Workflow: Assign work rules to employees

After defining work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees. in the system, assign the relevant work rules and work-related parameters to employees. These rules and parameters determine how an employee is scheduled.

Before you begin

Define all relevant work rules - see Workflow: Set up work rules

Workflow 

1. Select employees and assign initial work rules.

   After you define work rules in the system, you can then assign them to employees. When you generate the schedule, the scheduling engine uses the work patterns and other work rules you assigned to employees to generate an optimal schedule.

2. Assign work patterns to employees.

   Assign work patterns to employees, which are a set of shifts. 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. includes one or more shifts and possible days off for one week.

3. Assign assignment rules to employees

   Assign assignment rules to employees, which supplement work patterns. Employees must be assigned at least one work pattern or rotation Specific repeating sequence of work patterns in WFM assigned to employees. Rotations override work patterns. before applying assignment rules for that employee.

4. Assign rotations to employees

   Assign rotations to employees, which are a specific repeating sequence of work patterns. Rotations override work patterns. When rotations are assigned, work patterns that were previously assigned are ignored.

5. Assign time banks to employees

   Assign time banks to employees, which allow employees to work longer hours during busy times and fewer hours during slower times. Employees bank hours when they work more than usual, and subtract hours when they work less than usual.

6. Review and save assigned work rules

   After defining all required work rules to selected employees, it is critical to review and save these settings in the system. These rules and parameters determine how an employee is scheduled.