Configure a List Plan

Review List Plan concept and reference topics.

To open or configure a new List Plan:

  1. Go to Setup > Rules > List Plan
  2. Click a List Plan to edit or click Add to create a new List Plan.
  3. In General, enter a Name for the List Plan. Select the Execution Context for this List Plan. The remaining information is optional.
  4. In Default List Chain, select a List Chain. If you have multiple List Chains to add in this List Plan, select the List Chain that spans the farthest time in the future as your default.
  5. To override the Default List Chain, click Add.The overriding List Chains must be in sequential order starting from the nearest in time at the top and down to the farthest in time. The List Plan evaluates each Lists sequentially starting from the top. Use the icon that looks like an up down arrow to move the selected List Chain.

    All overriding List Chains in a List Plan require a Condition to turn ON or trigger on the Roster when filling vacancies on the target date.

  6. Complete any additional configuration.
  7. Click Save.

Assign this new List Plan in Setup > Organizations... to every Position that follows this List Plan’s staffing strategy.

Parent topic: Setup Rules