Shift details

When creating or editing a shift Work period in WFM that has a definite length., define or update data about the shift.

Field

Description

Organization

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

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

Campaign

When creating shift 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 is created.

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

Name

Defines the name of the shift.

For example: 9 hr, 1-hr lunch; 8.5 hr, 1/2 hr lunch; Research shift, 1-hr lunch

Description

Optional: Describes the shift.

For example: Research shift with no customer service work and 1-hour lunch.

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.

Each shift is associated with an activity (for activities defined as Use in Shift Event). Shifts are containers for activities. Shifts define a length of time and a time period in which you want employees to perform an activity.

For example: You want to create a shift that is focused on immediate customer service. Therefore, create a shift named 9 hr, 1-hr lunch. Associate the shift with the predefined activity, Immediate, which is a work activity associated with responding to customer requests shortly after they are received.

Duration

Defines the duration of the shift in the time format, HH:MM.

You can use the up and down arrows to set the duration, or you can type it directly into the Duration field.

Start Times

Specifies the possible start times of the shift in 15-minute increments:

Minimum Spacing

Defines the minimum amount of time between non-working shift events or between a non-working shift event and the beginning or end of a shift.

(Non-working shift events occur during a shift, but are not considered work activities. Common examples include breaks, lunches, or meetings.)

Maximum Spacing

Defines the maximum amount of time between non-working shift events or between a non-working shift event and the beginning or end of a shift.

Unlimited indicates that there is no maximum amount of time between shift events, or between a shift event and the beginning or end of a shift.

Shift Events

Allows you to add shift events to the shift.

Create a shift

Edit a shift

Example: Define start times for shifts

Example: Define min and max spacing for non-working shift events