Calendars Employee rules

Calendars Employee rules

Employee rules are defined as Individual rules in WinTMS > System > Maintain staffing rules and can be displayed on Calendars with the Employee rule data type.


Within Maintain staffing rules, a Supervisor with permissions can create an Individual rule, the colour code for when the rule is violated, the calculation for the rule criteria and the Employee selection of who the rule will apply to.


Each individual rule has a criteria that once violated, will highlight the days the Employee has broken the rule on the Calendar. Clicking on the highlighted day will bring up further details of the Employee rule in the right-hand details pane. Below is an example of an Employee violating an Employee rule with the details in the right-hand pane:



Note: to display Employee rules on a Calendar,  the preference 'Employee rules active' needs to be enabled in Web TMS 8 in System preference > Planner.

In the above example, '11302: Daisy Brennon' has violated a rule by having a planned shift on a day she is unable to work. The Employee rule criteria has been set up to include Daisy in the selection, and a calculation to determine if the day of the week is a Friday and if a planned Shift is present. This rule will be beneficial in a scenario where a Roster is copied to a wide range of Employees and the Supervisor needs to be warned that one of the Employees is unable to work a certain day of that copied Roster.


If the preference 'Warn on exit if individual rules broken' is enabled, a Rule violation warning will occur when leaving the Calendar if any Individual rules for an Employee have been broken. This preference is set in Web TMS 8 in System preference > Planner > Group rules.


    • Related Articles

    • Calendars

      Overview The Calendars feature is used to display different types of data in a calendar format for a defined period of time. You can access the Calendars feature from the menu in the drop-down Header pane. It can also be accessed from the Menu and ...
    • Calendars

      The Calendars feature is used to display different types of data in a calendar format for a defined period of time. You can access the Calendars feature from the menu in the drop-down Header pane. It can also be accessed from the Menu and Shortcuts ...
    • Supervisor Calendars

      In this video, learn how a Supervisor can use the Calendars feature in TMS 8.
    • Report That Shows if the Employee Has a Photo

      Created a report that will indicate if the employee has a photo or not. Thanks to AF for the calculation syntax. xEmp:='EMPREF='+empref xPic:=HASRECORDSQL[xEmp,TMSEMPIC] Use xPic as a column that will display y or N
    • How to Download an Employee to the Terminals

      To down the employee to the Terminals; Select the Employee in WINTMS From the Employee Menu, Select the option Download Current Employee