---
title: "Create Schedule Criteria"
slug: "create-schedule-criteria"
updated: 2026-10-04T15:48:55Z
published: 2026-10-04T15:48:55Z
canonical: "help.workeasysoftware.com/create-schedule-criteria"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Schedule Criteria

**Audience:** Admins and managers who configure employee schedules.

**Learning outcome:** After reading this article, you’ll understand what schedule criteria are, how they are used, and how to create them in WorkEasy Software.

## Overview

Schedule criteria are the rules or attributes that determine how employees can be scheduled. Examples include **location**, **department**, **position**, or a custom field such as **skill** or **qualification**. Criteria define *where*, *what*, or *how* an employee is scheduled.

You can configure criteria with up to three levels (for example: Location > Department > Position) to create more precise scheduling options.

## Before you begin

You must create at least one schedule criteria before you can build a [schedule plan](/docs/create-schedule-plans). Criteria are a required building block for all plans.

## Create schedule criteria

1. Go to **Global Settings** > **Scheduling** > **Schedule Criteria**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(903).png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A13%3A28Z&se=2026-11-01T16%3A13%3A28Z&sr=c&sp=r&sig=lURRyFW9Che0Z%2F6j%2B3y0IPUC39VbotWPJTIXY8YlPUc%3D)
2. Click **Add**, enter a **Name**, and select the appropriate **Criteria Field**.
3. Click **Save**. ![](https://7523197.fs1.hubspotusercontent-na1.net/hubfs/7523197/image-png-Jan-14-2025-03-51-17-3118-PM.png)

After saving, you can edit or archive the schedule criteria at any time.

> If you have questions, call us at (888) 783-1493, email [support@workeasysoftware.com](mailto:support@workeasysoftware.com), or [submit a ticket](https://www.workeasysoftware.com/resources/submit-a-ticket).