Workforce Engagement Management

Hello! You will need to reschedule to after you change the forecast to see the changes. You can deselect scheduling activities you don't want rescheduled. After you reschedule, if you don't like the result, just don't save and discard the reschedule. 

Hi there,

If I choose to reschedule activities in the wizard, wouldn't what I have set be changed to what the system thinks it should be?

For example, It's adding hours to my agents days, and could undo my Activity Plan I have set up.

 If this is the case, could someone assist in explaining what the benefit of applying a new forecast is if the Performance/Scheduled numbers won't change?  I thought I could apply a new forecast and the required staff portion would reflect the new required staff levels. 

Hello! You will need to reschedule to after you change the forecast to see the changes. You can deselect scheduling activities you don't want rescheduled. After you reschedule, if you don't like the result, just don't save and discard the reschedule. 

Hi Jacqueline, 

In your original screenshot, I did not see the Adjusted Required Staff and Adjusted Required Staff with Shrinkage rows. When you change the forecast being used by a schedule, we only update the Adjusted rows. Once you review the values of the Adjusted rows after changing a schedule and are happy with it, you can trigger a re-schedule, which will update the required staff rows. 

You can enable these two rows here:

I hope this helps!

Hi there,

If I choose to reschedule activities in the wizard, wouldn't what I have set be changed to what the system thinks it should be?

For example, It's adding hours to my agents days, and could undo my Activity Plan I have set up.

 If this is the case, could someone assist in explaining what the benefit of applying a new forecast is if the Performance/Scheduled numbers won't change?  I thought I could apply a new forecast and the required staff portion would reflect the new required staff levels. 

Hello! You will need to reschedule to after you change the forecast to see the changes. You can deselect scheduling activities you don't want rescheduled. After you reschedule, if you don't like the result, just don't save and discard the reschedule. 

Hi Daniel,

Thank you for sending this screenshot my way. 

I don't have an option to select Adjusted. Is this a permissions issue? 

Hi Jacqueline, 

In your original screenshot, I did not see the Adjusted Required Staff and Adjusted Required Staff with Shrinkage rows. When you change the forecast being used by a schedule, we only update the Adjusted rows. Once you review the values of the Adjusted rows after changing a schedule and are happy with it, you can trigger a re-schedule, which will update the required staff rows. 

You can enable these two rows here:

I hope this helps!

Hi there,

If I choose to reschedule activities in the wizard, wouldn't what I have set be changed to what the system thinks it should be?

For example, It's adding hours to my agents days, and could undo my Activity Plan I have set up.

 If this is the case, could someone assist in explaining what the benefit of applying a new forecast is if the Performance/Scheduled numbers won't change?  I thought I could apply a new forecast and the required staff portion would reflect the new required staff levels. 

Hello! You will need to reschedule to after you change the forecast to see the changes. You can deselect scheduling activities you don't want rescheduled. After you reschedule, if you don't like the result, just don't save and discard the reschedule. 

Hi Jacqueline, 

There is a permission required to see the adjusted rows. It is called wfm:staffingRequirement:view. Sorry for not mentioning it in my previous post; I was unaware we had permission for it. 

Hi Daniel,

Thank you for sending this screenshot my way. 

I don't have an option to select Adjusted. Is this a permissions issue? 

Hi Jacqueline, 

In your original screenshot, I did not see the Adjusted Required Staff and Adjusted Required Staff with Shrinkage rows. When you change the forecast being used by a schedule, we only update the Adjusted rows. Once you review the values of the Adjusted rows after changing a schedule and are happy with it, you can trigger a re-schedule, which will update the required staff rows. 

You can enable these two rows here:

I hope this helps!

Hi there,

If I choose to reschedule activities in the wizard, wouldn't what I have set be changed to what the system thinks it should be?

For example, It's adding hours to my agents days, and could undo my Activity Plan I have set up.

 If this is the case, could someone assist in explaining what the benefit of applying a new forecast is if the Performance/Scheduled numbers won't change?  I thought I could apply a new forecast and the required staff portion would reflect the new required staff levels. 

Hello! You will need to reschedule to after you change the forecast to see the changes. You can deselect scheduling activities you don't want rescheduled. After you reschedule, if you don't like the result, just don't save and discard the reschedule. 

Hi Jacqueline, 

In your original screenshot, I did not see the Adjusted Required Staff and Adjusted Required Staff with Shrinkage rows. When you change the forecast being used by a schedule, we only update the Adjusted rows. Once you review the values of the Adjusted rows after changing a schedule and are happy with it, you can trigger a re-schedule, which will update the required staff rows. 

You can enable these two rows here:

I hope this helps!

Hi there,

If I choose to reschedule activities in the wizard, wouldn't what I have set be changed to what the system thinks it should be?

For example, It's adding hours to my agents days, and could undo my Activity Plan I have set up.

 If this is the case, could someone assist in explaining what the benefit of applying a new forecast is if the Performance/Scheduled numbers won't change?  I thought I could apply a new forecast and the required staff portion would reflect the new required staff levels. 

Hello! You will need to reschedule to after you change the forecast to see the changes. You can deselect scheduling activities you don't want rescheduled. After you reschedule, if you don't like the result, just don't save and discard the reschedule. 

Hi @Daniel Chapdelaine,

If you trigger a re-schedule, does that change existing rosters? Our Enterprise Agreement requires us to release the roster 6 weeks in advance, and changes within 28 days can only occur by agreement.

So the re-schedule Idea is good, but if it changes existing rosters, then it's a No.

Regards

Wayde

Hi Jacqueline, 

In your original screenshot, I did not see the Adjusted Required Staff and Adjusted Required Staff with Shrinkage rows. When you change the forecast being used by a schedule, we only update the Adjusted rows. Once you review the values of the Adjusted rows after changing a schedule and are happy with it, you can trigger a re-schedule, which will update the required staff rows. 

You can enable these two rows here:

I hope this helps!

Hi there,

If I choose to reschedule activities in the wizard, wouldn't what I have set be changed to what the system thinks it should be?

For example, It's adding hours to my agents days, and could undo my Activity Plan I have set up.

 If this is the case, could someone assist in explaining what the benefit of applying a new forecast is if the Performance/Scheduled numbers won't change?  I thought I could apply a new forecast and the required staff portion would reflect the new required staff levels. 

Hello! You will need to reschedule to after you change the forecast to see the changes. You can deselect scheduling activities you don't want rescheduled. After you reschedule, if you don't like the result, just don't save and discard the reschedule. 

Hi Jacqueline,

I'm not 100% sure on the accuracy of this information, but I was told you had to use the "Adjusted Required Staff" or "Adjusted Required Staff with Shrinkage"

The Required Staff remains at what was done when you created the Schedule.

Cheers

Wayde