Copy a staffing profile

You can copy a staffing profile Schedule templates used in WFM defined for a certain type of employee with specific skills and work pattern..

Procedure 

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

2. From the left pane, select the organization from which you want to copy the staffing profile.

   Select the same organization displayed in the Organization column for the staffing profile to copy it. Otherwise, the Copy option is not available.

3. From the Staffing Profiles screen, select the staffing profile you want to copy and select Copy.

   The staffing profile is copied to the Staffing Profiles screen with the name: Copy of <name of staffing profile> 1.

4. To rename the copied staffing profile for the selected organization:

   1. Select the staffing profile and select Edit.

   2. In the Name field, edit the name and select Save.

Example: Copy staffing profile

1. You copy the staffing profile, Profile FT 8.5 hr, for the Chicago organization.

2. The name of the copied staffing profile is Copy of Profile FT 8.5 hr.

3. Select Copy of Profile FT 8.5 hr and select Edit.

4. Rename the staffing profile to: Profile FT 8.5 hr 2.

Related topics 

Staffing profile details