Assign work patterns to employees

Assign work patterns to employees, which is a set of shifts. A work pattern Set of shifts in WFM (usually a weekly set of shifts) that are assigned to employees. A work pattern typically includes one or more shifts and possible days off for one week. includes one or more shifts and possible days off for one week.

The scheduling engine can only schedule employees who have at least one work pattern assigned to them. Only work patterns, not individual shifts, are assigned to employees.

Before you begin

Select employees and assign initial work rules

Procedure

From the Work Rules Assignment screen, expand Work Patterns and select Add.
From the Work Pattern screen, select the work patterns you want to add to the work rules assignment and select Add Selected Work Patterns.

The selected work patterns are added to the work rule assignment.
To enter start and end effective dates each work pattern, select next to Start Date / End Date.

The system displays a history of the work pattern assignment to the employee. The history includes the dates the work pattern was assigned, and the settings for those time periods.
For the current work pattern assignment, enter effective dates and preferences on the bottom half of the Work Pattern screen, and select Set.

You can also set a preference for the work pattern on the Work Rules Assignment screen, if needed.

What to do next

Assign assignment rules to employees