Specify employees as poolers and assign work rules

Specify which employees are poolers Term in WFM that defines employees who can be scheduled to work for their primary organization and also for multiple secondary organizations to support campaign pooling., who can be scheduled to work for their primary organization and also across multiple secondary organizations, if needed. In addition, assign the work patterns that you created to the poolers.

If you are using skill Defined level of knowledge that an employee needs in order to handle a defined workload in WFM.-based scheduling, employees must be linked to the skills required to work in the primary campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. and the secondary campaign. They must have these skills to be scheduled for pooling.

Before you begin

Set up the profiles of employees who you want to be pooled in campaigns (WFO User Management Module that an administrator uses to create a profile for each employee in their organization. Guide)
Set up activities and work rules for pooling

Procedure

Go to User Management. Under Employees, select Work Rules.

Do not select multiple employees, as some of these fields cannot be configured for multiple employees at once.
Select the employee for whom you want to set up pooling rules and assign work rules.
Under Hours, complete the Minimum Paid Hours and Maximum Paid Hours for the employees, in addition to the other hour values.

Pooling employees must have a flexible span of minimum and maximum working hours, such as a minimum of zero hours and a maximum of 40 work hours per week. With these settings, the employee will get up to 40 hours scheduled between the primary and secondary campaigns.

For example, Carol Clark, a pooler, has 40 Maximum Paid Hours. Her primary campaign needs her for 8 hours during a specific week of the scheduling period. If the secondary campaign needs her help, the application can schedule her for an additional 32 hours for that week.
Under Pooling Rules, select Employee Can Pool.
In Minimum Paid Hours in Primary Organization, set the minimum hours in the primary campaign for the employee.

This setting ensures that the pooler works a set number of hours for the primary organization, before they are scheduled at any of the secondary organizations. For example, you want to make sure that the employee works a minimum of 24 hours at their primary organization before being available to pool. In this case, set this value to 24 (hours).
From Secondary Organizations, select the Organization Selector icon and select one or more organizations in which the employee can pool. Select Set.
In Start Date and End Date, specify the effective dates for the setting, Minimum Paid Hours in Primary Organization.

These dates are not the effective dates during which the employee can pool.
Assign the work patterns to the employees:
1. Under Work Patterns, select Add.
2. Select the work patterns you created for poolers and select Add Selected Work Patterns.
Select Save.
Optional. For skill-based scheduling, assign the relevant skills required to work in the primary and secondary campaigns for employees:
1. Go to User Management. Under Employees, select Skills.
2. From the left pane, select the employees for whom you want to assign skills.
3. To add a skill for the employees, under Assigned, select Add.
4. Select the skills you want to assign to the employees, and select Add Selected Skills.
5. To enter data about the skill assignment, select the Edit icon next to Start Date / End Date.
6. Complete the fields on the bottom half of the Skill screen, and select Set.
7. On the Skills Assignment screen, select Save.

What to do next

Link poolers to a secondary campaign