Create a staffing profile

To evaluate alternative staffing plans and project future staffing needs, create a staffing profile Schedule templates used in WFM defined for a certain type of employee with specific skills and work pattern..

You can create a staffing profile for each type of employee, which describes the type of employee needed, their work patterns and skills.

Only one profile is needed for each type of employee. The scheduling engine automatically creates the correct number of each type of employee, according to your scheduling requirements. Define the percentage of each type of staffing profile for a specified scheduling period. (For example, you can define a 30% full-time profile and a 70% part-time profile.)

Procedure 

  1. Go to User Management Module that an administrator uses to create a profile for each employee in their organization.. Under Staffing Profile, select Staffing Profile.

  2. From the left pane, select the organization to which you want to associate the staffing profile.

  3. Select Create.

  4. On the Staffing Profiles screen, complete the fields.

  5. To add assignment rules to the staffing profile:

    1. Under Assignment Rules, select Add.

    2. From the Assignment Rules screen, select the assignment rules you want to add to the staffing profile and select Add Selected Assignment Rules.

      The selected assignment rules are added to the staffing profile.

  6. To add skills to the staffing profile:

    1. Under Skills, select Add.

    2. From the Skills screen, select the skills you want to add to the staffing profile and select Add Selected Skills.

      The selected skills are added to the staffing profile.

Staffing profile details

Edit a staffing profile

Create an assignment rule

Create a skill