The suitability ranker helps determine how suitable users are for roster shifts and appointments by calculating a percentage based on multiple system rules and conditions.
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Overview
The suitability ranker is a feature that ranks how suitable employees are to be scheduled for shifts or appointments. This suitability is reflected as a percentage.
The ranker operates in the background during automatic rostering and appears on screen when managing shifts or appointments. It is used for automatic rostering and the fill in finder.
Higher percentages indicate greater suitability. Users with a zero percent rating are considered unsuitable.
The suitability ranker supports informed decision making when rostering. Roster managers may override the ranking when operational requirements require it.
How it works
The suitability ranker considers multiple factors when assigning a percentage. These include rules set at organisation, role, award and user level, as well as other system conditions.
Suitability percentages can vary between users and across different days. Individual rules do not correspond to fixed percentage values. The final percentage is calculated after all factors have been assessed.
A zero percent suitability indicates the user does not meet the minimum requirements for the shift or appointment. This may occur if the user is unavailable, on leave, or would breach a rule such as maximum hours or maximum shifts.
Suitability ranker and roster shifts
When a reason is displayed for a suitability percentage, it may not represent every contributing factor. If a user becomes unsuitable, the system displays the first reason encountered.
The following factors are included in suitability calculations for roster shifts.
- User pay rate
- Existing roster shifts
- Assignment to the correct role
- Required abilities
- Availability or leave status
- Minimum and maximum rule compliance
- Required days off within the period
- Standard hours limits
- Gender restrictions for assigned custom entities or roles
- Linked appointment details
- Even distribution of shifts across users
Roster suitability metrics
Suitability ranker and appointments
The suitability ranker for appointments operates using the same principles as the roster suitability ranker. The key difference is the additional factors that apply specifically to appointments.
- Whether the appointment extends a shift
- Existing appointments
- Assignment to the correct role
- Required abilities
- Appointment cost
- Profit generated by the appointment
- Net difference between cost and profit
- Whether an existing shift is used or a new shift is created
- User distance from the appointment
- Preferred user status
- Client gender restrictions
Appointment suitability metrics