Recommendation Engine Overview

Recommendation Engine Overview

The Recommendation Engine is a tool used for recommending employee shifts to managers when adding a Schedule Plan. Setting up the Recommendation Engine consists of 3 parts:

 

Recommends the most eligible candidate for a schedule plan. Uses historical data to recommend shifts based on selected rules.

 

Jump to:

Part 1: Recommendation Rules

Part 2: Recommendation Engines

Part 3: Add a Recommendation Engine configuration to a Schedule Plan

Part 1: Recommendation Engine Rules

 

Navigation:

 

1. Click    to open the Global Settings

 

 

2. Click Recommendation Engine to expand the options and select Rules

 

 

 Rules List - Presets

 

  • Long Term - full year (12 months)
  • Medium Term - 6 months
  • Short Term - 3 months 
Rule Description

Absences

Recommends employees with minimum absences 
Accepted Open Shifts Employees that have accepted the most open shifts 
Early Departures Employees with the fewest early departures
Late Arrival

Employees with the fewest late arrivals

On-the-job Experience Employees with the location/department/position most relevant to the schedule plan

Scheduled Hours 

(Current Week)

Employees with the fewest hours scheduled for the current week (highest availability) 

Seniority

Employees with the largest length from the Employee Hire Date

 

Negative - Less qualified if you have more hours or time 

 

negative, employees start at 100% and are lowered based on eligibility

 

positive, employees start at 0% and are increased based on eligibility

 

Positive - 

Part 2: Recommendation Engines

 

Navigation:

 

1. Click    to open the Global Settings

 

 

2. Click Recommendation Engine to expand the options and select Engines

 

3.