Add staffing profiles to a scheduling period

You can add a staffing profile Schedule templates used in WFM defined for a certain type of employee with specific skills and work pattern. to a scheduling period, which is a type of schedule template or profile defined for a certain type of employee with specific skills and a work pattern Set of shifts in WFM (usually a weekly set of shifts) that are assigned to employees. A work pattern typically includes one or more shifts and possible days off for one week.. Adding profiles to scheduling periods is similar to adding employees to scheduling periods.

Only one profile is necessary for each type of employee. When you generate the schedule, the system creates the correct number of phantom schedules based on the profiles, according to your scheduling requirements. You can then assign a phantom schedule Type of schedule in WFM that is based on a defined staffing profile. Phantom schedules appear on the calendar, but are not linked to any employees, by default. You can convert employee schedules to phantoms, or assign a specific phantom schedule to an employee. to actual employees, or convert an employee schedule to a phantom schedule.

Before you begin

Create a staffing profile

Procedure

Go to Forecasting and Scheduling. Under Scenarios, select Staffing Profiles.
From the left pane, expand the campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. and select the scheduling period to which you want to add staffing profiles.
Select Add to SP.
On the Staffing Profiles screen, select the staffing profiles you want to add and select Save.

The profiles are added accordingly for the selected scheduling period. The main details for the staffing profiles were defined when the staffing profiles were created in the User Management Module that an administrator uses to create a profile for each employee in their organization. module, under Staffing Profile.
Optional. If you do not see the profile that you are looking for:
- Verify the organization with the profile you want to use is linked to the campaign:
  - Go to Forecasting and Scheduling.
  - Under Campaigns, select Settings.
  - Under General Settings, select the relevant organization in the Organization field.
- Verify that the profile is assigned to the organization linked to the campaign:
  - Go to User Management.
  - Under Staffing Profile, select Staffing Profile.
  - Verify that the relevant organization appears under the Organization field. If not, select to edit and change the value in the Organization field accordingly.
Determine how to handle the ratio of employee types for the staffing profile:
- To let the scheduling engine determine the optimal ratio of employee types, leave the default settings:
  - Min Ratio fields = 0%
  - Max Ratio fields = 100%
- To set an exact allocation for employee types, enter a specific value in the Min Ratio and Max Ratio fields.
  
  For example, you want an allocation of exactly 60 percent of full-time employees. Enter 60 for both the Min Ratio and Max Ratio fields for the full-time profile. To enter an allocation of exactly 40 percent of part-time employees, type 40 for the Min Ratio and Max Ratio fields for the part-time profile.
If you are using team-based scheduling, set the Team Size for the staffing profile. If you are not using team based scheduling, leave Team Size as its default value of 1.
Determine how to handle the number of employees for the staffing profile:
- To let the scheduling engine determine the optimal number of employees, leave the default settings:
  - Min No fields = 0
  - Max No fields = 30000
- To set an exact number of employees for the profile, enter that number in both the Min No and Max No fields.
- If you have set a value for Team Size, Min No and Max No must be multiples of Team Size, or 0. For example, if you set Team Size to 5, valid values for Min No and Max No would be 5 and 100.
To save any values you edited, select Save.