Define initial settings for a scheduling period

Define the initial settings for a scheduling period, including the number of weeks, start date, and the data on which the scheduling period is based.

Before you begin

Create a campaign

Procedure

From the left side under Campaign Name, select the campaign for which you want to create a scheduling period.
Select Create Scheduling Period.
For Number of Weeks, specify the number of weeks in the scheduling period.
For Start Date, specify the start date of the scheduling period.
Under Initialization Options, specify how to create the data for the scheduling period:
- Create as empty: Starts the scheduling period without including any previous data.
- Copy data from previous week(s): Copies the data from previous consecutive weeks from a scheduling period in this campaign. This option is only available if the previous weeks are the same length as the currently selected date range.
- Copy data from select period: Copies the data from a previous scheduling period in this campaign. This option is only available if the selected scheduling period is the same length as the currently selected date range.
- Customize week selection: Copies the data from a previous specific week from a scheduling period in this campaign. This option is only available if there is at least one other scheduling period in this campaign. You can choose scheduling period weeks for each week of the scheduling period. Between one and six weeks are displayed. All weeks default to the first week defined previous to this one.
- Copy employee Min/Max hours, skill Defined level of knowledge that an employee needs in order to handle a defined workload in WFM., 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. assignments: Copies this data to the new scheduling period, providing that you selected Copy data from select period.
You should only select this parameter if you want to copy work rule exceptions made for the selected scheduling period. If you want to use the default organizational work rule settings defined in the Work Administration module, do not select this option.
Select Save.

The scheduling period appears under the selected campaign. You are now ready to configure the general settings and hours of operation for the scheduling period.

What to do next

Configure general settings and hours of operation