Shift event details

When creating or editing a shift event Time period in WFM when employees are scheduled for specific activities, other than the main shift activity. Shift events can either be productive or unproductive, and can be associated with activities such as Phone, Email, Break and Lunch., define or update data about the shift Work period in WFM that has a definite length. event.

Field

Description

Organization

When creating shift events from the Work Administration module, this is a read-only field that displays the organization for which the shift event is created (the selected organization).

NOTE: This field only appears when creating shift events from the Work Administration module, under Work Rules.

Campaign

When creating shift event exceptions from the Forecasting and Scheduling module, this is a read-only field that displays the campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. for which the shift event is created.

NOTE: This field only appears when creating shift events from the Forecasting and Scheduling module, under Work Rules.

Name

Defines the name of the shift event.

For example: 1-hour lunch; 1/2 hour research; first break

Do not use a comma as part of the shift event name, as linked shift events are separated by commas. For this reason, you cannot use a comma as an import delimiter for shifts or shift events.

Description

Optional: Describes the shift event.

For example: Paid lunch break that lasts a total of 1 hour.

Activity

Defines the associated activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule. for the shift event.

Activities are not associated with a length of time or a start time. Each shift event is associated with an activity (for activities defined as Use in Shift Event). Shift events are containers for activities. Shift events associate the activity with a length of time and a start time at which you want employees to perform that activity.

For example: The shift events called 20-minute morning break and 15-minute afternoon break can both be associated with the activity called break.

Length

Defines the duration of the shift event.

You can use the up and down arrows to set the length, or you can type the length directly into the Length field.

Paid

Indicates whether the shift event is paid or not.

For example, a lunch or break could be paid or unpaid, depending on the policies of the organization.

If you select Paid, you can select Flexible. Only paid shift events are flexible to avoid having a differing number of paid hours per shift.

For example, specify that a four-hour shift can have between zero and one thirty-minute blocks of unpaid break time.

Note:

  • If zero blocks of unpaid break time are scheduled, the shift would include four paid hours.

  • If one block of unpaid break time is scheduled, the same type of shift could have three and a half paid hours.

  • If the shift event is unpaid (Paid is not selected), the Flexible option is not available.

Flexible

Allows you to define the following for the shift event:

When this option is selected:

  • Define the minimum number of times the shift event can occur during a shift (Minimum Count).

  • Define the maximum number of times the shift even can occur during a shift (Maximum Count).

    It is not a strict rule. Rather, it guides the scheduling engine toward generating an optimal schedule. The blocks of the shift event can be next to each other, or they can be separate blocks of time.

  • You can add Additional Activities. Select activities (other than the activity selected in the Activity field) to which you want to associate the shift event.

Minimum Count

Specifies that the flexible shift event can occur at least this number of times during the shift.

The value for this field can be zero (0).

Maximum Count

Specifies that this shift event can be repeated at most this number of times during the shift.

Start Time Type

Determines the start time of the shift event during a shift:

  • Any Time: Start time can occur any time during the shift. If you select this option, the Earliest Start and Latest Start fields are unavailable (as they are not relevant).

  • Absolute: Start time can occur according to the actual clock times defined in the Earliest Start and Latest Start fields. For example, the Earliest Start is set to 2:00 and the Latest Start is set to 3:00. It means that this shift event could start between 2:00 and 3:00 o'clock.

  • Relative to Shift Start: Start time of this shift event can occur according to a timed offset from the start of the shift. The offset is defined in the Earliest Start and Latest Start fields. For example, the Earliest Start is set to 2:00 and the Latest Start is set to 3:00. It means that this shift event could start between two and three hours from the start of the shift.

Earliest Start

Defines one of the following:

  • If Start Time Type is Absolute, the start time can occur from this defined clock time.

  • If Start Time Type is Relative to Shift Start, the start time can occur from the offset from the start of the shift.

For example, Start Time Type is set to Absolute. The Earliest Start is set to 9:00. It means that the shift event can start from 9:00 o'clock during the shift.

For example, the Start Time Type is Relative to Shift Start. The Earliest Start is set to 3:00. It means that the shift event can start from 3 hours after the start of the shift.

Latest Start

Defines one of the following:

  • If the Start Time Type is Absolute, the start time can occur until this defined clock time.

  • If the Start Time Type is Relative to Shift Start, the start time can occur at a maximum from the offset from the start of the shift.

For example, Start Time Type is set to Absolute. The Latest Start is set to 11:00. It means that the shift event can start until 11:00 o'clock during the shift.

For example, the Start Time Type is Relative to Shift Start. The Latest Start is set to 5:00. It means that the shift event can start at a maximum of five hours after the start of the shift.

Additional Activities (Enabled if shift event is flexible)

Specifies other activities to which you want to associate the shift event, if Flexible is selected.

For example, for the Customer Service shift event, add the Email, Chat, and Clerical activities. The scheduling engine calculates the optimum number of blocks of time for each of the activities, and places them in schedules.

The more time you allow between the start and end times of a shift event, the more optimization choices the scheduling engine has.

Create a shift event