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Crew Scheduling: Create Schedule Types

Schedule types allow you to configure rules for crewing off, crewing on, and hours work that ensure your work periods are automatically given the correct value and your crew receive the correct pay.

Examples You could use schedule types if your company has rules that define when a work period is considered a full day, a half day, or any other portion of a day. For example, you might need rules that says a work period will be given the amount of 0.5 if it meets at least one of the following conditions:

  • The crew member crews off before noon
  • The crew member crews on after noon
  • The crew member works less than 4 hours
  • If none of these conditions apply, then the work period will be given an amount of 1.

You can assign one schedule type to each of your assets. Crew members inherit the schedule type rules from the asset they're scheduled to, and these rules determine the values allocated to their work periods on the asset.

Note By default, work periods are given a value of 1 but a schedule type rule will override this default if a work period satisfies the conditions in the rule.

Create a schedule type

  1. Go to the Setup > Personnel > Schedule Types tab.
  2. Click New Schedule Type.
  3. In the Name field, enter a name for the schedule type, for example, "Linehaul."
  4. Crew Off Rules: To add a crew off rule that will edit the value of a work period based on the time of a crew off, click Add Amount Rule and do the following:
    1. Click the before/after button to indicate whether the rule will apply when the crew off is before or after a given time.
    2. Select the cut off time for the rule.
    3. Use the Amount field to enter the value that should be given to a work period that meets the rule conditions.
  5. Crew On Rules: To add a rule that will edit the value of a work period based on the time of a crew on, click Add Amount Rule and do the following:
    1. Click the before/after button to indicate whether the rule will apply when the crew on is before or after a given time.
    2. Select the cut off time for the rule.
    3. Use the Amount field to enter the value that should be given to a work period that meets the rule conditions.
  6. Hours Worked Rules: To add a rule that will edit the value of a work period based on its duration (in one calendar day), click Add Amount Rule and do the following:
    • Click the less than/more than button to indicate whether the rule will apply when the work period is less than or more than a given duration.
    • Select the cut off duration (hours) for the rule.
    • Use the Amount field to enter the value that should be given to a work period that meets the rule conditions.
  7. To the right of the rules you just entered, use the Rules applied in the following order list to make sure that the rules will be applied in the correct order. For example.
  8. Click Save Changes.

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