Create a project rule for a scheduling period

Create a project rule exception for a specific scheduling period only. A project rule defines the length of time and time period in which you want employees to perform a project activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule.. Use project work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees. when you have flexibility about when the work is done and who does the work. In this way, they are similar to flexible shift Work period in WFM that has a definite length. events.

Procedure 

1. Go to Forecasting and Scheduling. Under Work Rules, select Project Rules.

2. From the Campaign Name column, expand the campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. and select the scheduling period for which you want to create a project rule.

3. Select Create.

4. From the Activity field, select one of the project activities you defined.

5. From Start Times, select the cell in the grid that represents the start time of the shift:

   1. Select the day of the week for which you want to define the start time of the project work.

   2. Select the cell or cells representing the start times in the grid for the selected day.

   Setting a range of start times gives the scheduling engine more flexibility in creating an optimal schedule that matches your service level Set percentage of interactions in WFM that are handled in a defined unit of time. and employee availability.

6. When you have completed the remaining fields for the project rule, select Save.

Related topics 

Fields for scheduling period project rules