Create a work pattern for a scheduling period

Create a 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. exception for a specific scheduling period only. A work pattern includes one or more shifts and possible days off for one week. The scheduling engine can only schedule employees who have at least one weekly or monthly work pattern assigned to them. Only work patterns, not individual shifts, are assigned to employees.

One or more work patterns can be assigned to an employee. However, the scheduling engine selects only one work pattern to use for the entire week. It does not switch from one work pattern to another during the same week.

To create a work pattern on an organizational level for all campaigns, go to Work Administration. Under Work Rules, select Work Patterns.

Procedure 

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

  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 work pattern.

  3. Select Create.

  4. On the Work Patterns screen, complete the fields.

  5. To add shifts to the work pattern:

    1. Under Work Days / Consistency > Shift, select Add.

    2. From the Shift Details screen, select the shifts you want to add to the work pattern and select Add Selected Shifts.

      The selected shifts are added to the work pattern.

  6. To define the consistency of shift Work period in WFM that has a definite length. start times for all or specific days in the work pattern:

    1. Expand the shift.

    2. Determine which days you want the shifts to start at the same times.

    3. For those specific days, select the same value from the drop-down list of integers of 1-7.

      For example, if you want Monday and Thursday to start the shift at the same time, select 3 for both Monday and Thursday. (The 3 value just defines a specific start time group. You can select any value here, as long as it is the same value for both days.)

  7. To ensure that the shift events start at the same times for the shift start time groups you created, select Consistent Shift Events for the relevant shifts. This setting only refers to the same shift events within the shift.

  8. To add Voluntary Time Off (VTO) events to the work pattern:

    1. Under VTO Events, select Add.

    2. From the VTO Events screen, select the VTO events you want to add to the work pattern and select Add Selected VTO Events.

      The selected VTO events are added to the work pattern.

    3. From Start Times, set the recommended start time of each VTO event Voluntary Time Off (VTO) event in WFM, which can be added at the beginning or end of a shift to reduce employee work time..

  9. To add Overtime (OT) extensions to the work pattern:

    1. Under OT Extension, select Add.

    2. From the OT Extension screen, select the OT extension Overtime (OT) extension in WFM, which can be added before or after a shift to extend employee work time. you want to add to the work pattern and select Add Selected OT Extensions.

      The selected OT extensions are added to the work pattern.

    3. From Start Times, set the recommended start time of each OT extension.

  10. When you have completed all fields on the Work Patterns screen, select Save.

    The new work pattern appears on the Work Patterns screen. To view the defined shifts, VTO events and OT extensions, select the arrow next to the work pattern name to expand the view.

Fields for scheduling period work patterns

Examples: Days off and consistency start time settings

Monthly scheduling