Configure sorting and matching overview

The Priority Scheduling Engine (PSE) uses sorting and matching rules and rule sets to create a schedule by filling open shifts automatically. It also uses defined procedure sets to ensure that a schedule complies with seniority, certifications, cost-effectiveness, and availability as well as union, regulatory, or company rules. Essentially, the Priority Schedule Engine assigns open shifts to employees as follows:

Sorts employees according to the configured sorting rules such as hire date, full name, skills, wage rate, and so forth.
Sorts shifts according to the configured sorting rules, such as duration, start time, and job.
Assigns shifts to employees according to the matching criteria such as employee rules, availability, and job transfers.

Note:

Do not use the Priority Scheduling Engine (PSE) assigns open shifts to employees according to sorting and matching rules. when you need to balance workload Specifies a number of employees needed for a certain job at a certain location over a certain span of time., rules, preferences, and other optimization objectives such as stability, grouped arrivals, and so forth, for example:

Do not use PSE (Priority Scheduling Engine) assigns open shifts to employees according to sorting and matching rules. to create open shifts. The PSE cannot create an open shift A shift that is scheduled for a job, but no employee is assigned to work it..
Do not use PSE to optimize open shift assignments based on various objectives.
Do not use PSE to create an optimized schedule based on workload.

You use the Sorting and Matching pages within Scheduler Setup in the following order:

When finished, you can configure Scheduler to use the PSE to build the schedule as a batch process.