Import outsourcer schedule

After the outsourcer creates the schedule, you can then import it into the system by manually importing the outsourcer schedule in the Forecasting and Scheduling module.

Imported outsourcer schedules appear on the calendar as phantom schedules (based on defined staffing profiles) named after the organization that is imported. These schedules are locked.

Before you begin 

• Select campaign data for schedules

• Configure adapter to import outsourcer schedules

Procedure 

1. From Tools, select Import Schedule.

2. From the Organization drop-down field, select the organization into which you want to import the outsourcer schedule.

   Only organizations that are configured to import outsourcer schedules in the Integration Server can be imported.

3. From the Start and End fields, specify the date range for which you want to import data.

4. Select Save.

   The following occurs:

   • The system triggers an import of the available staffing profile Schedule templates used in WFM defined for a certain type of employee with specific skills and work pattern. information using the adapter by the application server.

   • The adapter parses the XML file created by the outsourcer and extracts the staffing profiles.

   • The profiles are returned to the application server, which saves them in the database.

   • The system then refreshes the screen with the imported profiles. All profiles are imported as phantoms with names in the following format:

     ImportedStaffing <number>, <organization_name>

     Where:

     • <number> is an arbitrary number

     • <organization_name> is the name of the organization specified during the import operation.

   The imported profiles are locked.

Related information 

Generic - Outsourcer Staffing Profile Import (Workforce Management Generic Interfaces and Adapters Guide)