Work rules assignment details

When defining work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees. to employees, there are specific parameters and sections related to each work rule and parameter.

Field

Description

Hours

Minimum Paid Hours

Defines the least number of paid hours the selected employee can work every week.

Maximum Paid Hours

Defines the most number of paid hours the selected employee can work every week.

Maximum OT Per Day

Defines the most number of overtime hours the selected employee can work every day.

Maximum OT Per Week

Defines the most number of overtime hours the selected employee can work every week.

Maximum VTO Per Day

Defines the most number of voluntary time-off hours the selected employee can work every day.

Maximum VTO Per Week

Defines the most number of voluntary time-off hours the selected employee can work every week.

Minimum Rest Period Per Week

Defines the least number of hours that the selected employee must have continuous, non-working time in the schedule.

Start Date

Defines the date from which the work rules are effective for the selected employee.

End Date

Defines the date until which the work rules are effective for the selected employee.

Required Pay Period Hours

Required Hours per Pay Period

Defines the least number of hours the employee is required to work in a pay period.

Start Date

Defines the date from which the Required Hours per Pay Period setting is effective for the selected employee.

End Date

Defines the date until which the Required Hours per Pay Period setting is effective for the selected employee.

Pooling Rules

NOTE: Pooling Rules are only available when assigning work rules on an organizational level for all campaigns. They are not available when overriding work rules for a specific scheduling period (done using the Forecasting and Schedule module).

Employee Can Pool

Indicates whether the employee is a pooler. A pooler is an employee who works at their primary location with some open slots in their schedule. If other locations demand more employees, this employee can be pooled to work at those secondary locations.

Secondary Organizations

Defines the organizations for which the employee can pool, other than their primary organization.

Minimum Paid Hours in Primary Organization

Defines the least number of paid hours the selected employee need to work in their primary location before being pooled to work at other locations.

Start Date

Defines the date from which the Pooling Rules settings are effective for the selected employee.

End Date

Defines the date until which the Pooling Rules settings are effective for the selected employee.

Select employees and assign initial work rules

Work rules history and current settings

Required Pay Period Hours