor Rules and choose Add rule set.

Field	What it does
Name	The set's name, such as California hourly staff.
Jurisdiction	The place or law the set follows, as a reminder.
Teams	The teams it applies to, with the teams under them.
Workers	Workers who follow the set on their own, whatever their teams, such as a minor or someone under a special agreement. Search them by name.
Employment types	Leave empty for everyone, or pick types such as part time.

A worker gets one rule set: the one given to them alone, or else the nearest team's, starting with their own team and going up. A set limited to some employment types is skipped for other workers, who get the next set up the tree.

Rules

Choose a rule under Add rule and choose Add rule. Each rule shows what it checks, its numbers, and how it is enforced:

Enforcement	What happens
Warn	The change goes ahead and the problem is shown.
Block	The change is refused.
Needs an override	The change goes ahead only when someone with Override labor rules gives a reason. The reason is recorded under Rule Overrides.

Rule	What it checks
Most hours a day	Paid hours in a day.
Most hours a week	Paid hours from Monday to Sunday.
Fewest hours a week	A week scheduled below a number of hours, such as a worker's contract.
Rest between shifts	The hours between the end of one shift and the start of the next.
Most days in a row	Days worked in a row.
Days off a week	Days with no shift from Monday to Sunday.
Longest shift, Shortest shift	How long a shift lasts, breaks included.
Breaks and meals	A shift longer than a number of hours needs a number of minutes of breaks or meals.
Young workers	A worker under an age works only so many hours a day and a week, and not after a time of day. It uses the worker's date of birth.
Skills and certificates	A shift whose template needs skills goes only to a worker who holds them, with a valid certificate where the skill needs one, on its day.
No work during time off	A shift during the worker's approved time off.
Schedule notice	A change the employer makes to a published shift with less than a number of days' notice.
Overtime	Hours past the point where they are paid as overtime, in a week or a day.
Predictability pay	Records the premium for late changes; see Predictability pay.

When a worker has a rule set, its Rest between shifts, Most days in a row and hours rules also guide Auto-schedule, in place of the usual 10 hours, 6 days and the worker's own hours.

Checking a schedule

When the team's rule set has rules, the planner board lists what the draft breaks, as publishing would find it, above the board. The first five are shown; open more to see the rest.

• When a rule that blocks is broken, the Publish button is hidden. Change the shifts first.
• When a rule that needs an override is broken, choose Publish with an override with the reason. Without Override labor rules, someone who has it must publish.
• Warnings don't stop publishing; the message after publishing says how many there were.

Claims of open shifts, shift trades and reassignments are checked against the worker's rule set too: a rule that blocks or needs an override refuses them, with the reason.

Rule overrides

Workforce > Rule Overrides lists every broken rule that went ahead with an override, newest first: the rule, the worker, what was broken, the reason, who allowed it and when. Choose Schedule to open the schedule it was published in.

Predictability pay

Add the Predictability pay rule to a rule set to record a premium when the employer changes a published shift with less notice than the rule's Days of notice:

Change	Premium
A shift is added, or given to the worker	Hours for an added shift
A shift is moved	Hours for a moved shift
A shift is removed, or taken from the worker	Share of a removed shift's hours

Changes a worker asked for, such as trades, claims and time off, owe nothing.

Open Workforce > Time Management > Predictability Pay to see what is owed for the teams you manage. Choose Approve to have it paid, or give the reason it isn't owed, such as an emergency closure, and choose Waive. Filter by status to see approved, waived and exported entries.

Permissions

Permission	Allows
Manage labor rules	Rule sets and the rule override list.
Override labor rules	Publishing with a reason despite rules that need an override.
Approve predictability pay	Approving and waiving the predictability pay of the teams you manage.