Generate and publish the schedule

Generate the schedule based on the base forecast, and then publish it.

Before you begin

Procedure

Go to Forecasting and Scheduling. Under Calendar, select Calendar.
From the left pane filters, select the relevant campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. and scheduling period.
From Home, select Generate Schedule.
Set all parameters, and select Generate.

The system generates the schedule based on the base forecast. The scheduling engine uses the work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees., work patterns, and the scheduling parameters set on the Generate Schedule screen to generate an optimal schedule.
From Tools, select Publish.

Publishing makes the schedule available to:
- Managers for viewing personal and group schedules, and monitoring adherence Measure used in Workforce Management (WFM) to determine how well an employee’s scheduled activities match their actual, real-time activities.
- Employees for viewing their own schedules and shift swapping Feature in WFM that allows employees to change shifts with another employee.

What to do next