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Configure allocation rules

Goal

View the rule sets the allocation engine uses, and (for editors) create or adjust a rule set's hard and soft rules.

Who can do this

  • View: anyone with allocation_rule.read — Planner, Manager, Supervisor, HR Administrator, Viewer, System Administrator.
  • Edit (create/change rule sets): allocation_rule.write — System Administrator and HR Administrator only. (A Planner can run the engine but cannot edit rule sets.)

Before you start

  • Understand the difference between hard rules (gate — disqualify a candidate) and soft rules (score 0–100). See Allocation rules.

Steps

  1. Open Allocation Rules (/admin/allocation-rules).
  2. Review the rule sets. The default set, ARS_DEFAULT (Standard Allocation), holds 7 hard + 7 soft = 14 rules — this is the set runs use unless another is chosen.
  3. To edit (admin/HR only): open a rule set and adjust its rules — severity, weight (soft only), priority order, parameters, and effective window.

The Allocation Rules screen — rule sets with ARS_DEFAULT showing 7 hard, 7 soft, 14 total.

What the system does

Each business unit has exactly one default rule set. At run time the engine evaluates every candidate against the set: hard rules first (first failure short-circuits), then soft rules are blended into a weighted ranking score. All 7 hard and all 7 soft rules are live — not "cert-expiry only".

What can block you

  • No edit access: if you only have allocation_rule.read, the create/edit controls won't be available — that's by design.
  • The UI shows the outcome, not the full reasoning. Per-rule hard-fail reasons appear only in the admin/debug candidate view (finding F6); equalization tier labels (Below/At/Above) aren't shown on the candidate card at all (finding F8). See Rosters & allocation runs.