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Planning validation rules: min/max workdays in a defined period

Cescia Vanhout avatar
Written by Cescia Vanhout
Updated yesterday

This validation rule ensures that no employee is scheduled for more or fewer days allowed within a specific timeframe, you can also choose to only validate consecutive days. The rule can apply to daily, weekly, or monthly timeframes.

Set up the rule as follows:

  • Go to Management in the main menu and click on Settings

  • Select Planning Validation Rules

  • Click the green Add button in the top-right corner

  • Choose the rule Min/Max work days in a defined period

  • Click Next

  • Add a title and description, and select the employee statuses to which the rule should apply

  • Fill in the desired parameters:

    Minimum/Maximum
    Choose whether you want to set a minimum required number of days or a maximum allowed number of days within the selected period.

    Min/Max Days
    Enter the exact number of working days that should serve as the threshold for validation.

    Consecutive
    Indicate whether the rule should apply only to consecutive working days. Useful, for example, if you want to prevent someone from working 7 days in a row.

    Amount
    Specify how many days, weeks, or months the rule should cover (e.g. 1 week or 2 months).

    Timeframe
    Select whether the rule should apply on a daily, weekly, or monthly basis.

  • Click Add to save the rule.

Once the validation rule is activated, you will automatically receive a warning.

These warnings will appear:

📩 When sending the planning

🔔 Via the notification bell at the top of the planning page

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