Minimum staffing configuration

Use the Minimum Staffing Configuration dialog box to set a default minimum staffing level. You can apply this level to all time periods or only to periods with a forecasted staffing requirement. You can also apply it to all planning groups or to specific planning groups and days of the week. The Minimum Staffing Configuration dialog box includes two tabs that allow you to define the staffing levels. When you generate or reschedule a schedule, the Workforce Management (WFM) applies the settings in the Configure Minimum Staffing configuration and updates the staffing requirement used in the schedule generation or reschedule process accordingly. For more information about generating schedules and rescheduling, see Generate a schedule from a forecast and Initiate an intraday reschedule.

Note: If you generate schedules using Minimum Coverage, shifts from the immediately preceding schedule can satisfy minimum staffing requirements at the beginning of a schedule. For example, if you set a minimum staffing level of two agents for a planning group and then generate a schedule, the Scheduled metric in the schedule editor may show only one agent scheduled at midnight on the first day. In this case, review the previously published schedule to see overlapping shifts that provide additional coverage. For example, a shift from 10:00 p.m. to 6:00 a.m. on the last day of the previous schedule covers the first six hours of the new schedule.

Click each collapsible for information on each tab.

Default settings tabClick to expand

The Default Settings tab lists the Minimum Staff field, which you can use to indicate the minimum staff. The number you define in this field is applicable to all planning groups.

Select the Apply only to time periods when forecast requires staff checkbox to indicate the minimum staff requirement for a specific time period across planning groups. You can choose not to select this checkbox, if you do not want to define the staff requirement for a particular period and it applies for all times.

The next schedule that you generate will accordingly include this minimum staff requirement.

Custom overrides tabClick to expand

The Custom Overrides tab allows you to specify the minimum staffing requirement for a specific planning group. To create a custom override rule, perform the following steps:

In the Custom Override tab, click the Open side panel [hidden]Icon included[/hidden] icon.
- In the Planning Groups list, select the planning groups.
- In the Days of Week list, select the days.
- In the Minimum Staff field, enter the number to indicate the minimum staff.
- Click Add.
The left panel populates based on the settings that you enter in the side panel. Select the required planning groups.
Click Ok.

When you generate the forecast, the settings in the Custom Override tab takes effect, and the forecast is updated accordingly. For more information about generating forecasts, see Add a forecast.

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