Create shift categories

Create shift categories to group your shifts. When creating shifts in the Shifts module, select which shift category you want the shifts to belong to. The shift categories help you get a high-level understanding of the schedule and can be used for several purposes.

EXAMPLE   
  • Create a rotation to schedule shifts of a certain category, for example late shifts.
  • Balance the distribution of shifts of different categories among agents with the fairness optimization.
  • Set a limitation on the maximum number of shifts of a certain shift category an agent can have during a week or a schedule period.
  • As an agent, add preferences on which category of shifts you want for each day.

Prerequisites

  • You have the Scheduling settings permission.

Page location

WFM > WFM settings > Scheduling settings > Shift categories

Procedures

Create a shift category

  1. Click Add new shift category. A new row is added in the shift category table.
  2. Enter a Name.
  3. Enter a Short name for the shift category, with a maximum of two characters. The short name is displayed for this shift category where the space is limited.
  4. Select a Color.
  5. Click Save. If you do not want to save the shift category, click Discard changes.

Edit a shift category

  1. Click the edit icon for the shift category that you want to edit.
  2. Edit the fields, where necessary.
  3. Click Save. If you do not want to save the shift category, click Discard changes.

Clone a shift category

  1. Click the copy icon for the shift category that you want to copy.
  2. Edit the fields, where necessary.
  3. Click Save. If you do not want to save the shift category, click Discard changes.

Delete a shift category

  1. Click the trash can icon for the shift category you want to delete.
  2. Click Delete for the confirmation question.

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