Assign work rules to employees for a scheduling period

Assign work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees. to employees for a specific scheduling period only. These rules and parameters determine how an employee is scheduled.

Before you begin

Define all relevant work rules - see Workflow: Set up work rules

You can only add pooling rules, assignment rules, and rotations to a work rule assignment on an organizational level for all campaigns (done using the User Management Module that an administrator uses to create a profile for each employee in their organization. module). You cannot assign these rules to employees for a specific scheduling period only (done using the Forecasting and Scheduling module).

Procedure

Go to Forecasting and Scheduling. Under Employees, select Work Rules.
From the left pane Campaign and Period fields, select the campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. and scheduling period for which you want to assign work rules to employees.
Set the filters to display the employees for which you want to assign work rules, and select one or more employees.

The Work Rules Assignment screen lists the current work rules assigned to the selected employees.
Select the employee or multiple employees for which you want to assign work rules:
- To assign work rules to one individual employee, select the employee.
- To assign the same work rules to specific multiple employees, select the ones you want and select View.
- To assign the same work rules to all displayed employees, select Select All.
  
  If you select multiple employees: Only the fields for which all employees have the same value display a value. Fields with a different value for different employees are marked with an asterisk (*).
On the Work Rules Assignment screen, define the Hours and the Required Pay Period Hours for the selected employees.
To add work patterns:
1. Expand Work Patterns and select Add.
2. From the Work Pattern screen, select the work patterns you want to add to the work rules assignment and select Add Selected Work Patterns.
  
  The selected work patterns are added to the work rule assignment.
3. To enter start and end effective dates each work pattern Set of shifts in WFM (usually a weekly set of shifts) that are assigned to employees. A work pattern typically includes one or more shifts and possible days off for one week., select next to Start Date / End Date.
  
  The system displays a history of the work pattern assignment to the employee. The history includes the dates the work pattern was assigned, and the settings for those time periods.
4. For the current work pattern assignment, enter effective dates and preferences on the bottom half of the Work Pattern screen, and select Set.
  
  You can also set a preference for the work pattern on the Work Rules Assignment screen, if needed.
Review all assigned work rules to the selected employees, and make any required updates.
Select Save.

The work rules are updated for the employees for the selected scheduling period only.