Checking Schedule Compliance—Exercises

Basic Data Setup

Purpose: To be able to run the exercises below you need to complete the Administering Wage Codes, the Administering Working Hours Schedules and Creating Compliance Rules exercises. All other basic data is registered in conjunction with the main exercises. 

Main Exercise

Purpose: The purpose of this exercise is to learn how to perform an analysis of a schedule and to learn how to interpret the result of an analysis.

Windows:
Schedule Analysis
Working Hours Schedules
Schedule Analysis Log
Order Reports

Create Schedule Compliance Comparison Analysis 

  1. Open the Schedule Compliance Analysis window.
  2. Create a new analysis. The Schedule Compliance Comparison dialog box is opened automatically. 
  3. Enter a name for your analysis, use a description that indicates user name e.g. Alain's or Mika's schedule analysis.
  4. Select the compliance rule that you created in the Basic Data Setup exercise (Creating Compliance Rules).
  5. Select all three schedules that you created in the Administering Working Hours Schedules exercise, use the List of Values, which allows you to select several options.
  6. Use a four-week reference period, i.e., enter a compliance start date that corresponds to the Monday previous to today and an end date that is the Sunday four weeks from that Monday. 
  7. Use the default comparison parameters. 
  8. Click OK.
  9. There should be several rows populated in the Schedule Analysis window, all of which should display OK (no alerts found) in the Alert Type column.

Working in the Compliance Analysis Window

Note: In order for you not to compromise the basic data needed in other lessons, you need to create some new working hours schedules that you can use during the rest of this lesson. 

Preparations:

  1. /Day Types tab, and duplicate the 8-5 day type. Name the new day type, e.g.,  8-5 DUP. In the Details window, reduce the Lunch Time to 15 minutes. 
  2. Create a new Day Type, for evening work, that contains 10 normal hours, with normal hours beginning at 11:00 and ending at 22:00, enter one hour of lunch between 15:00 to 16:00. 
  3. Create a new substitute schedule that contains the 10 normal hours day type on this Saturday and Sunday.
  4. Create a new 7 day long cycle schedule, beginning on Monday this week. The schedule containing the 8-5 DUP day type on Monday, Tuesday and Friday, and the evening day type on Wednesday and Thursday, and a work free day type on Saturday and Sunday.
  5. Connect the substitute schedule to the working hours schedule.

Exercise:

  1. Go back to the Schedule Analysis window and duplicate the analysis you created in the exercise above.
  2. Modify the values in the Schedule field to include only the new working hours schedule that you created in step 4 in the preparations section. 
  3. Modify the reference period so that it covers four weeks, beginning with Monday this week. Leave the other parameters as they are and click OK. 
  4. The analysis result contains alerts originating from the substitute schedule and the schedule cycle both. They are based on all of the rules included in your compliance rule. Make a query (in the result table) for substitute schedule alerts. Verify that the result contains:
    a.) An alert for exceeding the average allowed presence time.
    b.) An alert for exceeding the max allowed normal hours.
    c.) An alert for not considering the min required weekly rest.     

Note: Since the alerts mean that the schedule does not comply with work time regulation, you need to correct the schedule so that employees, when assigned to the schedule, do not break the rules.

  1. Select a row, right-click and choose Schedule Details. 
  2. Open the Substitute Schedule tab and remove the connection to the substitute schedule.
  3. Go back to the Schedule Compliance Analysis window and right-click Rerun Schedule Comparison to repeat the analysis after the correction. 
  4. Verify that the rows originating from the substitute schedule is removed.
  5. To take care of the daily break alert (i.e. not enough time for lunch or breaks), go to the day type and add 15 more minutes to the lunch. 
  6. Rerun the analysis and verify that there are no more alerts for daily break.
  7. The remaining alerts, where the limits for normal time and daily rest is exceeded, need to be corrected. Reduce the evening shift with 2 hours, so that the day type ends at 20:00 instead of 22:00. Also, add a 15 minute break between 14:45 and 15:00 to the 8-5 DUP day type.
  8. Rerun the analysis and verify that the result is OK - no more alerts exists.

Working with Non-Default Analysis Parameters 

  1. Duplicate the analysis used in the previous exercise.
  2. Rename the analysis and clear the Alerts Only check box. 
  3. Use a reference period of four weeks.
  4. Verify that the rows in the result table contain one record per schedule and compliance rule limit.  
  5. Duplicate and rename the analysis. 
  6. Leave the Alerts Only check box clear and select the Rolling Result Comparison check box. 
  7. Verify that the result contains several rows for the same schedule and limit, presented as rolling time periods.

Analyzing Day Type Independent Schedules

Preparations:

  1. /Cycle Schedules and create a new 7 day long, day type independent cycle schedule. In the Details window, add 8 hours of normal time to each day. 

Exercise:

  1. Go back to the Schedule Analysis window and duplicate the analysis you created in the exercise above.
  2. Add the new day type independent schedule. Use the same conditions for the other parameters. 
  3. Verify that you
    a.) Have no rest time alerts, not even a weekly rest. 
    b.) Have both, a normal hours alert (more than 40 hours/week), and a presence hours alert (more than 48 hours weekly average)
  4. Correct the schedule and repeat the analysis and verify that no alerts exist.   

Analyzing Shift Schedules

Preparations

  1. Begin by creating a new night shift day type containing 10.5 hours of normal time from 20:00, From Day is Previous, to 7:00 To Day is Current, enter a lunch break of 0.5  hours between 12:30 and 13:00.
  2. Create a new day type dependent schedule with a two week long cycle, i.e., a two shift schedule. 
    a.) Use the 10-hour day type you created while preparing for the Working in the Compliance Analysis window exercise during the first shift week.
    Select a value in the Shift field, using List of Values, for the first row in the schedule details (Seq No = 1). 
    b.) Use the 10.5 hours night day type the second shift week. Select another value in the Shift field, using List of Values, for the row number 8 in the schedule details (Seq No = 8). 
     
  3. Create a substitute schedule containing the 10-hour day type registered to both days in the coming weekend (compared to today).
    a.) Connect it to both shifts in the schedule you created in step 2.
  4. Create a new day type independent, day-by-day schedule.  
    a.) Use the date for Monday before today as start date and let the schedule last for 4 weeks. Use any normal type wage code as Default wage code.
    b) Add 10 hours as work hours the first week, 11 hours the second week, and repeat until each weekday contains working hours. Add 0 hours to weekends.

Exercise

  1. Create a new analysis in the Schedule Analysis window. 
  2. Add both new schedules to the analysis.
  3. Use a four week long reference period and use the default values as comparison parameters.
  4. Verify that each shift is treated as a separate schedule i.e. the same schedule appears twice, one row per shift and alert. 
  5. Locate the rows that are caused by incorrect substitute schedules connected to the cycle schedule.
    a.) Select the schedule and use the right mouse button option Schedule Details to go to the schedule.
    b.) Delete the substitute schedule from the second shift.
  6. Repeat the analysis and verify that the substitute schedule alert now only exists for the first shift.

Note Each shift within a schedule is treated as if it was a schedule of its own. The reason for this is that the shift and the substitute schedule connection (the possibility of having a different substitute schedule for each shift) means that each shift may have a different number of work and rest hours. 

Maintain Analyses in the Schedule Analysis Log Window

  1. Go to the Schedule Analysis Log window. 
  2. Make a query where Created by equals % and verify that you are able to access analyses that are created by other users than your own.
  3. Make a new query for analyses that are made by your user name.
  4. Select an analysis and delete it.
  5. Query for an analysis made by another user e.g. Alain
  6. Select one of the analyses made by Alain and duplicate it. 
    a.) Rename the analysis, otherwise, use the same analysis conditions.
  7. Query for the new analysis and delete it.

Print a Schedule Compliance Comparison Report

  1. Select several analyses in the Schedule Analysis Log window. 
  2. Select the right mouse button option Print Schedule Compliance Report. Use the preview option to verify that all of the selected reports are printed. 
  3. Select some analyses in the Schedule Analysis Log window, right-click Schedule Compliance Analysis to go to the Results window. 
  4. Right click and select Print Schedule Compliance Report and preview the report as you did before.
  5. Order Reports dialog box. 
  6. Select the Schedule Compliance Comparison report.
  7. Enter company ID (10), wage class (your wage class) and analysis ID. Click OK. 
  8. Use the preview option to view the report.