Work patterns history and current settings

When you select Work rules history and current settings next to the Start Date / End Date field under Work Patterns, you can edit details related to the current work patterns assignment.

The top portion shows the history of work patterns assigned to the employee, according to time periods. On the bottom, you can edit the new settings for the current assignment.

Field

Description

From

Defines the date from which the 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. was assigned to the employee in the past.

To

Defines the date until which the work pattern was assigned to the employee in the past.

Preferences

Defines the preference of the work pattern over other work patterns assigned to the employee in the past. A value of 1 has the highest preference. Valid values include 1–99.

Effective Dates

Defines the dates that the work pattern is now being assigned to the employee:

  • Update value for current period <date range>: This selection is the default, and replaces the displayed value for the time period that is currently saved. This setting has the same effect as having no effective dates and always resets the current value.

  • Insert value for period from <date range>: Allows you to set the new value from the beginning of the period being viewed into the future to a specified date.

  • Insert value from <date> forward: Allows you to set the new value from the beginning of the viewed period into the future, with no specified end date.

Is Work Pattern Assigned?

Indicates whether the work pattern is assigned to the employee.

By default, this check box is selected.

Preferences

Defines the preference of the work pattern over other work patterns assigned to the employee. A value of 1 has the highest preference. Valid values include 1–99.

Do not use both work pattern and start time/day off preferences. The start time/day off preferences take priority over work pattern preferences.

If you do not want to use work pattern preferences, set the priority of all work patterns to 1 or any other number. This common priority value indicates that one work pattern does not have priority over any other work pattern.

Assign work patterns to employees

Work pattern preferences

Work pattern scheduling