Recommended Workers and Equipment

When you're allocating workers and equipment in the Scheduler Timeline view, Assignar shows these resources in two groups: Recommended and Other.

Recommended resources meet both the Compliance and Availability constraints, as described below.

Sort and Filter Recommended Workers and Assets

From the Scheduler view, once you've selected a shift to fill, the Resources tab will slide out. 

Workers and assets are recommended based on:

• Availability (they are not already allocated)
• Compliance (as described later in this article)
• Distance (distance from worker home address to job address)

Sorting by Distance

Showing and sorting workers by distance must be turned on as shown in the screenshot below.

The worker distance is calculated as the bird flys from the Job Location 1 to the worker home address in their profile. However, clicking the distance under the worker name will open up google maps showing directions from the worker address to the job location.

IMPORTANT NOTE: both the job and worker must have an address, and the address must be selected from the available type-ahead options. Otherwise you will see "no distance" or the distance may be incorrect. 

Compliance constraint for Workers

A worker can be considered compliant based on either Skills and Competencies, or by direct association with the Role.

If a worker is linked to the role, as described in Role-Based Scheduling, then they meet the compliance constraint and can be added to the Recommended list.

Otherwise, a worker must have current competencies that are:

• Required to fulfil the Role's required Skills, plus

• Any competencies required for the client, if set, plus

• Any competencies required for the project, if set.

Compliance Constraint for Assets

An asset can be considered compliant for the role if it is directly linked to the role. If no assets are linked to the role, then all assets are considered compliant.

Compliance Constrained for Asset Operators

When you are allocating an Asset Operator, these workers are considered compliant if they are:

• Linked to the selected Asset, or

• Linked to the Role, or

• Have the appropriate Skills to operate the selected asset.

Availability Constraint for all Resources

Resources are considered available to work a shift if:

• They are not already allocated to a shift that overlaps the selected shift.

  • A resource allocated for a shift that ends at 5pm is considered available for a shift that starts at 5pm the same day.

• For workers, not marked on leave.

• For workers, not marked as unavailable to work the selected day.

• If a shift goes past midnight then both the starting and ending day are considered for the above constraints.

Notes

1. Workers missing an Induction will still be recommended. The missing induction will be noted by the yellow warning triangle next to the worker, to remind you that they should complete the induction when they arrive at work.

2. Recommendations based on Suppliers linked to the order, are not yet supported in the Timeline.