Rules

Rules are the core component of the Autoscheduler. Equina's no-code rule builder puts the scheduler in the driver's seat. Equina comes with several built-in rules that you can customize. Rules are broken down into Global Rules (rules that apply to all employees in a scheduling Site) and Individual Rules (rules that apply to each employee).

We use industry-leading constraint optimization tools and have cut out the engineering time needed to set up your rules. You have complete control. Any rule you write using our intuitive no-code rule writer is instantly applied to the auto-scheduler.

Global Rules

Individual Rules

Rules can be Hard or Soft:

1. HARD rules are rules that the autoscheduler will favor at the expense of leaving shifts unfilled

2. SOFT rules are rules that the autoscheduler will attempt to satisfy, but not at the expense of leaving shifts unfilled

Most Common Rules:

1. Individual Rule - Maximum shifts per day (for everyone) of 1

   • We generally see this rule applied to all employees

2. Global Rule - Required Spot/Skill Proficiency Met

3. Global Rule - Day/Time Off (must-have) Requests

4. Global Rule - Balance Full-time/Part-time Shifts

The four rules noted above are the basic rules that you may want to consider starting with. Reach out to our team for any help / consultation when you're trying to figure out which additional rules to include.