Configure preferred working days and shifts

Rank all days of the week and all shift categories to define the working days and the shift categories that are considered preferred by the agents.

When seniority is used as the fairness calculation method, this ranking affects which shift category that is picked during the fairness optimization. The fairness optimization step will strive towards scheduling the more senior agents with the preferred shift categories and on the preferred working days. The seniority of an agent is calculated from their first person period in the People module.

Prerequisites

You have the Options permission.
Shift categories are created in Options > Scheduling > Shift category.

Page location

Client > Options > Scheduling > Seniority

Procedures

Change the shift category ranking

Change the order of the shift categories to rank them from best to worst.

Select a shift category.
Use the buttons Top, Up, Down or Bottom to move the shift category.
Click Apply to save.

Change the working day ranking

Change the order of the working days to rank them from best to worst.

Select a working day.
Use the buttons Top, Up, Down or Bottom to move the working day.
Click Apply to save.