Staffing profile fields

When adding staffing profiles to a scheduling period, you can view read-only data about staffing profiles (defined when the staffing profile Schedule templates used in WFM defined for a certain type of employee with specific skills and work pattern. was created). You can also edit values for fields that determine how to handle the ratio of employee types and the number of employees for the specified scheduling period.

Field

Description

Profile Name

Descriptive name for the staffing profile.

As staffing profiles are created for a specific type of employee with certain skills and 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., it is recommended to include these characteristics in the staffing profile name.

For example: Full-time, French, 8.5 hr

Work Pattern

Work pattern on which the profile is based (defined when the profile was created in the User Management Module that an administrator uses to create a profile for each employee in their organization. module under Staffing Profile).

Organization

Organization to which the profile is associated (defined when the profile was created in the User Management module under Staffing Profile).

Wage

Average wage for the profile (defined when the profile was created in the User Management module under Staffing Profile).

Proficiency

Required proficiency level for the profile (defined when the profile was created in the User Management module under Staffing Profile). The proficiency level is used when scheduling profiles for skill Defined level of knowledge that an employee needs in order to handle a defined workload in WFM.-based schedules.

Possible values include:

  • 0.5: Employee is above average at work. It takes them half as long as the defined Average Handle Time (AHT) to complete their work. The system considers this value as the work of two employees.

  • 1.0: Employee is average at work. They complete their work within the Average Handle Time (AHT). The system considers this value as the work of one employee.

  • 2.0: Employee is below average at work. It takes them twice as long as the defined Average Handle Time (AHT) to complete their work. The system considers this value as the work of one half of an employee.

Chat Sessions

Defined number of simultaneous chat sessions assigned to the staffing profile (defined when the profile was created in the User Management module under Staffing Profile).

Assignment Rules

Defined assignment rules associated with this staffing profile (defined when the profile was created in the User Management module under Staffing Profile).

Skills

Defined skills linked to this staffing profile (defined when the profile was created in the User Management module under Staffing Profile).

Min. Ratio

Specifies the minimumpercentage this staffing profile makes up out of the total percentage of staffing profiles in the current scheduling period:

  • If you want the scheduling engine to have the flexibility to determine the optimal ratio of this staffing profile to the total profiles, set this field to 0%.

  • To set an exact allocation for this staffing profile, enter a specific value in this field.

  • For example, you want this staffing profile to take up exactly 60% of the total staffing profiles in this scheduling period. Therefore, type 60 for the Min Ratio field for this profile.

If you enter an exact allocation in the Min. Ratio field for all staffing profiles for the current scheduling period, these values cannot add up to more than 100%. For example, you cannot enter a 40% Min. Ratio for the full-time staffing profile, and an 80% Min. Ratio for the part-time staffing profile.

Maximum Ratio

Specifies the maximumpercentage this staffing profile makes up out of the total percentage of staffing profiles in the current scheduling period:

  • If you want the scheduling engine to have the flexibility to determine the optimal ratio of this staffing profile to the total profiles, set this field to 100%.

  • To set an exact allocation for this staffing profile, enter a specific value in this field.

  • For example, you want this staffing profile to take up exactly 40% of the total staffing profiles in this scheduling period. Therefore, type 40 for the Max Ratio field for this profile.

If you enter an exact allocation in the Maximum Ratio field for all staffing profiles for the current scheduling period, these values cannot add up to less than 100%. For example, you cannot enter a 60% Maximum Ratio for the full-time staffing profile, and a 30% Maximum Ratio for the part-time staffing profile.

Min. No

Specifies the minimum number this staffing profile makes up out of the total number of staffing profiles in the current scheduling period:

  • If you want the scheduling engine to have the flexibility to determine the optimal number of this staffing profile (out of the total number of profiles), set the Min. No field to 0.

  • To set an exact number for this staffing profile, enter a specific value in the Min. No and Max. No fields.

  • For example, if you want exactly 50 of this staffing profile, type 50 for Min. No and Max. No for this profile.

Max. No

Specifies the maximum number this staffing profile makes up out of the total number of staffing profiles in the current scheduling period:

  • If you want the scheduling engine to have the flexibility to determine the optimal number of this staffing profile, set the Max. No field to 9999.

  • To set an exact number for this staffing profile, enter a specific value in the Min. No and Max. No fields.

  • For example, if you want exactly 30 of this staffing profile, type 30 for the Min. No and Max. No fields for this profile.

Total Profiles - Min. No

Specifies the total minimum number of all staffing profiles for the current scheduling period.

Total Profiles - Max. No

Specifies the total maximum number of all staffing profiles for the current scheduling period.

Add staffing profiles to a scheduling period

Remove staffing profiles from a scheduling period

Staffing profile details