Assign a phantom schedule to an employee

You can assign a phantom schedule Type of schedule in WFM that is based on a defined staffing profile. Phantom schedules appear on the calendar, but are not linked to any employees, by default. You can convert employee schedules to phantoms, or assign a specific phantom schedule to an employee. to an employee who does not yet have a schedule, or to an employee who already has a schedule, overwriting their existing schedule.

Phantom schedules are created by including staffing profiles when generating the schedule, or by converting an existing employee schedule into a phantom schedule.

Before you begin

Workflow: Create and use staffing profiles
As described in Schedule a staffing profile and create phantom schedulesverify that the phantom schedule you want to assign is displayed on the calendar (from the left pane, select Employees, Phantoms, and the phantom schedule you want).

Procedure

From the calendar, select a phantom schedule that you want to assign to an employee.
From Tools, select Assign Phantom Schedule.
From the Assign Phantom Schedule screen, select the employee to whom you want to assign the phantom schedule.

You can only select one employee. To filter this list by employees who already have a schedule and those who do not have a schedule, select the relevant option from the Filter drop-down menu. You can also see which employees have a schedule by the Has Schedule column on this screen.
Select Assign.

The system assigns the phantom schedule to the selected employee. The phantom schedule itself is no longer displayed on the calendar.