Workforce Domain - Visual Workflows

Overview#

This document provides visual workflow diagrams for the Workforce Management domain, illustrating the key processes, status flows, and organizational structures that govern workforce operations.

Employee Status Flow#

Employees move through three primary status states that control their eligibility for scheduling and assignment:

• Active - Employee is eligible for scheduling and shift assignments
• Inactive - Employee is temporarily or permanently unavailable
• Suspended - Employee access is restricted pending review

Shift Assignment Workflow#

Shift assignments originate from three sources and progress through a standard lifecycle:

1. Assignment Sources - Shifts can be assigned manually by supervisors, generated automatically by the scheduling engine, or imported from external systems.
2. Status Progression - Assignments move from Assigned to Accepted or Declined, with Accepted assignments progressing to Completed at shift end.

Fatigue Risk Assessment#

The fatigue monitoring system evaluates multiple factors to determine employee risk levels:

• Input Factors - Hours worked in 24h, 7d, and 14d windows; rest since last shift; consecutive work days; night shifts; split shifts; and callback frequency.
• Risk Levels - Calculated risk is classified as Low, Moderate, High, or Critical, with Critical levels blocking further assignments unless explicitly overridden.

Grievance Resolution Process#

Grievances follow a structured multi-step workflow:

1. Filing - Grievance is filed with incident details and remedy sought
2. Review - Evidence is collected and reviewed
3. Mediation - Parties negotiate resolution
4. Arbitration - Formal hearing if mediation fails
5. Resolution - Resolved in favor of employee, employer, or settled; may also be withdrawn at any stage

Compensatory Time Banking#

Comp time flows through five transaction types that affect the employee balance:

• Accrual - Hours earned from overtime, callbacks, or other qualifying events
• Usage - Hours consumed for approved time off
• Payout - Hours converted to cash payment
• Adjustment - Manual corrections by administrators
• Expiration - Automatic removal of expired hours

Policy Evaluation#

The policy enforcement system operates through a structured hierarchy:

1. Policy Packs - Region-specific compliance rule sets with versions and effective dates
2. Policy Rules - Individual rules within packs classified as hard (blocking) or soft (warning)
3. Evaluation - Schedule assignments are checked against applicable rules
4. Results - Each evaluation produces pass or violation results with detailed explanations

Schedule Lifecycle#

Schedules progress through three states before becoming operational:

• Draft - Schedule is editable, shifts can be added and modified
• Review - Schedule is pending approval, changes are restricted
• Published - Schedule is locked and active, shifts are visible to employees

Availability States#

Employee availability can be set to four states that control scheduling:

• Available - Ready for shift assignment
• Unavailable - Cannot be assigned (personal reasons)
• On Leave - Extended absence (vacation, medical, jury duty)
• On Call - Standby status, available for callback

Last Reviewed: 2026-02-05