Scheduling Rule and Coverage Audit

Purpose

Check schedule rules, staffing coverage, transfers, open shifts, and employee visibility.

How to use this checklist

Run this review with a system administrator, payroll/timekeeping owner, operational manager, and reporting or integration owner. Mark each item Pass, Needs Work, or Not Applicable and capture evidence.

Checklist

• [ ] Schedule periods and planning horizons are correct
• [ ] Shift templates and patterns match operational standards
• [ ] Coverage requirements reflect current departments and skills
• [ ] Open shift rules target the correct eligible employees
• [ ] Transfers use valid jobs, locations, and work rules
• [ ] Overtime and rest-rule warnings are enabled where required
• [ ] Published schedules are visible through the correct tiles
• [ ] Schedule edits are traceable and manager responsibilities are defined

Minimum evidence to retain

• Screenshot or export of the applicable configuration.
• Test employee, test date, expected result, and actual result.
• Named owner and due date for every failed item.
• Approval showing the business owner accepted the final result.

Stop and escalate when

A failed control could affect payroll, employee access, compliance, or a closed pay period. Do not use production edits as the first test.