Bulk delete multiple components

You can bulk delete selected scheduling components from schedules for specific employees and dates in campaign mode Mode of working in WFM where you work on schedules for a specific campaign and scheduling period.. This option allows you to delete multiple components for one or more employees simultaneously, based on a series of parameters.

Before you begin 

Select campaign data for schedules

The Bulk Delete option is available in campaign mode only. It is not available in No Campaign mode.

Procedure 

  1. From the calendar, determine the components you want to delete, and for which dates and employees.

  2. From the left pane Employees filter, select the employees for whom you want to delete components, and select Apply.

    The selected employees appear on the calendar. You can only delete components for employees who appear on the calendar.

  3. From the calendar, select the employees for whom you want to delete components.

  4. From Home, select Bulk Delete.

  5. From Employees on the right side of the screen, select the employees for whom you want to delete components.

    The employees you selected from the calendar are already selected. You can change this selection, as needed.

  6. From Dates, select the date range for which you want to delete components:

    • To delete components for the current scheduling period, select Current scheduling period.

    • To delete components for specific days and times, select Custom. In the Start and End fields, enter the dates and times accordingly.

  7. From Components to delete, select to delete shifts with OT extensions, OT extensions only, or project rule events.

  8. Select Delete.

    Once you select to delete the selected components, they will be permanently removed, and you will not be able to undo this action.

  9. At the prompt, select Yes to delete the selected components permanently.

Bulk Delete parameters

Deleting components in WFM

Delete single assignment, instance or series