Create a class

Create a class on the schedule for specific employees. Each class and its sessions are scheduled as floating calendar events. You can define specific attributes for the class, including the minimum and maximum number of sessions, attendees per session, and simultaneous sessions.

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Before you begin

Select campaign data for schedules

Procedure

From the calendar, select the employees to whom you want to assign the class.
From the details pane on the right side, select Add, and then select Class.
Select the Attendees tab, and verify that the selected employees are the ones who you want to attend the class.

The full list displayed under Attendees includes all of the employees who match the current Employees filter. The selected employees are the attendees for the class. You can select additional employees to the class, or remove employees from the class by selecting and unselecting the relevant ones. To select all employees in the list, select the check box next to the Last name column.
Complete the fields for the class in the middle pane (including Name, Activity, Duration, Comment and the Overlap Rule).

The activities displayed in this field are associated with the selected scheduling period only. If at least some of the attendees are poolers Term in WFM that defines employees who can be scheduled to work for their primary organization and also for multiple secondary organizations to support campaign pooling., the Activity list can look different for existing events.
From the tree directory on the left side of the Classes screen, the system creates a new class entity with the label, New class. You can change the name of the class by modifying the Name field.

These fields are similar to the fields on the Calendar Event screen. The Duration field indicates the default duration of each session. You can modify this for one or multiple sessions, if needed. The Start and End date and time range fields are unavailable in this pane. You can schedule floating calendar events from the Floating tab in the third pane.
From the Floating tab, enter the date range and the days and start time range during which you want to schedule the class.

The system manages class sessions as floating calendar events in the schedule. When you save your settings, the system places the events on the first available slots within the specified date and time range. When you generate the schedule, the scheduling engine optimizes the placement of the class and sessions within the selected range.
From the Class attributes tab, enter the values for the number of class sessions and attendees.

When you start updating these settings, the system validates your selections against the selected attendees in the Attendees tab. It then displays the relevant messages, indicating whether you need to add time slots or adjust class attributes.
Select Save.

The system:
- Saves the class with the defined name in the directory tree, and saves the class attributes, attendees, and floating calendar event Scheduled event in WFM that is manually created on the schedule, can be a single instance or recurring event, and can have one or multiple attendees. Examples of calendar events are meetings or training sessions. settings.
- Creates Unassigned underneath the class. When first creating a class, no attendees are Unassigned. They are all assigned to a class session. Unassigned serves as a type of holding place while moving attendees around between sessions.
- Creates the class sessions in the directory tree underneath Unassigned, named by the date and time of the session.
- Places the attendees in the relevant sessions, according to the availability in their schedules. (This is later optimized when you generate the schedule.)
- Places the floating calendar events of the sessions on the schedule for the selected attendees. (This is also optimized when you generate the schedule.)
To create additional classes, repeat step 2-step 7 for every class you want.