Series: Add a work plan

Set up the work plan’s weekly configuration


After you create a new work plan, set up the work plan’s weekly paid time constraints for use when creating and maintaining schedules. These constraints include flexible times, minimum time between shifts, default maximum number of days to schedule an agent per week, and maximum shift start time variances.

  1. Click the Weekly Paid Time box. 
    Note: The Edit Week Details dialog box opens.
  2. Select the Weekly Paid Time check box.
  3. To change the weekly paid time from the default amount of 40 hours:
    1. Select the Weekly Paid time box.
    2. Using the Hours and Minutes arrows, specify the number of weekly paid hours for this work plan.
  4. (Optional) Define flexibility in the number of weekly paid hours for this work plan:
    1. Select the Flexible times check box.
    2. Under Minimum, use the Hours and Minutes arrows to set the minimum number of paid hours allowed for the shift week.
    3. Under Maximum, use the Hours and Minutes arrows to set the maximum number of paid hours allowed for the shift week.
  5. (Optional) Set the minimum amount of time before an agent can begin a new shift (by default, this setting is not enabled):
    1. Select the Minimum Time Between Shifts check box.
    2. Use the Hours and Minutes arrows to set the desired amount of time allowed between shifts. By default, the minimum time between shifts is 12 hours.
  6. (Optional) Set the desired minute granularity for paid time (by default, this setting is not enabled):
    1. Select the Daily Paid Time Divisible By check box.
    2. Use the Minutes arrows to set the desired minute granularity for paid time. By default, the vaule for this setting is 15 minutes.
      Note: The goal of this constraint is to have a certain granularity of total daily paid time (for example, divisible by 15, 30, or 60 minutes). If a work plan starts at 9:00 a.m. with 20 minutes of total unpaid activity, a paid time range between 7 hours and 8 hours, and a daily paid time divisible by a value of 30 minutes, the following shifts are valid:
      • 9:00 a.m. start, 4:20 p.m. stop, 7 hours and 20 minutes for shift length, and 7 hours of paid time.
      • 9:00 a.m. start, 4:50 p.m. stop, 7 hours and 50 minutes for shift length, and 7 hours and 30 minutes of paid time.
      • 9:00 a.m. start, 5:20 p.m. stop, 8 hours and 20 minutes for shift length, and 8 hours of paid time.

      This is not a hard constraint; if no valid shifts can be produced for a given day, scheduling ignores this constraint for that day and attempts to produce valid shifts. 

  7. (Optional) Under Max Days, use the up and down arrows to change the default maximum number of days to schedule an agent per week. By default, the maximum number is 7 days.
  8. (Optional) Specify the maximum shift start time variance for a select set of days:
    1. Select the Maximum Shift Start Time Variance check box.
    2. Use the Hours and Minutes arrows to set the desired amount of time a shift start time can vary. 
    3. Click the day or days for which the shift start time variance applies.
    4. To add another shift start time variance, click add variance setting and repeat steps a-c.
      Note: You can add shift start time variances for up to three sets of days in the week. However, a day of the week can only belong to one set. The scheduling engine looks for a valid set of daily schedules that meet the maximum shift start time constraint. For more information, see About maximum shift start time variance.
  9. Click OK

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