Workforce Engagement Management

Hi Isabelle,

we can say generally following:

• Business Unit: A group of management units that are forecasted and scheduled together to optimize staffing and resource sharing.
• Management Unit: A group of agents within a business unit that share the same workforce management rules, such as planning periods, labor constraints, adherence, and time-off policies.

Or, even shorter:

• Business Unit: The forecasting and scheduling boundary.
• Management Unit: The workforce management rules boundary.

So you do your planning following way:

1. Build a forecast on a business Unit level
2. Build a schedule on a business Unit level
3. Open a schedule for a Business Unit and filter on Management unit

Since Business and Management units are the only Division driven objects in WFM, you can also control which schedule(s) you see and even within a Schedule (BU) which part of the schedule (MU) you see.

All the best,

------------------------------
Robert Tonyka
Sr. Principal PS Consultant
------------------------------

Would this also mean that it is not possible to only publish one management unit at a time after the initial generation of the schedule? They are sharing resources for the overnight and weekend coverage.

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Isabelle Bourgie
Work Force Management, Senior Consultant
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Original Message:
Sent: 07-16-2026 17:23
From: Robert Tonyka
Subject: Scheduling period and access at management unit level

Hi Isabelle,

we can say generally following:

• Business Unit: A group of management units that are forecasted and scheduled together to optimize staffing and resource sharing.
• Management Unit: A group of agents within a business unit that share the same workforce management rules, such as planning periods, labor constraints, adherence, and time-off policies.

Or, even shorter:

• Business Unit: The forecasting and scheduling boundary.
• Management Unit: The workforce management rules boundary.

So you do your planning following way:

1. Build a forecast on a business Unit level
2. Build a schedule on a business Unit level
3. Open a schedule for a Business Unit and filter on Management unit

Since Business and Management units are the only Division driven objects in WFM, you can also control which schedule(s) you see and even within a Schedule (BU) which part of the schedule (MU) you see.

All the best,

------------------------------
Robert Tonyka
Sr. Principal PS Consultant
------------------------------

Hi Isabelle,

A schedule can only be published at the Business Unit (BU) level, which means it is published for all Management Units (MUs) included in that BU.

For example, if the BU contains three MUs, the schedule is generated for all three and, when published, is normally published for all three.

A possible workaround is:

1. Generate the schedule for the entire BU.
2. Delete the schedules for the two MUs that you do not want to publish yet.
3. Publish the schedule. Since schedules only exist for one MU, only that MU's schedule will be published.
4. Later, use the rescheduling wizard to generate the schedule for the next MU and publish it.
5. Repeat the process for the remaining MU.

This allows you to publish the schedules for each MU separately, although the publishing action itself still takes place at the BU level.

Be aware that this workaround has an important limitation. Because the schedules are generated sequentially, the first Management Unit is rescheduled against the full forecast for the Business Unit.

As a result, the system may schedule the agents in the first MU to their maximum available capacity. This can reduce or distort the remaining staffing requirements when the schedules for the other MUs are generated later.

Thanks,

------------------------------
Robert Tonyka
Sr. Principal PS Consultant
------------------------------


Original Message:
Sent: 07-17-2026 06:19
From: Isabelle Bourgie
Subject: Scheduling period and access at management unit level

Would this also mean that it is not possible to only publish one management unit at a time after the initial generation of the schedule? They are sharing resources for the overnight and weekend coverage.

------------------------------
Isabelle Bourgie
Work Force Management, Senior Consultant
------------------------------



Original Message:
Sent: 07-16-2026 17:23
From: Robert Tonyka
Subject: Scheduling period and access at management unit level

Hi Isabelle,

we can say generally following:

• Business Unit: A group of management units that are forecasted and scheduled together to optimize staffing and resource sharing.
• Management Unit: A group of agents within a business unit that share the same workforce management rules, such as planning periods, labor constraints, adherence, and time-off policies.

Or, even shorter:

• Business Unit: The forecasting and scheduling boundary.
• Management Unit: The workforce management rules boundary.

So you do your planning following way:

1. Build a forecast on a business Unit level
2. Build a schedule on a business Unit level
3. Open a schedule for a Business Unit and filter on Management unit

Since Business and Management units are the only Division driven objects in WFM, you can also control which schedule(s) you see and even within a Schedule (BU) which part of the schedule (MU) you see.

All the best,

------------------------------
Robert Tonyka
Sr. Principal PS Consultant
------------------------------