Create an OT extension

Create Overtime (OT) extensions, which are added before or after a shift Work period in WFM that has a definite length. to extend employee work time. In understaffing, OT extensions are added to extend the time employees work.

OT extensions have many attributes that are similar to shift assignments. These attributes include duration, activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule., and linked shift events. You can create an OT event for a specific organization, and add it to a 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..

Before you begin 

Create a shift

Procedure 

1. To create an OT extension Overtime (OT) extension in WFM, which can be added before or after a shift to extend employee work time. on an organizational level for all campaigns, go to Work Administration. Under Work Rules, select OT Extensions.

   If you want to override the organizational settings and create an OT extension exception for a specific scheduling period only, go to Forecasting and Scheduling. Under Work Rules, select OT Extensions.

2. From the Work Administration module, from the left pane, select the organization for which you want to create an OT extension.

   When creating an exception for a scheduling period, from the Forecasting and Scheduling module, select the campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. and scheduling period for which you want to create an OT extension.

3. Select Create.

4. On the OT Extensions screen, complete the fields to define the OT extension.

5. To add shift events to the OT extension (such as a break):

   1. Expand Shift Events.

   2. Select Add.

   3. From Available Shift Events, select the shift events you want to add to the OT extension.

   4. Select Add Selected Shift Events.

      The selected shift events are added to the OT extension.

6. Select Save.

   The new OT extension appears on the OT Extensions page.

What to do next 

Create a work pattern

Related topics 

OT extension details

Shift event details

Set up work rules for a specific scheduling period