About viewing the schedule

The WFM application provides the ability for users to control their view of the schedule.

When you generate the schedule, the system populates the calendar with shift Work period in WFM that has a definite length. assignments, shift events, and other scheduling components for the selected group of employees in the selected scheduling period.

Visually, the schedule is made up of rectangles of different colors and sizes. The color represents the activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule. associated with the component (defined in the Work Administration module). The length of the rectangle represents the duration of the component.

Example: Viewing a shift on the calendar

The details of a shift are the following:

The name (work rule) of the shift is Full-time, 8 hrs.
The activity is Immediate.
The activity defines the shift, which appears in a predefined color. The color for Immediate is defined as dark blue.
The shift is eight hours long.

Therefore, a long, dark blue rectangle spanning a duration of eight hours appears on the schedule. When you point to the shift, the shift name, activity, time frame, and duration appear.

Example: Viewing a shift event Time period in WFM when employees are scheduled for specific activities, other than the main shift activity. Shift events can either be productive or unproductive, and can be associated with activities such as Phone, Email, Break and Lunch. on the calendar

The details of a shift event are the following:

The name (work rule) of the shift event is Morning break, 1/2 hr.
The activity is Break.
The activity defines the shift event, which appears in a predefined color. The color for Break is defined as pink.
The shift event is one half hour.

Therefore, small, pink rectangles spanning an interval of 30 minutes appear for that shift within the dark blue rectangle.

A lock icon on a component indicates that a component is locked. The scheduling engine cannot move locked components during rescheduling.

View draft and published schedules, and adherence Measure used in Workforce Management (WFM) to determine how well an employee’s scheduled activities match their actual, real-time activities. data all in one place

Depending on user privileges, you can view draft and published schedules, and adherence data for each employee. You can expand and collapse employee rows to view all of this data, or just the first row (the draft schedule, by default). You can also select to view just the draft and published schedules, just adherence data, or all schedules and adherence data for all employees.

Zoom in and out of the schedule in hour, day, week or period views

You can view the schedule in different time resolutions - by hour, day, week or period. This allows you to see more details spanning a shorter period (Hours or Day views), and fewer details spanning a longer period (Week or Period views). You can also jump to a specific day in Hours or Day views, and to a specific week in Week view.

View employee rows in compact or standard views

You can increase or decrease the size of employee rows by selecting (or not selecting) to view the rows in Compact view. Compact view makes the rows smaller in size.

Show profile pictures of employees

You can decide to display or hide the employee pics next to the employee names on all rows by selecting Show profile picture. Even when this option is not selected, you can still view employee pictures on the details pane when you select components on the calendar.

View user and campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. time zones together

By default, you view schedule data in the time zone of the campaign. You can also select to view data in the defined time zone of the logged in user by selecting User time zone. This option displays both the campaign time zone and the user time Time axis in the system (also known as system time), where users can view time stamps automatically adjusted according to their own time zone and daylight saving time shifts, regardless of where the operation took place. zone in separate rows on the header of the schedule. When viewing the schedule in user time zone, assignments on the calendar and the cards on the details pane are displayed in the user time zone.

View up to five layers of scheduling components

You can see easily every layer on the schedule, including shift assignments and unavailability events, working and non-working shift events, calendar events and time off events. Layering allows you to see what is underlying the event, which makes it easier to assess whether the event needs to be deleted or moved. For adherence purposes, employees must adhere to the highest layer on their schedules.

Viewing schedules and adherence data

Note the following about viewing schedules and adherence data:

If you have already generated a schedule or added components manually for employees for this scheduling period, draft schedules are displayed for the relevant employees.
If you have already published a schedule for employees for this scheduling period, published schedules are displayed for the relevant employees.
If you have not yet generated or published a schedule for employees for this scheduling period (or added components manually on the calendar), only employee names and pictures are displayed in a list.
Adherence rows can be displayed for the relevant employees (named Primary, Adherence and Secondary, by default).