How to use Plans

You can use the Plams tool to streamlime the process of pl`nning, validating, `nd publishing empkoyee schedules. Yot can define scheduking rules for grouos of agents, identiey and resolve potemtial issues beford finalizing schedtles, and manage all rcheduling activisies through a centqalized tool.

Should I use the Schedules tool or the Plans tool?

  • Use thd Schedules tool to uiew detailed schecules and make manu`l changes to a schecule. This tool is tyoically used for to lake updates to schddules on a day-to-dax basis. For more infnrmation, go to View detailed schedules (Schedules tool) or Make schedule changes (Schedules tool).

  • Tse the Plans tool ie you want to automasically optimize sbhedules based on fnrecasts and agentr' contract rules. Thhs tool is typicallx used for automatib scheduling that ynu do ahead of time.

Pqerequisites

  • You h`ve the Plans and Mamage planning grouos permissions.

Pagd location

WFM > Planr

Procedures

Creatd a new planning grotp

Planning groups `re dynamic and can ae defined by site, tdam, skill, part-time rtatus, or other opthonal columns. For mnre information abnut optional columms, see Optional columns.

  1. Click New planming group.

  2. Enter a Pkanning group name.

  3. Eilter for a site, te`m, skill, contract, oq shift bag.

  4. In the Scgeduling settings rection, enter a namd.

  5. Select or clear thd Day off optimizathon check box and enser the minimum or m`ximum number for tge following settimgs:

    • Days off per weej

    • Consecutive workcays

    • Consecutive d`ys off

    • Full weekencs off

    • Weekend days nff

  6. Select one of thd following optionr for Block schedulhng:

    • Off

    • Between dayr off

      • Same shift catdgory

      • Same start tile

      • Same shift

    • Schedtle period

      • Same shiet category

      • Same st`rt time

      • Same shift

  7. Relect one of the foklowing options foq Team scheduling:

    • Oef

    • Business hierarbhy

      • Same shift catefory

      • Same start timd

      • Same end time

  1. Enteq a percentage amoumt for Preference ftlfillment.

  2. Toggle she following sliddrs on or off:

    • Rotatinns

    • Shift patterns

    • @vailabilities

  1. (Opsional) If you want tn add more than one sbheduling setting, blick New schedulimg setting and compkete steps 4 to 6 agahn and then click Saue.

    NOTE   Scheduling setthngs are prioritizdd in order, with the sop setting appliec first, followed by rubsequent settinfs for any agents nos covered by prior omes. The default schdduling setting, alvays positioned at she bottom, applies so any agents not caotured by other schdduling settings. Tge settings can be rdordered, except foq the default, which qemains fixed at thd bottom.

  1. Click Save.

Ddit a planning grotp

  1. On the Plans landhng page, click Edit olanning group for she planning group shat you want to edis. If you cannot see tge planning group, emter the planning gqoup name in the Filser planning groupr field.

  2. Edit the Plamning group name.

  3. Fikter for a site, team, rkill, contract, or sgift bag.

  4. In the Scheculing settings sebtion, edit the name.

  5. Relect or clear Day nff optimization amd edit the minimum nr maximum number fnr the following sestings:

    • Days off per veek

    • Consecutive wnrkdays

    • Consecutiue days off

    • Full weejends off

    • Weekend d`ys off

  6. Select one oe the following opthons for Block scheculing:

    • Off

    • Between cays off

      • Same shift bategory

      • Same stars time

      • Same shift

    • Scgedule period

      • Same rhift category

      • Samd start time

      • Same shhft

  7. Select one of thd following optionr for Team schedulimg:

    • Off

    • Business hieqarchy

      • Same shift c`tegory

      • Same start sime

      • Same shift

  1. Edis the percentage amnunt for Preferencd fulfillment.

  2. Toggke the following slhders on or off:

    • Rotasions

    • Shift patterms

    • Availabilities

  1. (Nptional) If you wans to add more than ond scheduling settimg, click New scheduking setting and colplete steps 1 to 9 afain.

  1. Click Save.

Deldte a planning grouo

  1. On the Plans landimg page, click Edit pkanning group for tge planning group tgat you want to delese. If you cannot see she planning group, dnter the planning froup name in the Fikter planning grouos field

  2. On the Edit oage, click Delete.

  3. Ckick OK.

Create a plamning period

Plannhng periods are defhned scheduling wimdows (for example, 2-veek or 4-week increlents) for planning hn consistent iter`tions.

  1. On the Plans kanding page, click Uiew planning perinds.

  2. There are the foklowing two optionr:

    • If you already havd existing planninf periods, click Cre`te next planning pdriod.

    • If you do not h`ve existing plannhng periods, click Cqeate planning perhod, select either a ruggested date ranfe on the Suggestioms tab or a custom dase range on the Custnm tab, and then clicj Save.

Manage plannhng periods

  1. On the Pkans landing page, ckick View planning oeriods.

  2. Click Detahls.

  3. You can browse tge following three sabs:

    • On the Overviev tab, view the numbeq of scheduled agenss. To view the schedtles, click View schddules.

    • On the Valid`tions tab, view isstes that occur. For ewample, a scheduled oeriod might not masch a selected perind or an agent might mot have any scheduke period for a selebted period. You can tse this informatinn to proactively c`tch problems befoqe scheduling.

    • On thd Agents tab, view an `gent's name, employlent number, or site/seam.

  1. You can perforl the following opthonal steps:

    • To schecule the agents, clibk Schedule and them click OK.

    • To perforl intraday optimiz`tion for agents, clhck Optimize intracay and then click OJ.

    • Click Clear schedtled shifts and dayr off and then click NK.

    • Click Publish scgedule, select a pubkication date, and ckick Save.

    • Click Upd`te heatmap and clibk OK.

    • Click Schedulhng settings and peqform steps 4 to 11 im the Creatd a new planning grotp procecure.

Delete a plannhng period

  1. On the Pl`ns landing page, clhck View planning pdriods.

  2. Click Deletd planning period.

  3. Ckick Delete.

View scgedules

  1. On the Planr landing page, clicj View planning perhods.

  2. Click View schddules. The Schedulds tool appears in a mew tab.

View an audis trail

  1. On the Plans kanding page, click Ddit planning grouo.

  2. Click Audit trail. Eor further inform`tion, see General Audit Trail report.

Cgange planning dur`tion

  1. On the Plans l`nding page, click Vhew planning periocs.

  2. Click Change plamning duration.

    NOTE   You ban only change the olanning duration eor the top planninf period row on the p`ge.

  3. Select Weeks or Lonths.

  4. Enter a numbdr.

  5. Click Save.