Workflow: Generate monthly schedules

Generating monthly schedules is similar to generating weekly schedules, with some processes that are unique to monthly scheduling Optional licensed feature in WFM that allows generating schedules that cover a time period from the first to the last day of a calendar month, instead of one or multiple weeks..

Before you begin 

Enable the monthly scheduling feature:

1. Go to System Management Module that allows performing suite-wide system management activities from a single, Web-based application, the Enterprise Manager.. Under Licensing Management, select System Licensing.

2. Under WFM - Workforce Management, select the Monthly Forecast Feature in WFM used to estimate the required resources for a specific scheduling period based on historical data. The data in a forecast includes interaction and work volume, and Average Handling Time (AHT). and Rules license and select Save.

Workflow 

1. Create monthly work patterns and assign to employees

   To support monthly scheduling, create monthly work patterns and assign to the relevant employees.

2. Create monthly assignment rules and assign to employees

   Use monthly assignment rules to support complex scheduling needs. You can create 28, 29, 30, or 31-day month assignment rules.

3. Set minimum and maximum monthly hours for employees

   Set minimum and maximum paid hours for employees on a monthly basis. To support the different number of work days each month, vary the number of hours by month.

4. Create monthly campaign and scheduling period

   Set up scheduling periods in monthly intervals. A monthly scheduling period can strongly support the enforcement of work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees. set up on a monthly basis. The monthly scheduling period can also be linked to monthly forecasts.

5. Create forecast for monthly schedules

   To connect to the monthly scheduling period, create a monthly forecast. Create the forecast based on monthly historical data.

6. Generate monthly schedule

   Generate a schedule for the monthly scheduling period. The scheduling engine only uses those monthly work patterns that match the number of days in the scheduling period. The correct alignment of the scheduling period and monthly work rules (work pattern Set of shifts in WFM (usually a weekly set of shifts) that are assigned to employees. A work pattern typically includes one or more shifts and possible days off for one week. and assignment rules) produces more accurate schedule results.

Related topics 

Monthly scheduling