Create monthly campaign and scheduling period

Set up scheduling periods for monthly intervals. A 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. period can strongly support the enforcement of work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees. set up on a monthly basis. The monthly scheduling period can also be linked to monthly forecasts.

You cannot mix weeks and months in the same campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads..

Before you begin

Set minimum and maximum monthly hours for employees

Procedure

Go to Forecasting and Scheduling. Under Campaigns, select Settings.
Select Create Campaign.
In the Name field, enter a name for the campaign.
For Periodicity, select Monthly.
For Month Start Day, select the number of the day in the month on which the campaign starts (1–28).

The campaign ends on the day before the day it started on the previous month. For example, if it starts on the 15th of the month, it ends on the 14th day of the next month.

You cannot start the campaign on the 29th, 30th or 31st because not all months have these dates. All days, however, have at least 28 days.
Complete the remaining fields, and select Save.
Select Create Scheduling Period.

Campaign, Time Zone, and Day Boundary are read-only fields defined when the campaign was created.
From Month and Year, specify the month and year for the monthly scheduling period.

By default, the current month is automatically displayed.
Under Initialization Options, specify how to create the data for the monthly scheduling period. (These options are the same ones as for weekly scheduling periods.)
Select Save.
Configure General Settings for the entire monthly scheduling period.
Do one of the following:
- To link all employees from all organizations defined for the scheduling period, select Use All Employees in Linked Organizations.
- To link specific employees from the organizations defined for the scheduling period, go to Forecasting and Scheduling. Under Employees, select Profiles. Select the specific employees you want to add.
Under Hours of Operation, do one of the following:
- To set the same hours of operation for all weeks in the entire scheduling period, verify that the entire period is selected by the zoom level drop-down menu on the top right side of the screen. Then, set the hours of operation accordingly.
- To set different hours of operation for each week in the scheduling period, select the previous or next weeks in the scheduling period by selecting the right and left arrows until the week you want is selected. Alternatively, select the week from the drop-down list (partial weeks are indicated). Then, set the hours of operation accordingly. Any days not associated with the monthly scheduling period during a partial week are unavailable.
Select Save.

The scheduling period appears under the selected campaign.

Asterisks indicate different days of operation for different weeks. Blank start time or end times indicate different hours of operation for that day.

What to do next

Create forecast for monthly schedules