Hi Community, 

this week sees the release of "Manually assign work plans with future effective dates".

This feature allows administrators to set up work plan changes in advance, making it easier to manage planned transitions between Work Plans, for example, full-time to part-time schedules or early shifts to late shifts. The schedule engine automatically applies these updates during future schedule generation, reducing the need for same-day changes and minimizing manual workload. 

To help understand the details and use cases for using Work Plan effective dates I've attached a walk-through video to guide you through the process.

In addition to this you can find out more in the help center:

work plan assignment overview

Any questions please comment below.

Paul

Hi Paul, are there any plans to introduce future dated changes on Work Plan Rotations?

Hi Community, 

this week sees the release of "Manually assign work plans with future effective dates".

This feature allows administrators to set up work plan changes in advance, making it easier to manage planned transitions between Work Plans, for example, full-time to part-time schedules or early shifts to late shifts. The schedule engine automatically applies these updates during future schedule generation, reducing the need for same-day changes and minimizing manual workload. 

To help understand the details and use cases for using Work Plan effective dates I've attached a walk-through video to guide you through the process.

In addition to this you can find out more in the help center:

work plan assignment overview

Any questions please comment below.

Paul

Hi Tim, 
Start and end dates already exist for Work Plan Rotations.
More information can be found in the Resource Centre article:

add a work plan rotation
Paul 

Hi Paul, are there any plans to introduce future dated changes on Work Plan Rotations?

Hi Community, 

this week sees the release of "Manually assign work plans with future effective dates".

This feature allows administrators to set up work plan changes in advance, making it easier to manage planned transitions between Work Plans, for example, full-time to part-time schedules or early shifts to late shifts. The schedule engine automatically applies these updates during future schedule generation, reducing the need for same-day changes and minimizing manual workload. 

To help understand the details and use cases for using Work Plan effective dates I've attached a walk-through video to guide you through the process.

In addition to this you can find out more in the help center:

work plan assignment overview

Any questions please comment below.

Paul

Hi Paul

I was under the impression that if you assign a Workplan Rotation with a future start date for an Agent it removes them immediately from their current workplan.

Tim 

Hi Tim, 
Start and end dates already exist for Work Plan Rotations.
More information can be found in the Resource Centre article:

add a work plan rotation
Paul 

Hi Paul, are there any plans to introduce future dated changes on Work Plan Rotations?

Hi Community, 

this week sees the release of "Manually assign work plans with future effective dates".

This feature allows administrators to set up work plan changes in advance, making it easier to manage planned transitions between Work Plans, for example, full-time to part-time schedules or early shifts to late shifts. The schedule engine automatically applies these updates during future schedule generation, reducing the need for same-day changes and minimizing manual workload. 

To help understand the details and use cases for using Work Plan effective dates I've attached a walk-through video to guide you through the process.

In addition to this you can find out more in the help center:

work plan assignment overview

Any questions please comment below.

Paul

Hi Tim, 

When assigned to a single-week work plan this becomes your "default Work Plan" and underlies any work plan rotation (or work plan override) you have, this is depicted at around 1:48 of the video.

The scheduler only schedules the agent for the rotation based on their start and end dates within the work plan rotation --> agents tab:

In the above Adam would be scheduled according to his single-week work plan until the 4th of November, then transition to the rotation until the 12th of November when he'd transition back to his single-week work plan.

Paul

Hi Paul

I was under the impression that if you assign a Workplan Rotation with a future start date for an Agent it removes them immediately from their current workplan.

Tim 

Hi Tim, 
Start and end dates already exist for Work Plan Rotations.
More information can be found in the Resource Centre article:

add a work plan rotation
Paul 

Hi Paul, are there any plans to introduce future dated changes on Work Plan Rotations?

Hi Community, 

this week sees the release of "Manually assign work plans with future effective dates".

This feature allows administrators to set up work plan changes in advance, making it easier to manage planned transitions between Work Plans, for example, full-time to part-time schedules or early shifts to late shifts. The schedule engine automatically applies these updates during future schedule generation, reducing the need for same-day changes and minimizing manual workload. 

To help understand the details and use cases for using Work Plan effective dates I've attached a walk-through video to guide you through the process.

In addition to this you can find out more in the help center:

work plan assignment overview

Any questions please comment below.

Paul

Hi Tim, 

When assigned to a single-week work plan this becomes your "default Work Plan" and underlies any work plan rotation (or work plan override) you have, this is depicted at around 1:48 of the video.

The scheduler only schedules the agent for the rotation based on their start and end dates within the work plan rotation --> agents tab:

In the above Adam would be scheduled according to his single-week work plan until the 4th of November, then transition to the rotation until the 12th of November when he'd transition back to his single-week work plan.

Paul

Hi Paul

I was under the impression that if you assign a Workplan Rotation with a future start date for an Agent it removes them immediately from their current workplan.

Tim 

Hi Tim, 
Start and end dates already exist for Work Plan Rotations.
More information can be found in the Resource Centre article:

add a work plan rotation
Paul 

Hi Paul, are there any plans to introduce future dated changes on Work Plan Rotations?

Hi Community, 

this week sees the release of "Manually assign work plans with future effective dates".

This feature allows administrators to set up work plan changes in advance, making it easier to manage planned transitions between Work Plans, for example, full-time to part-time schedules or early shifts to late shifts. The schedule engine automatically applies these updates during future schedule generation, reducing the need for same-day changes and minimizing manual workload. 

To help understand the details and use cases for using Work Plan effective dates I've attached a walk-through video to guide you through the process.

In addition to this you can find out more in the help center:

work plan assignment overview

Any questions please comment below.

Paul

I understand how it works for Workplans so assuming this will not work when we want to move a CSR from one work plan rotation permanently to another with a future date (beyond a date where schedules have already been generated)

Hi Tim, 

When assigned to a single-week work plan this becomes your "default Work Plan" and underlies any work plan rotation (or work plan override) you have, this is depicted at around 1:48 of the video.

The scheduler only schedules the agent for the rotation based on their start and end dates within the work plan rotation --> agents tab:

In the above Adam would be scheduled according to his single-week work plan until the 4th of November, then transition to the rotation until the 12th of November when he'd transition back to his single-week work plan.

Paul

Hi Paul

I was under the impression that if you assign a Workplan Rotation with a future start date for an Agent it removes them immediately from their current workplan.

Tim 

Hi Tim, 
Start and end dates already exist for Work Plan Rotations.
More information can be found in the Resource Centre article:

add a work plan rotation
Paul 

Hi Paul, are there any plans to introduce future dated changes on Work Plan Rotations?

Hi Community, 

this week sees the release of "Manually assign work plans with future effective dates".

This feature allows administrators to set up work plan changes in advance, making it easier to manage planned transitions between Work Plans, for example, full-time to part-time schedules or early shifts to late shifts. The schedule engine automatically applies these updates during future schedule generation, reducing the need for same-day changes and minimizing manual workload. 

To help understand the details and use cases for using Work Plan effective dates I've attached a walk-through video to guide you through the process.

In addition to this you can find out more in the help center:

work plan assignment overview

Any questions please comment below.

Paul

Hi Timothy, 

I'm sorry for the misunderstanding.

The behaviour for work plan rotations hasn't changed so what you are saying is correct. An agent can only be part of 1 work plan rotation at any time, regardless of their start and end dates. 

Moving someone from work plan rotation 1 to rotation 2 before their end date would result in them moving to work plan rotation 2 with immediate effect. 

Paul

I understand how it works for Workplans so assuming this will not work when we want to move a CSR from one work plan rotation permanently to another with a future date (beyond a date where schedules have already been generated)

Hi Tim, 

When assigned to a single-week work plan this becomes your "default Work Plan" and underlies any work plan rotation (or work plan override) you have, this is depicted at around 1:48 of the video.

The scheduler only schedules the agent for the rotation based on their start and end dates within the work plan rotation --> agents tab:

In the above Adam would be scheduled according to his single-week work plan until the 4th of November, then transition to the rotation until the 12th of November when he'd transition back to his single-week work plan.

Paul

Hi Paul

I was under the impression that if you assign a Workplan Rotation with a future start date for an Agent it removes them immediately from their current workplan.

Tim 

Hi Tim, 
Start and end dates already exist for Work Plan Rotations.
More information can be found in the Resource Centre article:

add a work plan rotation
Paul 

Hi Paul, are there any plans to introduce future dated changes on Work Plan Rotations?

Hi Community, 

this week sees the release of "Manually assign work plans with future effective dates".

This feature allows administrators to set up work plan changes in advance, making it easier to manage planned transitions between Work Plans, for example, full-time to part-time schedules or early shifts to late shifts. The schedule engine automatically applies these updates during future schedule generation, reducing the need for same-day changes and minimizing manual workload. 

To help understand the details and use cases for using Work Plan effective dates I've attached a walk-through video to guide you through the process.

In addition to this you can find out more in the help center:

work plan assignment overview

Any questions please comment below.

Paul

Thanks for the clarification Paul, are there any plans to introduce similar start/end date functionality for rotations that don't remove the agent before the  start date from their current rotation.  This is the functionality that would provide the most benefit for our organisation.

Thanks

Hi Timothy, 

I'm sorry for the misunderstanding.

The behaviour for work plan rotations hasn't changed so what you are saying is correct. An agent can only be part of 1 work plan rotation at any time, regardless of their start and end dates. 

Moving someone from work plan rotation 1 to rotation 2 before their end date would result in them moving to work plan rotation 2 with immediate effect. 

Paul

I understand how it works for Workplans so assuming this will not work when we want to move a CSR from one work plan rotation permanently to another with a future date (beyond a date where schedules have already been generated)

Hi Tim, 

When assigned to a single-week work plan this becomes your "default Work Plan" and underlies any work plan rotation (or work plan override) you have, this is depicted at around 1:48 of the video.

The scheduler only schedules the agent for the rotation based on their start and end dates within the work plan rotation --> agents tab:

In the above Adam would be scheduled according to his single-week work plan until the 4th of November, then transition to the rotation until the 12th of November when he'd transition back to his single-week work plan.

Paul

Hi Paul

I was under the impression that if you assign a Workplan Rotation with a future start date for an Agent it removes them immediately from their current workplan.

Tim 

Hi Tim, 
Start and end dates already exist for Work Plan Rotations.
More information can be found in the Resource Centre article:

add a work plan rotation
Paul 

Hi Paul, are there any plans to introduce future dated changes on Work Plan Rotations?

Hi Community, 

this week sees the release of "Manually assign work plans with future effective dates".

This feature allows administrators to set up work plan changes in advance, making it easier to manage planned transitions between Work Plans, for example, full-time to part-time schedules or early shifts to late shifts. The schedule engine automatically applies these updates during future schedule generation, reducing the need for same-day changes and minimizing manual workload. 

To help understand the details and use cases for using Work Plan effective dates I've attached a walk-through video to guide you through the process.

In addition to this you can find out more in the help center:

work plan assignment overview

Any questions please comment below.

Paul

Thanks for the clarification Paul, are there any plans to introduce similar start/end date functionality for rotations that don't remove the agent before the  start date from their current rotation.  This is the functionality that would provide the most benefit for our organisation.

Thanks

Hi Timothy, 

I'm sorry for the misunderstanding.

The behaviour for work plan rotations hasn't changed so what you are saying is correct. An agent can only be part of 1 work plan rotation at any time, regardless of their start and end dates. 

Moving someone from work plan rotation 1 to rotation 2 before their end date would result in them moving to work plan rotation 2 with immediate effect. 

Paul

I understand how it works for Workplans so assuming this will not work when we want to move a CSR from one work plan rotation permanently to another with a future date (beyond a date where schedules have already been generated)

Hi Tim, 

When assigned to a single-week work plan this becomes your "default Work Plan" and underlies any work plan rotation (or work plan override) you have, this is depicted at around 1:48 of the video.

The scheduler only schedules the agent for the rotation based on their start and end dates within the work plan rotation --> agents tab:

In the above Adam would be scheduled according to his single-week work plan until the 4th of November, then transition to the rotation until the 12th of November when he'd transition back to his single-week work plan.

Paul

Hi Paul

I was under the impression that if you assign a Workplan Rotation with a future start date for an Agent it removes them immediately from their current workplan.

Tim 

Hi Tim, 
Start and end dates already exist for Work Plan Rotations.
More information can be found in the Resource Centre article:

add a work plan rotation
Paul 

Hi Paul, are there any plans to introduce future dated changes on Work Plan Rotations?

Hi Community, 

this week sees the release of "Manually assign work plans with future effective dates".

This feature allows administrators to set up work plan changes in advance, making it easier to manage planned transitions between Work Plans, for example, full-time to part-time schedules or early shifts to late shifts. The schedule engine automatically applies these updates during future schedule generation, reducing the need for same-day changes and minimizing manual workload. 

To help understand the details and use cases for using Work Plan effective dates I've attached a walk-through video to guide you through the process.

In addition to this you can find out more in the help center:

work plan assignment overview

Any questions please comment below.

Paul

100% agree with Timothy Milburn.

Our business has relief staff who cover other staff for periods of 3 - 8 weeks at a time.

Being able to set the WorkPlan Rotation for a 5 week period - 16/12/2024 - 19/01/2025 would be amazing.

As it is currently, we have to use 5 of the available 15 slots in order to create coverage:

16/12/2024 - Supervisor Workplan week 4

23/12/2024 - Supervisor Workplan week 5

30/12/2024 - Supervisor Workplan week 6

06/01/2025 - Supervisor Workplan week 1

13/01/2025 - Supervisor Workplan week 2

If someone is away for 6 months on Maternity Leave, the individual Workplans just won't cut it.

Regards

Wayde

Thanks for the clarification Paul, are there any plans to introduce similar start/end date functionality for rotations that don't remove the agent before the  start date from their current rotation.  This is the functionality that would provide the most benefit for our organisation.

Thanks

Hi Timothy, 

I'm sorry for the misunderstanding.

The behaviour for work plan rotations hasn't changed so what you are saying is correct. An agent can only be part of 1 work plan rotation at any time, regardless of their start and end dates. 

Moving someone from work plan rotation 1 to rotation 2 before their end date would result in them moving to work plan rotation 2 with immediate effect. 

Paul

I understand how it works for Workplans so assuming this will not work when we want to move a CSR from one work plan rotation permanently to another with a future date (beyond a date where schedules have already been generated)

Hi Tim, 

When assigned to a single-week work plan this becomes your "default Work Plan" and underlies any work plan rotation (or work plan override) you have, this is depicted at around 1:48 of the video.

The scheduler only schedules the agent for the rotation based on their start and end dates within the work plan rotation --> agents tab:

In the above Adam would be scheduled according to his single-week work plan until the 4th of November, then transition to the rotation until the 12th of November when he'd transition back to his single-week work plan.

Paul

Hi Paul

I was under the impression that if you assign a Workplan Rotation with a future start date for an Agent it removes them immediately from their current workplan.

Tim 

Hi Tim, 
Start and end dates already exist for Work Plan Rotations.
More information can be found in the Resource Centre article:

add a work plan rotation
Paul 

Hi Paul, are there any plans to introduce future dated changes on Work Plan Rotations?

Hi Community, 

this week sees the release of "Manually assign work plans with future effective dates".

This feature allows administrators to set up work plan changes in advance, making it easier to manage planned transitions between Work Plans, for example, full-time to part-time schedules or early shifts to late shifts. The schedule engine automatically applies these updates during future schedule generation, reducing the need for same-day changes and minimizing manual workload. 

To help understand the details and use cases for using Work Plan effective dates I've attached a walk-through video to guide you through the process.

In addition to this you can find out more in the help center:

work plan assignment overview

Any questions please comment below.

Paul

Hi Wayde, 
from what you have described both the new Effective dating of Work Plans and Work Plan Rotation start and end date configurations would help you manage the relief staff's transition between Work Plans.

For more information, please see the help articles:
add agents to a work plan rotation

manage work plan assignments

Paul

100% agree with Timothy Milburn.

Our business has relief staff who cover other staff for periods of 3 - 8 weeks at a time.

Being able to set the WorkPlan Rotation for a 5 week period - 16/12/2024 - 19/01/2025 would be amazing.

As it is currently, we have to use 5 of the available 15 slots in order to create coverage:

16/12/2024 - Supervisor Workplan week 4

23/12/2024 - Supervisor Workplan week 5

30/12/2024 - Supervisor Workplan week 6

06/01/2025 - Supervisor Workplan week 1

13/01/2025 - Supervisor Workplan week 2

If someone is away for 6 months on Maternity Leave, the individual Workplans just won't cut it.

Regards

Wayde

Thanks for the clarification Paul, are there any plans to introduce similar start/end date functionality for rotations that don't remove the agent before the  start date from their current rotation.  This is the functionality that would provide the most benefit for our organisation.

Thanks

Hi Timothy, 

I'm sorry for the misunderstanding.

The behaviour for work plan rotations hasn't changed so what you are saying is correct. An agent can only be part of 1 work plan rotation at any time, regardless of their start and end dates. 

Moving someone from work plan rotation 1 to rotation 2 before their end date would result in them moving to work plan rotation 2 with immediate effect. 

Paul

I understand how it works for Workplans so assuming this will not work when we want to move a CSR from one work plan rotation permanently to another with a future date (beyond a date where schedules have already been generated)

Hi Tim, 

When assigned to a single-week work plan this becomes your "default Work Plan" and underlies any work plan rotation (or work plan override) you have, this is depicted at around 1:48 of the video.

The scheduler only schedules the agent for the rotation based on their start and end dates within the work plan rotation --> agents tab:

In the above Adam would be scheduled according to his single-week work plan until the 4th of November, then transition to the rotation until the 12th of November when he'd transition back to his single-week work plan.

Paul

Hi Paul

I was under the impression that if you assign a Workplan Rotation with a future start date for an Agent it removes them immediately from their current workplan.

Tim 

Hi Tim, 
Start and end dates already exist for Work Plan Rotations.
More information can be found in the Resource Centre article:

add a work plan rotation
Paul 

Hi Paul, are there any plans to introduce future dated changes on Work Plan Rotations?

Hi Community, 

this week sees the release of "Manually assign work plans with future effective dates".

This feature allows administrators to set up work plan changes in advance, making it easier to manage planned transitions between Work Plans, for example, full-time to part-time schedules or early shifts to late shifts. The schedule engine automatically applies these updates during future schedule generation, reducing the need for same-day changes and minimizing manual workload. 

To help understand the details and use cases for using Work Plan effective dates I've attached a walk-through video to guide you through the process.

In addition to this you can find out more in the help center:

work plan assignment overview

Any questions please comment below.

Paul