Schedules Section: Compliance

How Does This Functionality Help You?

• Compliance checks alert you to areas where your scheduled shifts have exceeded the scheduling parameters input for your employees.
• Compliance includes checks against hours, shifts, and availability.
• Compliance is a double check that when a shift was manually filled and a conflict was overridden, that this was the intended outcome by the scheduler.

Compliance Tab

1. Select the schedule name to open the schedule.
2. Select the Compliance tab to display the Compliance Checks window.
   - A green button indicates all is okay.
   - A red button indicates an employee or shift is out of compliance.
3. Click on a warning and either a list of employees will appear to the right or you'll be taken to the schedule and be shown only the shifts that are not in compliance.
4. Click on an employee's name to be taken to their list of shifts that are not in compliance. 
5. Adjust the date to view compliance for different days.

Minimum Hours Checks

• Minimum Hours are included in the compliance checks, but are not honored in Auto Fill scheduling. They are listed as a check if you want to manually honor min hours.
• If you don’t want minimum hours check alerts (or to see these employees highlighted in pink in your schedule) set the minimum hours for employees to zero.
• Another way to track minimum hours is to create an employee custom field to enter the minimums. This can be viewed in the reports section and not be a compliance alert.

Video: How to Check Your Schedule's Compliance