Lock or unlock multiple components

You can bulk lock or unlock multiple components simultaneously. You can lock or unlock shifts, shift Work period in WFM that has a definite length. events, floating calendar events and class sessions, and project events for a specific time period.

Locking assignments is useful when you do not want to move the events when you reschedule. To give the scheduling engine the flexibility of moving events, unlock them.

To lock or unlock an individual component, select the component and select the Lock/Unlock icon from the details pane.

Bulk Lock / Unlock Employees and Poolers, not Phantoms

You can only bulk lock or unlock employee or pooler schedules, and not phantoms. Therefore, from the Employees filter, if you select Phantoms (with or without selecting Employees or Poolers), the Bulk Lock / Unlock menu option is not available.

In addition to not being able to bulk lock or unlock phantoms, you also cannot lock or unlock an individual 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..

Procedure

From Home, select Bulk Lock/Unlock.
From Dates, select the date range for which you want to lock or unlock scheduling components.
From Components, select the components you want to lock or unlock (including shifts, shift events, floating calendar events or project events).
Do one of the following:
- To lock the selected components, select Lock.
- To unlock the selected components, select Unlock.
  
  You cannot unlock non-standard shifts or shift events. If you want to unlock shifts or shift events that do not adhere to the work rule, you must update the assignments so that they re-adhere. You can then unlock them. You cannot unlock custom shifts that are not based on any work rule.