Work rules FAQs
Define work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees. and patterns that reflect both the needs of your organizations and your individual employees. Employees are assigned work patterns that combine various shift Work period in WFM that has a definite length. lengths, start and stop times, shift events and specific rules. The scheduling engine uses these work patterns to generate schedules.
Shift events and shifts

No. You create a pool of shift events that any shift can use. First, create all the shift events you need for any shift under Work Administration, Work Rules, and Shift Events. Then, to add specific shift events to a specific shift, create the shift under Work Rules, Shifts. Add all the shift events you want to the shift by selecting Add under the Shift Events section for the shift.

Go to Work Administration. Under Work Rules, select Shift Events. Select Create. To create a new shift event Time period in WFM when employees are scheduled for specific activities, other than the main shift activity. Shift events can either be productive or unproductive, and can be associated with activities such as Phone, Email, Break and Lunch., complete the fields on the Shift Events screen and select Save.

As many as you want.

As many as you want.

Yes. You can create a shift event ranging from one minute to 23 hours, 59 minutes long.

Yes. Create rotations, which are a specific repeating sequence of work patterns. Work patterns are linked to shifts. Therefore, a rotation Specific repeating sequence of work patterns in WFM assigned to employees. Rotations override work patterns. includes work patterns, which are associated with specific shifts. The shifts are then rotated by the repeating cycle of assigned work patterns to the rotation. After you create a rotation, assign it to employees.
For example, assign a group of employees three work patterns - A, B, and C - in a three-week rotation. Employees are assigned 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. A for the first week, work pattern B for the second week, and work pattern C for the third week. For the fourth week, employees are assigned work pattern A again, and the cycle continues.
You can either assign multiple work patterns to an employee, or a single rotation to an employee.

You can define split shifts as one long shift with a big break between the first and second parts of the shift. Define a shift whose duration equals the total length of the first shift, plus the second shift, plus the split time. Then, define an unpaid break that is fixed (only one possible start time for the break) occurring between the first and second parts of the shift. (Of course, you can still define other breaks inside the shifts.)

No, you assign work patterns to employees. Work patterns are associated with one or multiple shifts.
Work patterns

One week only.

Work Patterns. Every employee is assigned one or more work patterns. Every work pattern can be assigned to as many employees as you want. Rotations and Assignment Rules are also associated to employees.
Work rules for organizations

No. You can set the work rules at the parent company and all of the other sub-organizations inherit them. This speeds your setup process and helps you control the patterns at a high level.
Work rules used in campaigns

When you create work rules for a specific campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. (from Forecasting and Scheduling, Work Rules), it enables you to set rules that only apply to the selected campaign. It enables you to customize shifts and work patterns to meet the needs of special weeks in the campaign.
Most users set up their work rules from the Work Administration module (Work Rules) and use those on a regular basis. Work rules set up in the Work Administration module apply to all campaigns.
Campaign work rules, on the other hand, provide you with flexibility without changing your global work rules.

No. Work rules set up in the Work Administration module are linked to a specific organization. When you create a campaign, you also link the campaign to an organization. Therefore, the campaign inherits the work rules set up for the selected organization. If you do not create campaign-specific work rules, the campaign uses the work rules set up for the organization. However, if you do create campaign-specific work rules, these work rules override the work rules set up for the organization.
When you link employees to a campaign, they are linked to the work patterns they were assigned in the User Management Module that an administrator uses to create a profile for each employee in their organization. module, under Employees, Work Rules.
Overriding organizational work rules for a specific scheduling period