Create monthly assignment rules and assign to employees

If required, you can use monthly assignment rules to support complex scheduling needs. You can create 28, 29, 30, or 31-day month assignment rules to assign to employees.

For example, you can set an 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. that an employee must have at least one Training shift Work period in WFM that has a definite length. for each 28-day month.

Before you begin

Create monthly work patterns and assign to employees

Procedure 

1. Go to Work Administration. Under Work Rules, select Assignment Rules.

2. From the left pane, select the organization for which you want to create an assignment rule, and select Create.

3. Enter a name and select a priority for the assignment rule.

4. Under Rule Type, select the relevant options.

5. Under Period, select one of the following:

   • Each 28 day month

   • Each 29 day month

   • Each 30 day month

   • Each 31 day month

6. Select Save.

7. Create as many assignment rules as needed, for each type of month (28, 29, 30 or 31 days) to cover all possible months. Just select the relevant option for Period in step 5.

8. To assign the monthly assignment rules to employees:

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

   2. Select the employees to which you want to assign the monthly assignment rules.

   3. Expand Assignment Rules and select Add.

   4. From the Assignment Rule Details screen, select the monthly assignment rules you want and select Add Selected Assignment Rules.

   5. Select Save.

What to do next 

Set minimum and maximum monthly hours for employees

Related topics 

Create an assignment rule