Authorize exceptions for dates and group

You can authorize adherence Measure used in Workforce Management (WFM) to determine how well an employee’s scheduled activities match their actual, real-time activities. exceptions for a specific date and time range, and group of employees. You can authorize the exceptions before or after they have been created.

Procedure 

  1. Go to Forecasting and Scheduling. From Calendar, select Calendar.

  2. From the left pane Employees filter, select the employees for whom you want to authorize exceptions, and select Apply.

    The selected employees appear on the calendar grid. You can only authorize exceptions for employees who are included on the grid.

  3. From the grid, select the employees for whom you want to authorize exceptions.

  4. From Tools, select Group Adherence.

  5. From Employees on the right side of the screen, select the employees for whom you want to authorize exceptions.

    The employees you selected from the grid are already selected. You can change this selection, as needed.

  6. Under Date range, in the Start and End fields, enter the date and time range for which you want to authorize exceptions.

  7. From Exception status, select Authorized.

  8. Optional. In the Comment field, enter a comment about the authorization.

  9. To save the authorization update, click Save.

    On the bottom part of the Adherence row, a grayish-blue authorization layer appears for the defined date and time range and employees. Exceptions above this layer appear in green. Any new exceptions displayed during this date and time range and for the selected employees automatically appear in green as well.

    Changes to the schedule can cause exceptions to be added or removed. The exception authorization, however, remains in place. It is still visible on the schedule as a grayish-blue bar on the bottom layer of the Adherence row.

Unauthorize exceptions for dates and group

Authorize individual exceptions

Authorize exceptions for multiple activities