What is a Requirement?

A Requirement usually defines:

• A shift.
• A position.
• The number of employees required (placements).

You can also define:

• Additional costing.
• Override fields.
• An effective date range for the Requirement.

Add Requirements to:

• A Requirement Tour on the Requirement Tours | Requirements tab.

  Requirements are attached to a Requirement Tour and they repeat in a cycle. Requirement Tours are usually linked to a Location, such as a site or store.

• A Shift on an employee's Tour.

  Requirements are specific to a day for either a day shift or a night shift. If the Shifts in a Tour vary, for example two days and three nights, you need to specify the Requirement on each Shift. If every day in a Tour relates to the same Requirement, you can specify the Requirement on the Employee Tour.

  Note: PayGlobal needs to link a Roster timeband to a valid Requirement Tour and Requirement combination. The Tour is normally linked to a Requirement Tour and the Shifts in that Tour are linked to Requirements in the Requirement Tour.

Setting up Requirements

1. Make a list of your requirements. You may have to label them so that they describe what they represent. For example, a Requirement might describe both a Shift and a Location, so the code might be a combination of the two.
2. Set up Requirement Tours if there are regular and recurring cycles.

Topic: 13040