Generate a schedule with OT and VTO scheduling options

Generate a schedule using the OT extensions and VTO events you created to accommodate your revised active forecast.

Before you begin

Set preferences for OT and VTO for each employee

Procedure 

  1. Go to Forecasting and Scheduling. Under Calendar, select Calendar.

  2. From the left pane filters, select the relevant campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. and scheduling period.

  3. From Home, select Generate Schedule.

  4. On the Scheduling tab under Assignments, select OT extensions and VTO events, and the relevant parameters for each.

  5. Select Generate.

    The system generates the schedule based on the OT and VTO parameters you specified.

You can also manually add OT extensions or VTO events to a schedule after it is generated:

Generate the schedule automatically

Generate Schedule settings

Shift assignment settings

Make an employee absent for a shift