Link employees to the scheduling period

Link employees to a scheduling period. You can link all or specific employees associated with the organizations defined for the scheduling period.

Before you begin

Link queues to a scheduling period
Verify that the employees you want to link to the scheduling period belong to the same organizations that are linked to the campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads.. Under Campaigns, Settings, and General Settings, verify that the organizations displayed in the Organization field match the organizations of the employees.

Procedure

Determine which employees you want to link to the scheduling period:
- To link all employees belonging to all organizations defined for the scheduling period, proceed to step 2.
- To link specific employees from the organizations defined for the scheduling period, proceed to step 3.
To link all employees from all organizations defined for the scheduling period:
1. Go to Forecasting and Scheduling. Under Campaigns, select Settings.
2. From the left pane, expand a campaign and select a scheduling period.
3. Under General Settings, select Use All Employees in Linked Organizations.
4. Select Save.
To link specific employees from the organizations defined for the scheduling period:
1. Go to Forecasting and Scheduling. Under Employees, select Profiles.
2. From Campaign, select the campaign to which you want to link employees.
3. From Period, select the scheduling period in the campaign to which you want to link employees.
  
  If there are already employees linked to the selected scheduling period, they are displayed in the list. If no employees have been linked yet to the scheduling period, no employees are displayed.
4. Select Add Employee to SP.
  
  The employees displayed are associated with the organizations defined in the Organization field in the Settings workspace Area within an application window where the user interacts with the program. under Campaigns. You can only select employees associated with these organizations.
5. Select the employees you want and select Add. To select all displayed employees, select Select All.
6. Optional: To select employees who pool to the organizations linked to the campaign, select Show Poolers and select those employees.
The employees you selected are added to the scheduling period for the campaign.

What to do next

Optional: Add staffing profiles to a scheduling period