Workflow: Adjust schedule with OT and VTO
Use the updated forecast to update the schedule, including adding Overtime (OT) and Voluntary Time Off (VTO) events for specific employees.
To resolve understaffing or overstaffing issues, you can have people work Overtime (OT) or take Voluntary Time Off (VTO) to compensate for the staffing misalignment. You can also cancel specific activities in the schedule.
Before you begin
Workflow
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Define OT extensions and VTO events
To extend the work time of an employee, define Overtime (OT) extensions. To reduce the work time of an employee, define Voluntary Time Off (VTO) events.
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Define work patterns with OT and VTO options
After defining OT extensions and VTO events, define work patterns with these options.
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Assign work patterns with OT and VTO options to employees
After defining work patterns with OT and VTO options, assign work patterns with these options to employees.
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Optional: Set preferences for OT and VTO for each employee
You can set employee preferences for assigning OT and VTO options. For example, maybe an employee prefers to work overtime after their regular shift Work period in WFM that has a definite length., but not before. Maybe another employee prefers to have VTO after their shift, but not before.
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Generate a schedule with OT and VTO scheduling options
Once you set up OT and VTO scheduling options, you can generate a schedule that assigns OT and VTO to employees as needed.