The Penalty area contains two sections to set penalties for non-acceptance of work, or set a probationary period, or set both.
* * Sometimes the Penalty tab is renamed to Probation when refusals are not tracked or probation makes better sense.* *
Penalties are also known as charge codes in this application, and typically used for non-acceptance of a work offer. For example, penalties are generally applied using charge codes for volunteering and then refusing or refusing X times, or simply not responding to an overtime offer. How charge codes or whether charge codes are used vary by customer.
Advance penalty settings are available to total hours before charging or to charge before the offer expires. Applying a charge can be as simple as a adding a charge type work code to authorized personnel or automatically applied by the system. Automatic charging of penalties is accomplished by associating a penalty to a particular List. For example, suppose a person signs up for overtime and then rejects the offer when called or not available to respond to the offer before it expired. The application is configured for this example to charge hours for rejecting that overtime offer from the Signup List. This application can automatically increments penalty hours when stored in the person's bucket, or insert a charge code by instance rather than hours. Depending on the configuration, even if the person has not been reached after the predefined number of contact attempts a penalty can be applied.
Person is not charged for offers made after the start time of the shift associated with the vacancy regardless of what penalty the List calls for.
Probationary periods are most commonly used to prevent work code usage or exclude a person from obtaining additional work assignments using signup, volunteer, or available work codes. Additionally, rules may be used to exclude personnel during their probationary period from obtaining overtime or sort them at the bottom of a List.
The penalty area is also used to do both - charge and automatically assign a probationary period.
For example, when a person volunteers for work and then refuses an opportunity or refuses x number of work opportunities in a given time period, that person is automatically placed on probation for x number of days and automatically excluded from receiving future work opportunities until their probationary period has elapsed.
In a time zone environment, a penalty acquires the start time of the time zone that initiated the penalty, it is possible for the duration of a penalty to extend or shorten when crossing time zones.