Prioritized constraints and preferences

There are specific parameters the scheduling engine prioritizes when generating an optimal schedule.

The following items are listed in the order they are considered by the scheduling engine:

  1. Number of Seats: Maximum number of employees that can be scheduled at any time for an organization.

  2. Minimum Paid Hours and Maximum Paid Hours: Minimum and maximum number of paid hours an employee can be scheduled every week.

  3. Work patterns: Employees are assigned work patterns in the User Management Module that an administrator uses to create a profile for each employee in their organization. module, under Employees and Work Rules.

  4. Assignment Rules: Priorities for each Assignment Rule are set when the rules are created.

  5. Meetings scheduled within shift Work period in WFM that has a definite length. assignments: To the greatest extent possible, meetings are scheduled during periods when all attendees are scheduled to work.

  6. Not scheduling employees: The scheduling engine does not need to schedule employees when the Service Goal is set to 0% on all of their skills.

  7. Schedule at least this number of employees: Specifies the minimum number of employees that must be scheduled (on the Generate Schedule screen under the Preferences tab). The scheduling engine never schedules fewer than this number of employees.

  8. Meeting Project Instance of the Speech and Text Analytics application that supports a different language or Line of Business (LOB). Requirements—Scheduling additional quantities of work to satisfy the project work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees..

  9. Service goals: The scheduling engine generates schedules that best reach your service goals Goals in WFM that allow determining how quickly work should be handled, including service level, Average Speed to Answer (ASA), and deadline goals..

  10. Start Time Preference and Days Off Preference: These preferences are set in the User Management module, under Employees and Schedule Preferences.

  11. Even spacing of shift events: Shift events are spaced as evenly as possible throughout each shift.

Fixed constraints