Generate a schedule with OT and VTO scheduling options

Generate a schedule using the OT extensions and VTO events you created to accommodate your revised active forecast.

Before you begin

Set preferences for OT and VTO for each employee

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. On the Scheduling tab under Assignments, select OT extensions and VTO events, and the relevant parameters for each.

  5. Select Generate.

    The system generates the schedule based on the OT and VTO parameters you specified.

You can also manually add OT extensions or VTO events to a schedule after it is generated:

  • For OT extensions, select to edit the shift assignment and add an OT extension in the Extension before and Extension after sections.

  • For VTO events, select the shift assignment, select Make Absent, and select Voluntary Time Off. A graphical marker (by default a black bar) overlays the shift assignment to indicate the VTO event.

Related topics 

Generate the schedule automatically

Generate Schedule settings

Shift assignment settings

Make an employee absent for a shift