** See the guide here for a detailed breakdown of the different metrics for roster and appointment **
This guide contains the following information:
- What is the suitability ranker
- How does the suitability ranker work
What is the suitability ranker
The suitability ranker is a feature that ranks how appropriate a user would be to fulfil a roster shift
Why is this important
The suitability ranker is used for automatic rostering and the fill-in finder
How does the suitability ranker work
1. The suitability ranker bases a user's suitability percentage on the rules that have been applied to that user
2. The following will affect the suitability of a user:
- Maximum, minimum and ideal weekly hours
- Maximum daily hours
- Maximum, minimum and ideal weekly shifts
- Maximum consecutive days
- Minimum time between shifts
- Minimum shift length
- Maximum shift length
- Maximum weekly shifts
- Minimum weekly shifts
- Pay rate
- If users already have roster shifts
- Ability requirements
- Distributing shifts across multiple users
- Distributing shifts across users with standard hours set
Each of these values can be set at Organisation and User level. Some of these rules can also be set at group level (in the organisation structure).
REMEMBER IF CHANGING RULES: Rule changes at Organisation level applies to everyone in the account unless overridden elsewhere. Rule changes at group level override Organisation level rules but only apply to users when they are rostered in specific roles. Rule changes against a user will override rules at every level and be applied to affected users across the account.
3. The suitability ranker will work in the background when automatically rostering but will appear when managing shifts.
The following image demonstrates where the Suitability Ranker is displayed, and how the percentages will rank users:
4. The suitability ranker will also provide details on the employee, such as their position, employment type, availability, and so on.
The following image demonstrates the information displayed by hovering over the (i) information icon located next to the employee's name.
5. The suitability ranker can also be sorted by surname, rate or suitability to work a shift. You can change the sorting by pressing on the Arrow key in each corresponding column.
6. Not all users will appear in the suitability ranker. If the desired user does not appear in the list it typically means the user has not been assigned to the role that has been selected. There are other factors that may affect this. Users may disappear (or be removed) from this list if they have been disallowed against a specific custom entity type (Client, Service, Funding Scheme, etc..). Disallowed users are removed from the list completely so they cannot be assigned to a shift that they should not be. For more information on custom entities or allowed/disallowed users, please see the article titled 'Custom Entities'.
7. Users can also have their suitability drop to 0% if they no longer posses an ability that is required for a role. To understand this feature please see the article titled 'Ability to Role Linking'.