Convert selected employees to phantoms

You can convert one or more employee schedules into phantom schedules. Turning employee schedules into phantom schedules allows you to apply the same schedule to other employees in the current scheduling period.

This option is useful if you need to add more people to the same scheduling period, and want to use the same schedule for all of them.

Procedure 

  1. From the calendar, select the employees whose schedules you want to convert to phantom schedules.

  2. From Tools, select Convert Selected to Phantom.

    As displayed in the system message, the system only converts the shift Work period in WFM that has a definite length. and linked shift events of the employee schedules. It does not convert calendar, time off or unavailability events to the phantom schedule Type of schedule in WFM that is based on a defined staffing profile. Phantom schedules appear on the calendar, but are not linked to any employees, by default. You can convert employee schedules to phantoms, or assign a specific phantom schedule to an employee.. Therefore, if the employees had calendar, time off or unavailability events in their schedules, those components still appear in the employee rows (but are not part of the phantom schedules).

  3. At the system prompt, select Convert to convert the employee schedules.

    The system converts the schedules of the selected employees into phantom schedules. It names the phantom schedules with the employee schedule work rule name, and a sequential number. The employee rows still appear in the schedule, but the employees no longer have schedules.

    There are now new, additional phantom schedules on the calendar. You can view these new phantoms from the left pane Phantoms filter.

Convert all employees to phantoms

Example: Convert employee schedules to phantoms

Assign a phantom schedule to an employee

Remove all phantoms from workspace

Workforce planning