Workforce Scheduling Setup and Maintenance Tasks

You can address simple to complex scheduling methods with your workforce scheduling configurations. Configure Workforce Scheduling to support your policies by completing these tasks in the order listed.

Here’s how to find tasks in the Setup and Maintenance work area:

On the Tasks panel tab, click Search.
On the Search page, search for and select the task.

Tasks specific to Workforce Scheduling are in the Workforce Deployment offering, Workforce Scheduling functional area.

Task or Quick Action	Description	Recommended Help
Manage Extended Lookup Codes Location: Setup and Maintenance work area	Optionally add codes, such as On-Call, Regular, Trainee to the Workforce Schedule Shift Types extended lookup and edit existing extended names because they’re the values people see on various shift and scheduling pages. Be very careful to not delete any shifts types that have been used. It'll affect editing and coverage calculations in unpredictable ways	Shift Types, Codes, and Categories in Workforce Scheduling
Manage Common Lookups Location: Setup and Maintenance work area	Optionally add shift categories, such as Day, Evening, and Night, to the ORA_HTS_ENT_SHIFTS_CATEGORY lookup type. These categories let schedule managers filter the shifts library to quickly find relevant shifts. Also optionally add shift change reasons in the ORA_HTS_SHIFT_CHANGE_REASON lookup type. You can also edit the lookup code meanings.	Shift Types, Codes, and Categories in Workforce Scheduling
Transaction Console Location: Navigator > Tools	Optionally, configure atomic bypass approvals for Approve Shift Drop transaction rules. By default, approval is enabled for only regular drop shift requests. On-call shift drop shift requests don't require approval.	Oracle HCM Cloud Common Features Release 13 Transaction Console (Doc ID 2430452.1) on My Oracle Support
Manage Task Configurations for Human Capital Management Location: Setup and Maintenance work area	Optionally configure expiration and escalation policies for the DropShiftApprovalTask and OfferShiftApprovalTask tasks on the Deadlines tab.	Define the Due Date and Expiration Policies for Workflow Tasks
Shifts Locations: Setup and Maintenance work area using the Enterprise Shifts task and My Client Groups > Workforce Scheduling	Define the work duration and start time, and optionally include a total break duration to identify the total shift duration. You use these shifts to create work patterns templates and work patterns. You also use them to identify operating shifts for schedule generation profiles, and when managing workforce schedules.	Shifts in Workforce Scheduling
Work Pattern Types Location: Setup and Maintenance work area	Define work periods using duration, start and end times, flexible days, and flexible days and times. You use these types to create work pattern templates and work patterns.	Work Pattern Types in Workforce Scheduling
Work Pattern Templates Locations: Setup and Maintenance work and My Client Groups > Workforce Scheduling	Optionally identify the shifts framework for groups of workers during a specific cycle, create work pattern templates. The shifts can have specific start and end times or durations for specific days. Or they can be flexible. This framework is used to decide the workers' default contractual schedules.	Work Pattern Templates in Workforce Scheduling
Work Patterns Location: My Client Groups > Workforce Scheduling	Identify the shifts framework for a worker during a specific cycle, create work pattern templates. The shifts can have specific start and end times or durations for specific days. Or they can be flexible. This framework is used to decide the worker’s default contractual schedules.	Work Patterns in Workforce Scheduling
Schedule Generation Profiles Locations: Setup and Maintenance work area using the Workforce Schedule Generation Profiles task and My Client Groups > Workforce Scheduling	Define schedule generation profiles that identify the staffing departments and policies governing specific scheduling processes. Schedule managers then use their profiles to generate the workforce schedule for their workers according to their work patterns.	Schedule Generation Profiles for Workforce Scheduling
HCM Data Loader Location: My Client Groups > Data Exchange	Import workload requirement data that provides the demand requirement for Workforce Scheduling. You can import data over any date range and times within those ranges to establish a daily workload requirement to use as a goal for scheduling activities.	Guidelines for Loading Workload Plans for Workforce Scheduling
Alerts Composer Location: Navigator > Tools	Configure self-scheduling alert notifications that keep workers and schedule managers informed about the self-scheduling process. Also configure the schedule generation alerts about, for example, generated schedules and finalize schedule reminders.	Overview of Workforce Self-Scheduling

Note: And you can set up work and manager notifications about new, updated, and deleted work patterns.

Security Reference

The tasks that people can do and the data that they can see depend on their roles, duties, and privileges. For information about these factors, see these two guides: