How licenses work for Basic WFM
Licenses grant you legal access to use Workforce Optimization. You use licenses to link the functionality of Workforce Optimization with its roles and permissions.
Licensing, roles, and permissions
Licenses are linked to the roles that users have in the system. The access that users have to Workforce Optimization functionality is based on their role and the permissions associated with their role.
Basic WFM licenses
Links the functionality of Core WFM with the following three default roles and their licenses.
-
WFM Core Agent — A data license that is assigned to agents by default.
-
WFM Core Supervisor — An access license that is assigned to supervisors and administrators by default.
-
WFM Core Administrator — An administrative license that is assigned to supervisors and administrators by default.
NOTE By default supervisors and administrators have two licenses each, the WFM Core supervisor and WFM Core administrator licenses.
Default Permissions
The table below lists the default permissions associated with the different Core WFM licenses. For more information about the permissions listed below, see How WFM function permissions work.
Permission | Administrator | Supervisor | Agent |
---|---|---|---|
People - web |
|||
People | X | X | |
Access management |
X |
X |
|
Add new employees | X | X | |
Edit basic person information |
X |
X | |
Edit employment details | X | X | |
Manage leaving date |
X |
X | |
Manage site/team | X | X | |
Manage skills |
X |
X | |
View employment number | X | X | |
View optional columns |
X |
X |
|
View users | X | X | |
People - client |
|||
People | X | X | |
Add person |
X |
X |
|
Can change and save |
X |
X |
|
Delete persons |
X |
X |
|
Modify access |
X |
X |
|
Modify group page |
X |
X |
|
Modify people within group page |
X |
X |
|
Modify time zone Send message (ASM) |
X |
X |
|
Permissions |
|||
Permissions | X |
X |
|
Forecasts - web |
|||
Forecasts | X |
X |
|
Dynamic shrinkage |
X |
X |
|
Modify skill | X |
X |
|
Remove skill |
X |
X |
|
Forecasts - client |
|||
Forecasts | X |
X |
|
Export forecast to other business unit |
X |
X |
|
Export to file |
X |
X |
|
Import forecast from file |
X |
X | |
Shift bidding |
|||
Shift bidding | X | X | |
Manage bid process |
X |
X | |
Place delegated bid | X | X | |
Schedules - web |
|||
Add activity | X | X | |
Add day off |
X |
X | |
Add full day absence |
X |
X |
|
Add overtime |
X |
X |
|
Add part day absence |
X |
X |
|
Add personal activity |
X |
X |
|
Edit activity |
X |
X |
|
Edit location |
X |
X |
|
Edit shift category |
X |
X |
|
Export schedules |
X |
X |
|
Move overlapped activity |
X |
X |
|
Move shift |
X |
X |
|
Notes |
X |
X |
|
Remove absence |
X |
X |
|
Remove activity |
X |
X |
|
Remove day off |
X |
X |
|
Remove overtime |
X |
X |
|
Remove shift |
X |
X |
|
Replace absence |
X |
X |
|
Replace activity |
X |
X |
|
Schedule history
|
X |
X |
|
Swap shifts |
X |
X |
|
Schedules - client |
|||
Schedules | X | X | |
Automatic scheduling |
X |
X | |
Sessions |
|||
Sessions | X | X | |
Staffing |
|||
Staffing |
X | X | |
Intraday |
|||
Intraday
|
X |
X | |
Adherence |
|||
Adherence
|
X | ||
Reports |
|||
Reports
|
X |
X | |
Gamification |
|||
Gamification | X | X | |
WFM settings |
|||
WFM settings
|
X |
X | |
Meetings |
|||
Meetings | X | X | |
MyTime |
|||
MyTime
|
X |
X |
X |
Options |
|||
Meetings | X | X | |
Options |
X |
X |
|
Manage real-time adherence |
X |
X |
|
Manage scorecards Shift trade request |
X |
X |
|
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