Create rotations

Create a rotation to schedule days off, shifts of certain shift categories or shifts with defined start or end times in a recurring pattern. The rotation pattern can extend over several weeks. Rotations are useful, for example, to schedule night shifts with day off directly after, as night shifts otherwise are difficult to schedule. They can also be useful to schedule agents to work weekends on a rotating schedule.

Create a rotation based on an agent's assigned time zone in the People module. When viewing schedules in the Schedules module, they will display the scheduler's time zone by default but you can change the view point.

Only specify the days in the rotation that are important and leave the other days. This leaves some flexibility for the automatic scheduling to schedule according to the resource need.

The rotations are assigned to agents in People, together with a date and a start week. The start week defines what week in the rotation that is the first week for a specific agent. This makes it possible to use the same rotation for example to schedule agents to work every third weekend, but for different weekends.

EXAMPLE   A four-week rotation is created. On the first 5 days of the rotation, working days with the night shift category are assigned. The same rotation is assigned to all 20 agents in the team with the same start date, but they are given different start weeks. Each agent work nights one week out of four, and each week there are always five agents that works night shifts.

Prerequisites

  • You have the Manage template and Rotations permissions.
  • Shift categories are created.
  • Days off are created.

Page location

WFM > People > Manage template > Rotations

Procedures

Create a rotation

  1. Click Create new rotation.
  2. Enter a rotation name and click Save. You can still edit the name after you click Save.
  3. Define the number of Weeks for the rotation pattern.

  4. For the days in the rotation where you want to control what to schedule, define one or more of these properties:

    NOTE   Only specify the ones that are necessary.

    • Enter an Early start time, the earliest possible start time.
    • Enter a Late start time, the latest possible start time.
    • Enter an Early end time, the earliest possible end time.
    • Enter a Late end time, the latest possible end time. If the late end time is past midnight, select a time with +1 to indicate this.
    • Enter a Min work time, the shortest possible shift length in contract time.
    • Enter a Max work time, the longest possible shift length in contract time.
    • Select a Shift category if it is a work day and you want to control which type of shift can be scheduled.
    • Select a Day off if this day should be a day off and not a work day.
  5. Click Save.
  6. Continue by assigning the rotation to agents. See Assign rotations to agents for more information.

Delete a rotation

  1. Click the trash can icon beside the rotation that you want to delete.
  2. Click OK.

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