During the process of Allocation which we looked at in the previous article, we showed that when helping you choose a worker for an Uncovered Visit the system ranks the Workers it finds based on a score.
This score is the result of a number of different Rostering Checks that the system does when you click the Allocate button. The simplest way to think of this is essentially as a points based system. You can set a number of different criteria and the system scores the workers accordingly. The more points the Worker has, the more suitable they are to perform the Visit.
You can also configure the weighting of each criteria. So for example if the Worker having previous contact with a Client is more important to you than how far away they are from them you can adjust the weighting to show this. In other words, they’ll get more points for having previous contact than they will for living close.
By default, checks for Availability (does the Worker have a Shift), Previous Visits and whether Exclusions are in place are already on the system. This article aim to outline other Checks which you can add and how to adjust the weighting accordingly.
Doing this should mean that the Worker that most encompasses your company values and the way you wish to operate is at the top of the list more often than not.
- [Once logged into the system (using supplied credentials if a new project), navigate to Settings > Rostering Checks.
- In the Checks window at the top of the screen you will see the current checks that are in place. To add another, click the Add button
- Choose the Check you wish to add from the list that appears and click OK
- To amend the weighting of the Check, click into the Weight column and type in a new value.
- The check will now be in place whenever you attempt to allocate a visit
Note: The list of checks you can make is as follows:
- Client Exclusion
- Postcode Exclusion
- Worker Active
- Worker Availability
- Worker Availability classic
- Previous visits
- Contracted Hours
- Worker Category
- Travel Distance
- Closest to Previous Visit
- Worker Skill Matching
- Worker Check Enforcement Check
- Personal Attribute and Preference Rostering Check
- Client/Worker Language Rostering Check
- Location Previous visits
- Maximum Allowed Allocated Hours
- Worker – Worker Preferences
- Contracted Hours Distinct Location
- Multiple Client Location Compatibility
- Postcode Exclusion and Travel Distance
- Worker Location Preference
- Pay Amount
Please download this handy document for more information on weighting your checks appropriately.
In a nutshell some Checks work on a yes/no basis (such as Exclusions – does the system Exclude or not) in which case the weight only needs to be 1 or 0. In other cases higher values equate to more ‘points’ in the overall worker score.
When these individual checks are performed a worker is given a score for each check, the score a worker has received from a check is then multiplied by the weighting for the check causing the worker to receive higher points and appear as a more suitable worker for allocation. For example if a worker scores 8 for a specific check and the check’s weighting is set as 10, the worker will received 8*10 = 80 points towards their allocation suitability. If however the weighting is set to 1000 then the worker will receive 8*1000 = 8000 points and will be listed as a highly suitable worker.