Deleting components in WFM
Depending on the component you delete in the WFM application, the system handles the deletion differently. Specific components are deleted immediately from the database. Other components are not removed from the database, but are inactive from a specified date.
Components deleted immediately from the database
These components are deleted immediately and completely from the database:
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Campaigns
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Scheduling periods
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Organization link to scheduling period
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Queue link to a scheduling period (automatically deletes the forecast for the queue Entity that represents demand in WFM. Queues help predict workload by multiplying the volume of customer interactions by their expected handling time.)
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Queues (queues are deleted in the Integration Server)
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Shift event link to a shift Work period in WFM that has a definite length.
Components deleted by inactivating them from a selected date
The following components are deleted by inactivating them from a specified date:
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Shifts
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Shift events
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Work patterns
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Employees (by setting an end date)
When you delete these components, they are not removed from the database and they are not automatically unlinked from any other components.
If you are viewing the application in a time frame before the deletion occurred, you can see the component that you deleted. For example, if you delete a shift on 06/10/19 and view a scheduling period for 05/21/19, you can see the deleted shift.
If you are viewing the application in a time frame after the deletion occurred, you cannot see the deleted component. For a scheduling period, the time frame is any week after the deletion. For an organization, it is any day after the deletion occurs.
If the deleted component was associated with another component before the deletion, the system provides a visual cue. For example, a shift deleted on 04/23/19 is displayed in gray in any work patterns to which it was linked. It is not removed from that work pattern, but it is not scheduled.
Delete single assignment, instance or series
Bulk delete multiple components
Cleaning up scheduling components
Deleting an organization and employees (Workforce Optimization User Management Module that an administrator uses to create a profile for each employee in their organization. Guide)