Creating a List Using the Roster Rule Builder

The Roster Rule Builder feature is use to build rosters based on employees' Extended Employee Attributes.

Extended Employee Attributes

Extended Employee Attributes are used to specify additional attributes for the employee during business continuity situations. Extended Employee Attributes are used to build unique rosters to be used business continuity and storm situations.

The Roster Rule Builder allows rosters to be built using complex rules; for example: a list could be built to contain all employees from a section within the company (defined by an extended attribute) but then exclude those with a supervisor or manager title description.

To Create a List Using the Roster Rule Builder

1. Click the Roster List Ordering button on the List Mnt tab.

2. Click the admin link next to a roster to modify an existing roster, skip to step 8, -OR-

Click the Create New Workgroup button to create a new workgroup from scratch.

3. Click OK on the enter name pop-up.

4. Type a name for the workgroup in the Class/WG textbox. 

5. Click the OK button next to the Class/WG textbox.

6. Make any other necessary changes to the workgroup's preferences.

7. Click the Save Changes button.

8. Scroll down to the Roster Rule Config section.

9. Click the Edit Roster Rule Config button. The Roster Rule Configuration page displays.

   

10. Click the Add Rule button. The Rule Definition section displays under the existing roster rules.

    

11. Type the name of the new rule in the Rule Name field.

12. Type a description of the new rule in the Rule Desc field.

13. Determine if the rule will add or remove employees from the list.

14. Select the appropriate action from the Rule Act dropdown.

15. Select the type of attribute you would like to use in your filter.

    • Std: These are the standard attributes, found on the employee page, for your company. These are items such as WEB ID, E-mail, Classification, etc.

    • Extended: These are the Extended Attributes that are created by using the Extended Employee Attribute page.

    • All: This is a combination of the standard and extended attributes, in one dropdown.

16. Select the attribute to filter by from the Attribute dropdown.

17. Select the condition in which the value of the attribute should be filtered.

    • Equals: When selected, only employees with the attribute with exact value entered in the Value field will be added to the roster. For example, if the employee's value for an attribute is 78895 and the value entered for the roster rule is 7889, the employee will not be added to the list because the two values do not match exactly.

    • Not Equal: When selected, employees with the attribute with exact value entered in the Value field will NOT be added to the roster, but all other users will be added to the list. Other rules should be used with this condition to limit the number of users on the list. For example, if the employee's value for an attribute is 7889 and the value entered for the roster rule is 78895, the employee will be added to the list because the values do not match exactly.

    • Like: When selected, employees with the attribute with a similar value entered in the Value field will be added to the roster. When using this option, add a percent sign before and after the text that can be similar. For example, if the employee's value for an attribute is 78895 and the value entered for the roster rule is %7889%, the employee will be added to the list because the employee's value contains the 7889 string.

    • Note Like: When selected, employees with the attribute with a similar value entered in the Value field will not be added to the roster. When using this option, add a percent sign before and after the text that cannot be similar. For example, if the employee's value for an attribute is 78895 and the value entered for the roster rule is %7889%, the employee will not be added to the list because the employee's value contains the 7889 string. However, if the employee's value was 7886, they would be included in the roster.

18. Select the attribute to filter from the Attribute dropdown. Select a Value from the dropdown (the dropdown will display if the attribute type selected is Value or Multi-Value, or if the attribute contains more than one option) – OR – enter text into the Value text box.

    Note: If using one of the Like conditions, put percent signs (%) on either side of the text.

19. Click the Save Rule button to save.

20. Click the Test Rule(s) button to test the rule to see how many employees will be on the list. ARCOS displays the number of employees that will be added at the top of the page.

21. Click the Run Rule(s) button to run the rules and add users to the list.

Note: Employees will not be added to the list until step 21 is completed.

Note: If the Loader Rules roster preference is enabled for the roster, the SEA Status Extended Employee Attribute must have a value in order to be added to the roster based on roster rules.

A roster from the example above can be created by creating two rules on the roster. One rule will add all employees from the section and the second rule will remove employees with a title containing supervisor or manager. Shown below.

Rule 1

Rule 2

---

*Note: ARCOS documentation is a living document. For inconsistencies or missing features, contact ARCOS Support. Not all companies have all items in the Online Help.