Create shifts and work patterns for Operations

Create a shift Work period in WFM that has a definite length. based on the None 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 link the shift events to the shift. Then, create 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. and add the shifts. Finally, link the employees to the work pattern.

Before you begin 

Create shift events for Operations

Procedure 

1. Create a shift based on the None activity:

   1. Under Work Rules, select Shifts.

   2. Select Create.

   3. From the Activity field, select None.

   4. Complete the fields related to the shift.

2. Link the shift events based on Operations activities to the shift:

   1. Under Shift Events, select Add.

   2. Select the shift events you want to link to the shift.

   3. Select Add Selected Shift Events.

3. To save the shift, select Save.

4. Create a work pattern and link the shifts to the work pattern:

   1. Go to Work Administration. Under Work Rules, select Work Patterns.

   2. From the left pane, select the organization for which you want to create a work pattern, and select Create.

   3. On the Work Patterns screen, complete the fields.

   4. Under Work Days / Consistency > Shift, select Add.

   5. From the Shift Details screen, select the shifts you want to add to the work pattern and select Add Selected Shifts.

      The selected shifts are added to the work pattern.

   6. Select Save.

5. Link the employees to the work pattern:

   1. Go to User Management Module that an administrator uses to create a profile for each employee in their organization.. Under Employees, select Work Rules.

   2. From the left pane, filter the employee list as required, or search for the employees you want.

   3. Expand Work Patterns and select Add.

   4. From the Work Pattern screen, select the work patterns you want to add to the work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees. assignment and select Add Selected Work Patterns.

   5. Select Save.

      The selected work patterns are added to the work rule assignment for the selected employees.

What to do next 

Create a campaign and scheduling period for Operations

Related topics 

Create a shift

Create a work pattern

Workflow: Assign work rules to employees