Work plans overview


Prerequisites

The following permissions:

  • Workforce Management > Work Plan > AddDelete, Edit, and View

Use work plans to describe both week- and day-level scheduling constraints. Workforce Management incorporates these constraints into the scheduling process. 

The system assigns agents to work plans, not daily shift configurations. To target varying degrees of flexibility for sets of agents, you may want to create multiple work plans.


In your organization, you might have specific break and meal rules based on the length of shifts. To establish this in your work plan, you can have shifts that describe each of the rules in terms of minimum and maximum daily paid time and the breaks and meals. For example, your break and meal rule set might be:

  • Shifts with 2 hours to 3 hours and 55 minutes of paid time receive neither breaks nor a meal.
  • Shifts with 4 hours to 6 hours and 55 minutes of paid time receive two breaks.
  • Shifts with 7 hours or more receive two breaks and one meal.

In this case, you can create a shift per each rule that specifies the flexible paid time window and the breaks and meals. To help simplify the initial setup, use the Copy function for shifts and work plans. Also, use the Validate button to validate the constraints as you go.


How does the scheduling engine choose shifts? 

The scheduling engine selects exactly one daily shift for each day of the week that contains more than one selected daily shift, unless you select optional days. In this case, the scheduling engine can choose a daily shift or not. Under Optional Days in a Work Plan, direct the scheduling engine to choose a daily shift for the day or not by clicking the day or days in the Optional row.


In this work plan, the scheduling engine has the following options and constraints for any agent associated with the work plan:

  • Can select either Shift 1 or 2 for Monday, Tuesday, and Friday, because those days exist in both shifts.
  • Must select Shift 1 for Wednesday and Thursday, because those days only exist in one shift.
  • Can select either Shift 2 for Saturday or choose not to schedule at all on Saturday because Saturday exists in one shift and is also marked as an optional day.


Note: Before you begin, make sure that you select the appropriate management unit from the list, located in the upper right corner.

Column Description
Edit Edit a work plan.
Copy Copy details from a selected work plan.
Delete Remove selected work plans.
Add Work Plan Open the Add Work Plan window and specify the work plan settings.
Search filters

Each column contains a search text box or a list of options by which to filter the items. Depending on your view, locate the category by which you want to filter and do one of the following:

  • If the category column by which you want to filter contains a text box, enter a few letters of the search term. A message appears, informing you that you have changed the filter. Click Apply.
  • If the category column by which you want to filter contains a list, click the arrow at the end of the list and select the value by which to filter.
Name list Select a work plan to edit Week, Daily Shifts, or Agents configuration.
Agent Count The number of agents included in the work plan.
Min Weekly Paid Hours The minimum number of hours paid weekly. 
Max Weekly Paid Hours The maximum number of hours paid weekly.
Max Days The maximum number of days that you can schedule an agent per week.
Customize Add or hide more columns, or reset the view to default settings.

For more information about work plans, see the tasks outlined in the following articles.

Task Description
Navigate the work plan Learn about the views and options available in the work plan.
Add a work plan Add a new work plan and configure week, daily shifts, and agent constraints.
Copy or delete a work plan Copy or delete an existing work plan.
Manage a work plan’s weekly configuration Edit a work plan’s weekly configuration, including the work plan name, weekly paid time, minimum time between shifts, and number of days.
Manage a work plan’s daily shift Adjust the work plan’s shift configuration.
Manage daily shift activities in a work plan Edit, copy, and delete daily shift activities in an existing work plan.
Manage agents in a work plan Filter, sort, add, or delete agents from a work plan.
Copy or delete a shift Copy or remove an existing shift from the work plan.
Zoom in or out of a work plan shift Drill down and view the shift in more detail, or view the shift at a higher level for a larger time period.
Filter and sort workforce management items Depending on your view, you can narrow or categorize workforce management items for search purposes.