Generate and publish the schedule

Generate the schedule based on the base forecast, and then publish it.

Before you begin

Create an initial forecast

Procedure 

  1. Go to Forecasting and Scheduling. Under Calendar, select Calendar.

  2. From the left pane filters, select the relevant campaign and scheduling period.

  3. From Home, select Generate Schedule.

  4. Set all parameters, and select Generate.

    The system generates the schedule based on the base forecast. The scheduling engine uses the work rules, work patterns, and the scheduling parameters set on the Generate Schedule screen to generate an optimal schedule.

  5. From Tools, select Publish.

    Publishing makes the schedule available to:

    • Managers for viewing personal and group schedules, and monitoring adherence

    • Employees for viewing their own schedules and shift swapping

What to do next 

Track deviations of key operational statistics

Generate the schedule automatically

Publish the schedule