Set preferences for OT and VTO for each employee

Optionally, you can set employee preferences for assigning OT and VTO options. For example, an employee prefers to work overtime before their regular shift Work period in WFM that has a definite length., but not after it.

Set the preferences for specific employees, and the scheduling engine sets priorities on the preferences when generating the schedule.

OT and VTO assigned to employees based on preferences and rank (seniority)

When preferences are used, overtime and voluntary time off are assigned to employees based on their preferences and their rank (or seniority), using the following hierarchy:

  1. OT and VTO are first assigned to employees who prefer them and have a high rank.

  2. OT and VTO are assigned to employees who prefer them and have a lower rank.

  3. OT and VTO are then assigned to employees who have indicated no preference toward either.

  4. If OT and VTO are still needed, they are assigned to employees who do not prefer them and have a lower rank.

  5. If OT and VTO are still needed, they are assigned to employees who do not prefer them and have a higher rank.

    Employees who do not prefer them can still be assigned them (although it is less likely for high-ranked employees).

To ensure that no overtime is assigned to employees who do not prefer it, go to User Management Module that an administrator uses to create a profile for each employee in their organization., Employees, Work Rules. Assign these employees 0 weekly and daily maximum OT and VTO hours.

Alternatively, filter the employee list by the employees who prefer overtime. The system then generates the schedule for those employees only.

Before you begin

Assign work patterns with OT and VTO options to employees

Procedure 

  1. Go to User Management. Under Employees, select Schedule Preferences.

  2. From the left pane, select one or more employees for which you want to set preferences.

  3. For Over Time and Voluntary Time Off Preference, select No Preference, Prefer, or Do not prefer for the following:

    • Over Time Before Shift

    • Over Time After Shift

    • Voluntary Time Off at Shift Start

    • Voluntary Time Off at Shift End

  4.  Select Save.

What to do next 

Generate a schedule with OT and VTO scheduling options

Related topics 

Define employee preferences