WFM: Prepare for Scheduling
Before you create a schedule, confirm that the background information on which the schedule is based is accurate and make updates as needed.
Step 1: Options
Click File > Options to confirm or update these settings.
¨ Organization hierarchy
¨ Expand the Contract menu and confirm that these are accurate:
¨ Contract schedules
¨ Part-time percentages
¨ Expand the Scheduling menu and confirm that these are accurate:
¨ Days off
¨ Shift categories
¨ Workflow control sets
Step 2: Forecasts
Confirm or update these settings in the Forecasts module.
¨ Skills (click Prepare Skill and Properties for information about the skill)
¨ Workloads (click Prepare Workload and Properties for information about the workload)
¨ Workload day templates (click Prepare Workload > Workload day templates)
Step 3: Shifts
Confirm or update these settings in the Shifts module.
¨ Shift bags (click the Bags tab)
¨ Rule sets
Step 4: People
Confirm or update these settings in the People module.
¨ Add new agents
¨ Confirm that these settings are correct for all agents:
¨ Work week starts on
¨ Workflow control set
¨ Person periods (click the Person Periods tab)
¨ Shift bag
¨ Schedule period (click the Schedule Periods tab)
¨ Shift category limitations
¨ Rotations (click the Rotations tab)
¨ Availability (click the Person Availability tab)