Editing the calendar manually

Manually editing the schedule allows you to add components to the schedule that the scheduling engine does not add automatically from the Generate Schedule option. You can also edit attributes for existing scheduling components.

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You can add and edit shift Work period in WFM that has a definite length. assignments, shift events, calendar events, time-off events, unavailability events, and classes. When adding events, you can add them as single instances, or set up recurring events. To define possible dates and times for calendar events, define them as floating. When you generate the schedule, the scheduling engine then determines the best time to schedule these calendar events.

If another schedule is being generated for another user in campaign mode Mode of working in WFM where you work on schedules for a specific campaign and scheduling period. using the same employees and overlapping dates, you cannot edit the schedule.

Types of events on the schedule

You can schedule different types of events manually on the calendar.

Type of event	Description	Examples
Single instance	Events that occur on a one-time basis. These events can include calendar, time off, and unavailability events, and custom shifts and shift events. NOTE: You can also create recurring events for calendar, time off and unavailability events.	One-time only HR training Semantic Intelligence (Si) process in Speech Analytics in which the system implements machine learning-based methods to extract and surface ontology-related items found in a sampling of transcribed interactions. session on Tuesday from 9:00 -noon. Special, one-time only supervisor meeting
Recurring events	Events that occur more than once on a fixed schedule.	Team meeting that occurs every Monday, Wednesday, and Friday morning from 9:00-9:30 AM every week.
Floating events	Calendar events for which you define possible days and times for the events to occur. Floating events are useful when you need to schedule calendar events that can be scheduled on a variety of days and times, but you prefer the scheduling engine to optimize the event scheduling. When you generate the schedule, the scheduling engine schedules the event at an optimal time within the specified date and time range.	A 30-minute coaching session that can occur anytime between 10:00 AM and noon on Wednesday, or between 9:00 AM and 11:00 AM on Friday.
Recurring floating events	Calendar events that occur more than once within a defined range of possible times.	A 30-minute coaching session that can occur anytime between 10:00 and noon on Wednesday, or between 9:00 AM and 11:00 AM on Friday every week.
Unavailability events	Events that indicate when an employee is unavailable for scheduling. The scheduling engine does not schedule a shift that overlaps with an unavailability event Scheduled event in WFM that indicates an employee is unavailable for scheduling. The scheduling engine does not schedule a shift that overlaps with an unavailability event.. Further, you cannot manually edit a shift or an unavailability event so that they overlap.	An employee has a medical appointment at 1:00 on Friday, and can return to work at 3:30 PM. The unavailability event is scheduled from 1:00-3:30 PM on Friday. An employee has to leave at 4:00 PM every day to pick up a child from day care. The unavailability event is scheduled from 4:00 until closing.
Time off events	Events used to plan and track planned time off for employees. To avoid the approval process associated with time-off requests made through the time-off management functionality, create time-off events directly in the calendar.	Vacation Sick Jury Duty Medical
Classes	Calendar events that serve as coaching or training sessions for selected employees. You can create classes for a specific date and time range, and for specific employees. You can also specify the minimum and maximum number of sessions and attendees for each class.	Any coaching or training session