Schedule setup and customization

In order to build a schedule in Workforce Scheduling, whether you build your schedule with forecasting or you build it manually, you must perform the following tasks to set up and customize your schedule:
  1. Start Workforce Scheduling.
  2. Configure schedule options.
  3. Configure shifts, breaks, and jobs.
  4. Assign shifts to schedules.
  5. Assign shifts to employees.
  6. Specify scheduling preferences/options for each employee in the schedule.
  7. Specify schedule warnings.