Campaign or no campaign?

Typically, you work on schedules for a specific campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. and scheduling period. Alternatively, you can view and do manual updates for all schedules across all campaigns by not selecting a campaign. This view is called No Campaign mode.

Depending on your specific business needs, you can work in either campaign mode Mode of working in WFM where you work on schedules for a specific campaign and scheduling period. or No Campaign mode. When you want to optimize shift Work period in WFM that has a definite length. placements in the schedule after you create a campaign and scheduling period, it is recommended to work in campaign mode. If you have not yet created campaigns and scheduling periods, you can work in No Campaign mode.

When you create a shift in No Campaign mode, the shift is automatically added to the appropriate scheduling period and campaign. If a user creates a shift that has no relevant scheduling period that it can be added to, then it remains unassigned. However, if an appropriate scheduling period is then created in the future, the shift is then automatically added to this scheduling period.

When you select a campaign and scheduling period, all calendar features are available. You do most of your work in this mode. In No Campaign mode, you can see schedules from all campaigns at once, and also schedules not associated with any campaigns. This mode is useful for managers who only have access to editing schedules for employees in their specific organizations, but not to the entire campaign. For this reason, it is a flexible viewing and editing mode. However, there are specific features that are not available in this mode.

Limited functionality in No campaign mode

Note the following while working in No Campaign mode:

Example: Hours of operation based on organization of employee in no campaign mode

  • Joe Smith works for an organization where the hours of operation are from 7:00 AM - 6:00 PM.

  • Carly Brown works for an organization where the hours of operation are from 5:00 AM - 9:00 PM.

  • In No Campaign mode:

    • Joe's schedule shows that the hours from midnight - 7:00 AM and 6:00 PM - midnight are blocked out.

    • Carly's schedule shows that the hours from midnight - 5:00 AM and 9:00 PM -midnight are blocked out.

Select campaign data for schedules

Select no campaign for schedules