Select employees and assign initial work rules

After you define work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees. in the system, you can then assign them to employees. When you generate the schedule, the scheduling engine uses the work patterns and other work rules you assigned to employees to generate an optimal schedule.

Before you begin

Create the relevant work rules you need to assign to employees - see Workflow: Set up work rules.

Procedure

To assign work rules on an organizational level for all campaigns, go to User Management Module that an administrator uses to create a profile for each employee in their organization.. Under Employees, select Work Rules.

If you want to override the organizational settings and assign work rules for a specific scheduling period only, go to Forecasting and Scheduling. Under Employees, select Work Rules.
From the User Management module, set the filters to display the employees for which you want to assign work rules.

To assign work rules for a specific scheduling period only, 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 and set the filters to display the employees for which you want to assign work rules.
Select the employee or multiple employees for which you want to assign work rules:
- To assign work rules to one individual employee, select the employee.
- To assign the same work rules to specific multiple employees, select the ones you want and select View.
- To assign the same work rules to all displayed employees, select Select All.
If you select multiple employees: Only the fields for which all employees have the same value display a value. Fields with a different value for different employees are marked with an asterisk (*).
On the Work Rules Assignment screen, define hours, required pay period hours, and pooling rules for the selected employees.

What to do next

Assign work patterns to employees