Edit a shift assignment

You can change the shift Work period in WFM that has a definite length. assignment, if needed.

Before you begin 

  • Select campaign data for schedules or Select no campaign for schedules

  • To optimize the placement of shift events when editing a new shift assignment, from Tools, select Find best matched work rule. (By default, this option is disabled to improve performance while using the Calendar.) When this option is enabled, the system takes into account other employee schedules or other factors used in the schedule optimization process.

Procedure 

  1. Double-click the shift assignment you want to edit.

  2. On the Shift Assignment screen, update the relevant fields and select Save.

    Alternatively, you can edit the shift details from the details pane. From the calendar, select the shift assignment. From the details pane, edit the main shift details and select Save. To access all fields on the Shift Assignment screen for editing, select the Additional Details icon.

To create a standard shift (recommended), do not modify the Activity, Start, End and Duration fields on the Shift Assignment screen. These attributes for the work rule are defined in the Work Administration module. If you change these attributes, you will create a non-standard shift. It will be locked on the calendar and can only be unlocked if you change back the attributes to match the original work rule.

Shift assignment settings

Non-standard shift assignments

Create a non-standard shift

Find best matched work rule