Define employee preferences

For a specific employee, set employee preferences on how they are scheduled.

Procedure 

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

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

3. Define the Start Time Preference for the selected employees:

   1. For the First Preference for each day of the week, select , select the time range, and select Set.

   2. For the Second and Third Preference, repeat step a.

   3. Indicate whether you want to start early or late:

      • No preference

      • Early

      • Late

   Do not use both 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 start time/day off preferences. The start time/day off preferences take priority over work pattern preferences. If you do not want to use work pattern preferences, set the priority of all work patterns to 1 or any other number. This common priority value indicates that one work pattern does not have priority over any other work pattern.

4. Define the Day Off Preference for the selected employees:

   1. From the Week Day column, select the day you want and select Assign right to move the day under Preference.

   2. For all preferred days off, repeat step a.

   3. Under Preference, use Assign up and Assign down to sort the days in the preferred order.

      For example, if you prefer Monday over Sunday for the preferred day off, select Monday and select Assign up until Monday is above Sunday.

   4. Indicate whether start time is more important than day off preference for the selected employees:

      • Days off preferences are more important than start time

      • Start time preferences are more important than day off

      • They are equally important

5. For Over Time and Voluntary Time Off Preference for the selected employees, 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

6. Select Save.

   The system updates the preferences you specified for the selected employees.

Related topics 

Employee preferences

Work rules assignment details