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About Assignment Workload Criteria


The workload criterion is a special criteria type used to balance the load between candidates. You can create workload criteria by adding workload rules in the Assignment Workload view for employees and positions, or the Assignment Organization Workload view for organizations. Workload criteria are generally used with service assignments. You can also define your own workload rules using the Workload Distribution Rules view.

NOTE:  When creating your own workload rules, keep in mind that performance may be affected if Assignment Manager is accessing a nonindex column or retrieving the total number of records.

The workload criteria apply a workload score to candidates based on their current workload. The workload score is calculated as follows:

Workload score = Score * (1 - (current workload/maximum workload))

NOTE:  The candidate's current workload excludes the workload of the current object being assigned.

Candidates with a lighter workload receive a higher score than candidates with a heavier workload. The workload score is then added to the candidate's score to generate a total score. Candidates that have workloads in excess of the maximum workload are eliminated from the assignment rule. This criteria prevents employees from being overloaded. Multiple workload criteria can be used for each assignment rule.

NOTE:  As with other criteria, workload criteria have a Required attribute, which functions in the same manner as it does for regular criteria.

Figure 3 shows a workload criterion that:

  • Adds 100 points to candidates with a workload of 0 items (100* (1-(0/2))
  • Adds 50 points to candidates with a workload of 1 item (100* (1-(1/2))
  • Adds 0 points to candidates with a workload of 2 items (100* (1-(2/2))
  • Eliminates candidates with a workload of more than two items if the criteria is marked as Required

For information on defining workload see Defining Assignment Workload.

Figure 3.  Sample Workload Criterion
Click for full size image

Workload criteria can be enabled for multilingual list of values (MLOV) capabilities with additional configuration. MLOV allows workload criteria to be stored in a form that can be retrieved and displayed in a variety of supported client languages. For more details on this feature, see Configuring Siebel eBusiness Applications.

Siebel Assignment Manager Administration Guide