Adding Includes to Rule Settings

Some shift rule settings have blue + buttons beside them, as in the image below:

You can click on this button to add any includes to the rule. Includes are shift hours other than regular shift hours (shifts with PTO or absences, for example) for RosterApps to include when making calculations pertaining to the specified rule.

To add includes:

• Click on the blue + button to expand the box:

• Use the drop-down menus to choose the type of shifts to include and whether to use shift hours or charged hours for calculations.
  • Use the Choose Type drop-down menu to select the type of shift to include (Accrual Account, PTO Reason, or Absent Reason).
  • Use the Choose Type Item drop-down menu to select the type item to include. When you select a type of shift in the Choose Type drop-down menu, RosterApps populates the Choose Type Item drop-down menu with items in that type’s category. For example, if you select PTO Reason in the Choose Type drop-down menu, RosterApps lists all of the PTO reasons available in the Choose Type Item drop-down menu.
  • Use the Choose Hours to Use drop-down menu to select whether to use shift hours or charged hours for the include.
• Click the Add Include button. The include appears in the table below the drop-down menus, as in the image below:

• Add as many includes as you would like for the rule.
• If you want to delete an include, click the red X button beside it in the table.
• To collapse the include box, click the blue – button.