Create monthly work patterns and assign to employees

To support monthly scheduling Optional licensed feature in WFM that allows generating schedules that cover a time period from the first to the last day of a calendar month, instead of one or multiple weeks., create monthly work patterns and assign them to the relevant employees.

Employees can be assigned multiple work patterns for the same month length. Monthly work patterns align to the first day of the calendar month - they do not follow the start day of the month for the campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads.. Only monthly work patterns and monthly assignments are enforced on monthly scheduling periods.

Procedure 

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

2. From the left pane, select the organization for which you want to create a 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 select Create.

3. From the Work Pattern Type field, select one of the following:

   • 28 Day Month

   • 29 Day Month

   • 30 Day Month

   • 31 Day Month

4. Under Work Days / Consistency for Possible Days Off, select the days of the month that you do not want the selected shift Work period in WFM that has a definite length. to be assigned to any employee.

5. To add shifts to the work pattern:

   1. Under Work Days / Consistency > Shift, select Add.

   2. From the Shift Details screen, select the shifts you want to add to the work pattern and select Add Selected Shifts.

6. To define the consistency of shift start times for all or specific days in the work pattern:

   1. Expand the shift.

   2. Determine which days you want the shifts to start at the same times.

   3. For those specific days, select the same value from the drop-down list of integers of 1-7.

      For example, you want the 1st, 10th and the 15th of the month to have the same shift start time. Select 3 for Day 1, Day 10, and Day 15. (The three value just defines a specific start time group. You can select any value here, as long as it is the same value for all days in the group.)

7. To ensure that the shift events start at the same times for the shift start time groups, select Consistent Shift Events for the relevant shifts. This setting ensures that the same shift events start at the same time only for the same shift start time groups you defined in step 6, step c.

8. Complete the remaining fields for the work pattern and select Save.

9. Optional. To create more monthly work patterns for each type of month (28, 29, 30 or 31 days) to cover all possible months, repeat step 2-step 8. Just select the relevant option for the Work Pattern Type in step 3.

10. To assign the work patterns 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 work patterns.

    3. Expand Work Patterns and select Add.

    4. From the Work Pattern screen, select the monthly work patterns you want and select Add Selected Work Patterns.

    5. Select Save.

What to do next 

Create monthly assignment rules and assign to employees

Related topics 

Create a work pattern

Work pattern details

Workflow: Assign work rules to employees