How Scheduler Profiles Are Used

To plan and publish workforce management (WFM) schedules, you need to be linked to a scheduler profile. The purpose of the profile depends on whether you're a time and labor manager or line manager and what schedule pages you use.

Team Schedule Pages

The page that time and labor managers open for their client groups uses the profile to identify the options for the Scheduling Group filter. The page that line managers open for their team lets them filter by only their organizational hierarchy, so the page doesn't use the profile.

Planned Schedule and View Published Schedule Pages

If you plan and view published schedules in the Time Management work area, the profile identifies the first day of the schedule week. For example, the default profile has the week starting on Sunday.

The profile also identifies the shift labels that you see on the schedule. For example, your team schedule shows the shift short name for shifts with defined limits. For shifts without limits, it shows the start and end time or the duration. Shifts with defined limits have people working a fixed number of hours each day, with specific start and end times. Shifts without limits have people available for a certain number of hours in a day or in a specific period of the day. For example, people are available for 8 hours between 8:00a and 8:00p.

The profile can include the resources required for each day of the week and any allowed staffing differences over and under those requirements. The profile can also specify colors for overstaffing and understaffing to help with staffing analyses.