Lumary WFM - This article explains how to assign workers to sessions and use the rules engine to assign the most suitable worker.
Once you've created shifts or appointment sessions, you can assign workers directly from a base roster, roster period or the live Scheduling roster. Assigning workers this way gives you the added benefit of using the rules engine to assign the most suitable worker.
Required and supported packages
Available with: Lumary WFM
Supported in: Lumary DC
Workers can be:
- assigned to shift and appointment sessions that have a status of Draft or Rostered, and
- swapped if a less suitable worker has already been assigned.
To assign a suitable worker:
- Go to the roster or roster period. Find out how to get to the different types of rosters in the introduction to rostering and scheduling.
- Right click on the shift or appointment session.
- Select Modify Workers from the drop-down list.
This will launch a Modify Workers popup. If any workers have already been assigned, they'll be listed below the Add Worker button.
- Scroll down to the rule engine panel at the bottom of the popup.
- Click on the Select Rule Engine to run drop-down list.
- Select a rule engine. Only rule engines with a record type of matching will be available. Other rule types, like validation, are used in other parts of the system.
- Click on the Run button.
This will generate a list ranking workers by the criteria of the rule engine you selected. If a client attached to the session has requirement tags, these may be summarised in a panel at the top of the results.
Put a tick in the Hide excluded workers checkbox to remove results where workers are unsuitable for the current session.
The columns that form the list will also depend on the rule engine. Clicking on a column heading will sort the results by that column. Common headings are explained in the following table.
| Column heading | Description |
|---|---|
| Name | The name of the worker. |
| Match Score (%) |
The suitability score of the worker. How this is calculated depends on the rule engine. Find out how matching rule engine results are calculated. Hover over the 'i' information icon to see a summary of how the score was calculated. The first number shows the score and the number in brackets shows the weighting of the score. Scores that are highlighted with a red background indicate that a worker is not suitable for the current session. |
| Exclusion Reason | If a worker is not suitable for a current session, this column shows an explanation. For example, the worker may not have availability at the time of the session. |
| Base Rate |
Shows a range for the rate required to pay the worker for the session. This is calculated by ranking workers into 3 percentile groups represented by the number of dollar ($) signs. The ranking from low to high is as follows:
|
| Required Tag Matches |
If the client has requirement tags, this will show which tags match with the worker's tags. |
| Employment Type |
Shows the worker's default worker assignment used to calculate their score. |
Click on the cross at the top of the rules engine panel to close the results and select a different rules engine to run.
- Once you've identified a suitable worker, scroll back up to the top of the popup panel.
- To add a worker, click on the Add Worker button.
If a less suitable worker has already been assigned, you can remove them by clicking on the cross next to their name in the Worker field.
- Use the Worker field to search for and select the worker by name. Workers marked as excluded won't be available for selection.
- The Date and Time fields will auto-fill with the session's dates and times. Use these fields to make any adjustments to the time this worker will be attending the session.
- Use the Worker Assignment field to select the worker's worker assignment. If this field is not selectable, the worker hasn't been set up with any worker assignments.
- Once you've added or swapped the workers required for this session, click on the Save button.