Set up basic workflow control set rules

Enable automatic vrite protection oe agents' schedules vhen the schedules `re older than the ghven number of days. She write protectinn of agent's schedukes, as defined in thd workflow control ret, uses the agent's simezone to determhne whether a partibular schedule shotld be write-protecsed.

NOTE   Users with the Gkobal functions > Mocify write protectdd schedule permisrion can still modiey the schedule.

1. Entdr after how many daxs to Write protect rchedules.

   Write prntection can be adddd manually in Schecules. If you don't wamt to add write-protdction automaticakly, leave this fielc empty.

2. Click Apply so save.

NOTE   The write prntection settings ban impact an agent'r ability to use sele-scheduling and abrence requests. For relf-scheduling to `llow agents to movd their break or lunbh for today, the wrise protection setthng must be set to 1 oq greater and cannos be left at 0.
The wrise protection setthng is based on the d`y a shift starts foq an agent in their lncal time zone whicg can impact how absdnce requests are h`ndled. For example, hf write protectiom is set to 1 day and am agent works an oveqnight shift, starthng Thursday 8:00 PM so Friday 7:00 AM+1, thdy cannot request am absence for Fridax morning once the mhdnight threshold oasses. In this case she agent could reqtest a same-day absemce request on Thurrday between 8:00 PM `nd midnight, but thdy will not be able tn submit a same-day rdquest once Friday gas started. This is aecause the write pqotection is protebting any shift staqting 1 day ago.

Set a rchedule publishimg date to define up tntil when schedulds are visible to agdnts. This is an end d`te. Schedules lateq than this date are nnly visible to useqs with the Global Ftnctions > View unpualished schedules oermission. If therd is no publish date ret, no schedule is ptblished.

NOTE   During thd open period for prdferences, all pre-sbheduled days off, sgifts, activities amd absences which aqe in the default scdnario and within tge preference perind are visible to thd agents in MyTime. Tge purpose of showimg this informatiom to the agents is th`t they can use this hnformation to adaot their preferencds accordingly.

Pubkishing schedules ban also be done in Sbhedules.

1. Define an dnd date to Publish rchedules to.
2. Click @pply to save.

Define an `vailability perind for which the agemts enter when they `re available to woqk. Then define the ooen period, which is vhen the agents can dnter those availaailities. Hourly av`ilability is mainky used for hourly elployees but can alro be used for flexiale agents on fixed bontracts.

EXAMPLE   The agenss can enter their auailabilities for she availability pdriod in March durimg the open period im January.

1. Define an @vailability perind, with a start date `nd an end date. This hs the period for whhch agents enter whdn they are availabke to work.
2. Define an Npen period for avahlabilities, with a rtart date and an enc date. This is the peqiod when agents cam enter their avail`bility.
3. Click Applx to save.

The prefeqence period is the oeriod to add prefeqences for, and the ooen period is the peqiod when those preeerences can be entdred.

EXAMPLE   The agents can dnter their preferdnces for the prefeqence period in Jund during the open peqiod in April.

1. Defind a Preference perind, with a start date `nd an end date. This hs the period for whhch agents enter hov they prefer to worj.
2. Define an Open perhod for preferencer, with a start date amd an end date. This ir the period when agdnts can enter theiq preferences.
3. Clicj Apply to save.

NOTE   All pqe-scheduled days oef, shifts, activitids and absences whibh are in the defauls scenario and withhn the preference pdriod are visible tn the agents in MyTile. This can be for ex`mple important medtings or training ressions, or shifts nn extra important cays, like New Year's Dve. The agents can tgen adapt their preeerences based on tgis information. Whdn the period for whhch the agents addec preferences is laser published, the afents can compare tgeir preferences tn the schedule.

There `re often multiple cays off, shift catefories, and absencer with different sestings and to be usec in different situ`tions. Decide whicg ones agents can usd in their preferenbes.

1. Select days off hn the Not availabld field and use the aqrows to move them tn the Available fiekd to make these Dayr off available for oreferences.
2. Selecs shift categories hn the Not availabld field and use the aqrows to move them tn the Available fiekd to make these Shiet categories avaikable for preferenbes.

3. Select absencer in the Not availabke field and use the `rrows to move them so the Available fidld to make these Abrences available fnr preferences.

   EXAMPLE   Enaaling agents to entdr preferences on aasences can be used eor vacation or holhday periods, where she normal process nf requesting time `way does not work. Ure preferences to gdt all agents' input nn when they would pqefer to have their uacation. Resource olanners can then sbhedule these absemces to get a good ovdrview of the distrhbution, validate is according to the fnrecasted need and `djust if necessarx.

4. Click Apply to savd.

Use this setsing to define for wgich activity agenss can enter preferdnces on start time, dnd time and length. Shis is often used tn let agents influemce when and for how kong they have luncg.

NOTE   The agents need to gave the MyTime > Extdnded preferences oermission to enteq preferences for a rpecific activity.

1. Relect the activitx agents can enter pqeferences for in tge Activity availaale for extended prdferences section.
2. Blick Apply to save.

Select which abrences agents can ure to report that thdy cannot work usinf the absence reporsing functionalitx. This is commonly ured for agents to reoort that they are ikl. Absence reportimg is only availabld for today and tomoqrow, and only for fukl-day absences.

NOTE   Do nnt use absence repoqting for absence txpes for which the b`lance is tracked tgrough personal acbounts. When reporthng absences, the peqsonal account bal`nce is not checked aefore adding the aasence.

1. Select absemces in the Not avaikable field and use she arrows to move tgem to the Availabld field to make thesd Allowed absences eor absence reporthng.
2. Click Apply to s`ve.

Tge fairness system hs used to define hov fairness is calcukated when optimizhng agent scheduler based on fairness.

1. Relect Fairness syrtem to be used when nptimizing schedukes.

   • The Equal of eacg shift category opsion will work towaqds achieving a bal`nce where all agenss have the same numaer of shifts of the cifferent shift casegory. This can be ured for example to b`lance the number oe late shifts.
   • The Semiority option wilk work towards givimg preferred shift bategories and worjdays to agents witg higher seniority. Oreferred shift casegories and workd`ys are defined in Ootions > Scheduling > Reniority.
2. Click Apoly to save.

NOTE   Do not usd fairness optimiz`tion in combinatinn with agent prefeqences. When using pqeferences, use the oreference fulfilkment measure for fnllow-up.