Assign assignment rules to employees

Assign assignment rules to employees, which supplement work patterns. Employees must be assigned at least one 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. or rotation Specific repeating sequence of work patterns in WFM assigned to employees. Rotations override work patterns. before applying assignment rules for that employee.

Assignment rules are useful for work environments that have complex work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees., rotations, or fairness needs due to employee or union requirements.

Before you begin

Assign work patterns to employees

You can only add assignment rules to a work rule assignment on an organizational level for all campaigns (done using the User Management Module that an administrator uses to create a profile for each employee in their organization. module). You cannot add assignment rules for a work rules assignment for a specific scheduling period only (done using the Forecasting and Scheduling module).

Procedure

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

The selected assignment rules are added to the work rule assignment. Assignment rules can rotate being active or inactive in different weeks during a specific cycle.
To set a recurring pattern for each assignment rule Rule used in WFM to support work environments that have complex work rules, rotations, or fairness needs due to employee or union requirements. Assignment rules supplement work patterns. to be active or inactive for each week in the work pattern:
1. Define the number of weeks of the rotation period where the assignment rule is either active or inactive:
  - From the Cycle field, enter a value of 1–26 (weeks).
2. Indicate in which weeks the assignment rule is active and not active for the set cycle:
  - From the Pattern field, for the weeks in which you want the assignment rule to be active, select <number of week> - Not Active. The value changes to <number of week> - Active.
    
    For example, the cycle is set for five weeks. You want the assignment rule to be active in weeks 1, 3, and 4. From Pattern, select 1 - Not Active, 3 - Not Active and 4 - Not Active. These values change to: 1 - Active, 3 - Active and 4 - Active.
  - For the weeks in which you want the assignment rule to be inactive, do not select those weeks. Those weeks remain with the value, <number of week> - Not Active.
3. Set the number of weeks you are currently into the cycle:
  - From the Week field, select the relevant value.
    
    For example, to indicate that you are currently in the fifth week of the current cycle for the assignment rule, select 5 in this field.

What to do next

Assign rotations to employees