How matching rule engine results are calculated

Lumary WFM - This article explains how matching rule engine results are calculated. It also explains how the rules assign their initial scores.

Rule engines are made up of individual rules linked by rule engine execution units (EUs). Each individual matching rule produces an initial score. This score is then given a weight in the rule engine EU. The final suitability score is then calculated by adding up the initial scores and adjusting them based on the weight they've been given.

Required and supported packages

Available with: Lumary WFM

Supported in: Lumary DC

Organisations can use rule engine EUs to set up weights that emphasise the matching elements that are most important to their business.

The following table shows how matching rules calculate their initial score. These scores are then weighted in results, as described above.

Rule	Description
Availability	Compares the worker's contact availability templates to the session and compares the session to other sessions. Calculates the score based on the worker's availability. 100 points if the worker is available 25 points if the worker has a conflicting session
Client Tag	Compares worker's tags to the client's required tags. Each worker tag gets a score based on whether or not it is one of the client's required tags. Points are deducted if a client has a required tag that's not resolved by a worker's tag. 100 points for required 25 points for not required
Contract Type	Scores a worker based on their default worker assignment. 100 points for full time 50 points for part time 25 points for casual
Pay Rate	Compares the pay rates of the workers and sorts them into 3 percentile groups. The groups are shown by one, two or three dollar ($) signs. $ = 33rd percentile (lowest rates group) $$ = 66th percentile (middle rates group) $$$ = 99th percentile (highest rates group)

For example, a rule engine could have rule engine EUs that apply weights of:

• 80% to availability matching
• 10% to client tag matching, and
• 10% to contract type matching.

If the worker:

• is available, they'd get 100% of the 80% availability weighting
• has tags that match all of the client's required tags, they'd get 100% of the 10% client tag matching weighting, but
• if their contract type is part time, they'd only get 50% of the 10% contract type matching weighting.

Their suitability score would be 95%. An available full time worker with all of the required client tags would be scored as more suitable.