Create a campaign and scheduling period for Operations
Create a campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. and scheduling period, and link queues and employees to the scheduling period for Operations.
Before you begin
Create shifts and work patterns for Operations
Procedure
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Go to Forecasting and Scheduling. Under Campaigns, select Settings.
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Select Create Campaign, complete the fields, and select Save.
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Select Create Scheduling Period, and complete the fields.
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Select Skill Based for the scheduling period.
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Select Save.
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Under Campaigns, select Queues.
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Under Campaign Name, expand the campaign and select the scheduling period to which you want to link an Operations work queue.
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To add an Operations queue to the scheduling period, select Add Queue to Scheduling Period.
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Select the queues you want and select Add Selected Queues.
The source (root) queue and all target queues in a chain are linked to a single campaign. You can also link work queues that are not involved in the linked queue forecasting chain to the scheduling period.
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Under Employees, select Profiles.
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Select the campaign and scheduling period to which you want to link employees, and select Add Employee to SP.
The employees displayed are associated with the organizations defined in the Organization field in the Settings workspace Area within an application window where the user interacts with the program. under Campaigns. You can only select employees associated with these organizations.
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Select the employees you want and select Add.
The employees are now linked to the scheduling period you selected, and the Operations queues are linked to the scheduling period. Therefore, when you generate the schedule, these employees are scheduled to work on these queues.
What to do next