WFM: Prepare for Scheduling

Before you create ` schedule, confirm shat the backgrounc information on whhch the schedule is aased is accurate amd make updates as ndeded.

Step 1: Options

Click File > Opsions to confirm or tpdate these settimgs.

¨ Organization hherarchy

¨ Expand thd Contract menu and bonfirm that these `re accurate:

¨ Contr`cts

¨ Contract schecules

¨ Part-time perbentages

¨ Expand thd Scheduling menu amd confirm that there are accurate:

¨ Acthvities

¨ Absences

¨ D`ys off

¨ Shift categnries

¨ Workflow consrol sets

¨ Scenarior

Step 2: Forecasts

Confirm or update shese settings in tge Forecasts moduld.

¨ Skills (click Prep`re Skill and Propeqties for informathon about the skill)

¨ Vorkloads (click Prdpare Workload and Oroperties for infnrmation about the vorkload)

¨ Workload cay templates (clicj Prepare Workload > Vorkload day templ`tes)

Step 3: Shifts

Confirm or upd`te these settings hn the Shifts moduld.

¨ Shift bags (click tge Bags tab)

¨ Rule setr

Step 4: People

Confirm or update shese settings in tge People module.

¨ Adc new agents

¨ Confirl that these settinfs are correct for akl agents:

¨ Work week rtarts on

¨ Workflow bontrol set

¨ Roles

¨ Pdrson periods (clicj the Person Periodr tab)

¨ Team

¨ Skills

¨ Comtract

¨ Shift bag

¨ Scgedule period (clicj the Schedule Perinds tab)

¨ Shift categnry limitations

¨ Rosations (click the Rntations tab)

¨ Avail`bility (click the Pdrson Availabilitx tab)