Example: Define cycles for assignment rules

When assigning assignment rules to employees, you can define a set number of weeks in a cycle where the assignment rule Rule used in WFM to support work environments that have complex work rules, rotations, or fairness needs due to employee or union requirements. Assignment rules supplement work patterns. is either active or inactive.

Scenario: Employee works rotation Specific repeating sequence of work patterns in WFM assigned to employees. Rotations override work patterns. with weekend hours and non-weekend hours

An employee has been working a 2-week rotation since the beginning of 2018, which alternates between work patterns. One of the work patterns includes possible weekend hours. The other 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. does not include weekend hours.

Recently, the incoming call volumes on weekends have increased significantly. For every employee able to work weekends, impose an assignment rule that specifies they work at least some weekend hours.

This employee works a rotation in which they work weekends every other week. Do not impose the assignment rule on the employee during weeks that their work pattern does not allow weekend work.

Resolution: Use assignment rule in weeks that the work pattern allows weekend work

Set up a recurring pattern for the assignment rule. This pattern uses the assignment rule in weeks that allows weekend work for the employee. Do not use the assignment rule in weeks that the work pattern does not include weekend work.

Do the following when assigning the assignment rule to the employee:

For Cycle, select 2.

We need to define a two-week recurring pattern for activating and deactivating the rule for this employee.
For Pattern, select 1-Active, and leave week 2 as 2-Not Active.

Now we set a pattern of alternating weeks that turn the assignment rule on and off.
View the current week and see if the rotation this week includes a work pattern with weekend time or not.

The employee has been working this rotation since the beginning of 2018. Figure out where the employee is in the rotation and line it up with our recurring pattern for the assignment rule.
Determine the next step:
- If the current week in the rotation includes a work pattern with weekend time, set the Week field to 1.
  
  You want the assignment rule to be active this week in the pattern.
- If the current week in the rotation does not include a work pattern with weekend time, set the Week field to 2.
  
  You want this week to match up to the inactive assignment rule week in our pattern.
  
  As you change the value in the Week field, the value in the Pattern field changes to show the selection that matches that week.
  
  For example, change the value in the Week field to 1. The value in the Pattern field changes to 1 -Active. Change the value in the Week field to 2. The value in the Pattern field changes to 2 -Not Active.