About the Generate Schedule option
The Workforce Management (WFM) Product that measures and leverages the talents and preferences of each employee, ensures that their skills are aligned with business objectives and customer needs, and produces optimum schedules. application uses defined work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees., manual updates, forecast data, 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., and the scheduling parameters set on the Generate Schedule screen to generate an optimal schedule.
Generate Schedule behavior
The Generate Schedule option allows you to define which scheduling components can be optimized for the updated schedule. For example, you can define whether the scheduling engine can add or remove shifts, and schedule shift Work period in WFM that has a definite length. events and calendar events.
If you define that specific components can be scheduled, the scheduling engine can change previously scheduled components and replace them with other components. For example, select to add shifts and calendar events. The scheduling engine can then add a shift and a calendar event Scheduled event in WFM that is manually created on the schedule, can be a single instance or recurring event, and can have one or multiple attendees. Examples of calendar events are meetings or training sessions. for an employee who previously did not have these components scheduled.
Locked scheduling components are not optimized
The scheduling engine does not change locked elements. For example, if a shift is locked, the scheduling engine leaves the shift as is.
The scheduling engine makes other modifications on top of the shift but cannot change locked elements in any way. Whenever you make manual changes to components on the calendar, they are locked by default. (If needed, you can easily unlock most locked events.) The scheduling engine schedules around the locked elements, and determines what other changes satisfy the service goals.
Calendar events: Floating events can be moved, but single instances cannot be moved
The scheduling engine does not move single instances of calendar events. For example, if a manager schedules a team meeting on Tuesday at 3:00 PM, the scheduling engine does not move this event.
There is no explicit locking for single-instance calendar events. However, it is as if these types of events are locked because there is no alternative event to put in their place.
For floating calendar events, you use a template to define the possible times an event can be scheduled. For example, you define that a one-hour mentoring session can start at 1:00 PM on Monday, 2:00 PM on Wednesday, or 1:00 PM on Friday.
You manually enter these options when setting up this floating calendar event. The system initially places an instance of this event on the calendar. When the scheduling engine runs, it is free to move the floating calendar event to another time, based on the template definition.
Alternatively, you can also manually place a calendar event instance at another time on the schedule and lock this change. In this case, the scheduling engine does not attempt to reschedule this event.
Cannot select Generate schedule in No Campaign mode Method of working in WFM in which no campaign and scheduling period is selected, allowing you to view and do manual updates for all schedules across all campaigns. There are specific features that are not available in this mode.
When working in no campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. mode, the Generate schedule option is unavailable. You can manually update the Calendar, but you cannot automatically generate schedules.