The suitability ranker

This article contains information about the following topic:

  • What is the suitability ranker
  • Why is this important
  • How the suitability ranker works
  • Suitability ranker percentage reasons
  • The suitability ranker and roster shift
  • Roster suitability metrics
  • The suitability ranker and appointments
  • Appointment suitability metrics

What is the suitability ranker

The suitability ranker is a tool that appears on the roster and appointments whenever the shift or appointment dialog is opened. Its purpose is to provide information on how suitable employees are to be scheduled for shifts or appointments. This is reflected in the form of a percentage. Users that are given a higher percentage are deemed more suitable than those with lower percentages. While those with a 0% rating are considered unsuitable.

Why is this important

The suitability ranker is a tool that should be used to make informed decisions when rostering. It should be considered when assigning shifts or appointments but the roster manager may at times ignore the percentages provided and assign shifts to users with lower suitability depending on the situation. 

How the suitability ranker works

The suitability ranker has a number of factors that it considers when assigning a percentage. These include rules that have been set at organisation, role, award and user level and other factors. Due to this the suitability percentage can vary between users and days. 

It is important to remember that the metrics used in suitability calculations are not equal to a specific percentage value (a single rule does not equate to a certain percentage). Instead, percentages are assigned after all factors have been considered and an overall percentage is assigned. Whenever a 0% suitability appears, it means a user does not meet the minimum standard for a shift or appointment and it is anticipated that they will be unable to complete the assignment. Reasons for this include but are not limited to; the user being scheduled for leave or is unavailable, the shift or appointment would cause the user to violate a rule relating to their maximum hours or maximum shifts. 

Suitability ranker percentage reasons

When the system provides a reason for the suitability percentage this may not include all reasons why a user has this percentage.  When a user hits a metric that makes them unsuitable, the system will provide the first reason the user is unsuitable.  

The suitability ranker and roster shift

The following factors are included in suitability calculations for roster shifts. 

  • Does the user already have a roster shift
  • Has the user been assigned to the appropriate role
  • Are any abilities required to work the shift
  • Is the user available or on leave
  • Has the user breached any of their maximum rules
  • Has the user had the required number of days off in the period
  • Has the user reached or breached their standard hours
  • Is there a gender restriction for a custom entity assigned to the shift or the role of the shift
  • The linked appointments particulars.

Each of these factors contributes to the percentage displayed in the suitability ranker

Roster suitability metrics

The suitability ranker and appointments

The suitability ranker for appointments functions according to the same principles as the suitability ranker on the roster. A key difference is the number of additional considerations that are made for appointments. The following factors are also included in suitability calculations for appointments. 

  • Will the appointment cause a shift to extend
  • Does an appointment already exist
  • Has the user been assigned to the appropriate role
  • Are any abilities required to work the appointment
  • The cost of the appointment
  • Profit that can be made from the appointment
  • The net difference between profit and cost
  • Does the user already have a shift or will a new shift be created for the appointment 
  • Distance of the user from the appointment
  • Is the user considered a preferred user for the appointment
  • Is there a gender restriction for the client

Each of these factors contributes to the percentage displayed in the suitability ranker. 

 Appointment suitability metrics

 

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