Monthly scheduling
To generate a schedule that covers a time period from the first to the last day of a month, use 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.. Monthly forecasting and scheduling features allow you to plan for a calendar month, rather than one or more weeks.
Monthly scheduling is important if:
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Local customs, contracts, or labor laws require adherence Measure used in Workforce Management (WFM) to determine how well an employee’s scheduled activities match their actual, real-time activities. to monthly rules, such as scheduling employees a certain number of hours every month.
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Patterns for forecasts and schedules are driven more by monthly than weekly cycles. For example, the 1st and 15th of the month is busy, regardless of which day of the week they occur.
Monthly Forecast Feature in WFM used to estimate the required resources for a specific scheduling period based on historical data. The data in a forecast includes interaction and work volume, and Average Handling Time (AHT). and Rules license
Monthly scheduling is enabled by activating the Monthly Forecast and Rules license. The license is found in the System Management Module that allows performing suite-wide system management activities from a single, Web-based application, the Enterprise Manager. module, under WFM - Workforce Management, under Licensing Management and System Licensing.
Monthly scheduling reports
The by Monthly Planned Time Assessment by Employee report provides a monthly aggregation of the existing Weekly Planned Time Assessment by Employee report.
To generate the report:
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From Reports, select Requests & Results and Instances.
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Under Staffing Reports, select Monthly Planned Time Assessment by Employee.