Summary

This topic explains the process that occurs when you use the Maintain Allocations command in the PayGlobal Tree or the Suggestions command in Allocation View to process an allocation record.

Timebands, competencies and qualifications

PayGlobal compiles lists of the timebands, competencies and qualifications for the allocation.

Suggested Employees

The compiled list is then used to score each employee using the placement criteria settings for the allocation.

1. The complete list of employees matching the employee query is loaded.
2. The qualification scores are evaluated and employees who are outside the cutoffs are removed.

   For each employee in the list of suggestions, PayGlobal counts the number of qualifications the employee acquired on or before the allocation date (EmpQuals) that correspond to the qualifications for the placement criteria (PcQuals):

   • If the employee has none, then ScoreQualification = 0.
   • If the placement criteria has none, then ScoreQualification = 100.

     Otherwise ScoreQualification = EmpQuals/PcQuals * 100.

   • If a cutoff range was specified (by a non-zero upper or lower bound) and ScoreQualification is outside this range, then the suggestion is removed from the list.

     Otherwise PayGlobal multiplies the ScoreQualification by the QualificationWeighting, and adds it to the TotalScore for the suggestion.

3. The competency scores are evaluated and employees who are outside the cutoffs are removed.

   For each employee still in the list of suggestions, PayGlobal counts the number of competencies the employee acquired on or before the allocation date (EmpComps) that have not expired and correspond to the qualifications for the placement criteria (PcComps):

   • If employee has none, then ScoreCompetency = 0.
   • If the placement criteria has none, then ScoreCompetency = 100.

     Otherwise ScoreCompetency = EmpQuals/PcQuals * 100.

   • If a cutoff range was specified (by a non-zero upper or lower bound) and ScoreCompetency is outside this range, then the suggestion is removed from the list.

     Otherwise PayGlobal multiplies the ScoreCompetency by the CompetencyWeighting, and adds it to the TotalScore for the suggestion.

4. The roster scores are evaluated and employees who are outside the cutoffs are removed.

   For each employee who is still in the list of suggestions, PayGlobal does the following:

   • Loads the timebands for shifts the employee is rostered on for that day.
   • Removes timebands with a reason that is set to IsAvailable because they will not affect their roster availability.
   • Subtracts the employee’s roster timebands from the allocation (or requirement) timebands. This leaves the required times the employee can work when they are not already rostered to work.
   • If no required times remain, then ScoreRoster = 0.
   • If the requirement does not contain timebands, then ScoreRoster = 100.

     Otherwise ScoreRoster is the number of minutes in the requirement that the employee is not rostered to work elsewhere (as a percentage of the total minutes for the requirement).

   • If a cutoff range was specified (by a non-zero upper or lower bound) and ScoreRoster falls outside this range, then the suggestion is removed from the list.

     Otherwise PayGlobal multiplies the ScoreRoster by the RosterWeighting, and adds it to the TotalScore for the suggestion.

5. The availability scores are evaluated and employees who are outside the cutoffs are removed.

   For each employee who is still in the list of suggestions, PayGlobal does the following:

   • Loads the timebands that represent when the employee is available for that day.
   • Subtracts the employee’s unavailability from the allocation (or requirement) timebands. This leaves the required times that the employee is available.
   • If no required times are left, then ScoreAvailability = 0.
   • If the requirement does not contain timebands, then ScoreAvailability = 100.

     Otherwise ScoreAvailability is the number of minutes in the requirement that the employee is available (as a percentage of the total minutes for the requirement).

   • If a cutoff range was specified (by a non-zero upper or lower bound) and ScoreAvailability falls outside this range, then the suggestion is removed from the list.

     Otherwise PayGlobal multiplies the ScoreAvailability by the AvailabilityWeighting, and adds it to the TotalScore for this suggestion.

6. The award scores are evaluated and employees who are outside the cutoffs are removed.

   For each employee who is still in the list of suggestions, PayGlobal does the following:

   • Evaluates the award rules for this employee/day/requirement to get an award score, and stores it in the ScoreAward field for the suggestion.
   • If a cutoff range was specified (by a non-zero upper or lower bound) and ScoreAward falls outside this range, then the suggestion is removed from the list.

     Otherwise PayGlobal multiplies the ScoreAward by the AwardWeighting, and adds it to the TotalScore for this suggestion.

Auto-placement

If you requested auto-placement, the top suggestions are put into the roster.

1. PayGlobal sorts the remaining suggestions in descending order of TotalScore, starting at the suggestion with the highest TotalScore on the AllocationSuggestion.
2. PayGlobal adds the next suggestion to the allocationAllocated table and sets FromDefaultRoster to False.

Update fields

The Allocated and Suggested count fields are updated in the allocation record.