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 (Setup and Maintenance)	Optionally configure the shift type list of values used to group shifts with similar attributes. Add codes, such as PRECEPTOR, TRAINEE, MEETING, and LIGHT_DUTY to the Workforce Schedule Shift Types extended lookup. Also set a productivity percentage for each type. You can also edit existing extended names to use more familiar terms. These names are 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	Add Shift Types for Workforce Scheduling
Manage Common Lookups (Setup and Maintenance)	Optionally configure the shift category list of values, such as adding DAY, EVENING, NIGHT, and 24H_ONCALL. The list lets schedule managers filter the shifts library and workforce schedules to quickly find relevant shifts. Optionally configure the Reason list of values for shift change requests used in cover and drop shift requests, such as adding Approved absence, Childcare, or Medical emergency.	Configure Key Lookups for Workforce Scheduling
Alerts Composer (Navigator > Tools)	Optionally review and edit the self-scheduling alert notifications that keep workers and schedule managers informed about the self-scheduling process. Also review and edit the schedule generation alerts about, for example, generated schedules and finalize schedule reminders.	Overview of Workforce Self-Scheduling
Transaction Console (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 Align Approval Workflows for Drop, Cover, and Swap Shift Requests with Organizational Policies
Manage Task Configurations for Human Capital Management (Setup and Maintenance)	Optionally configure expiration and escalation policies for the DropShiftApprovalTask and OfferShiftApprovalTask tasks on the Deadlines tab.	Configure an Expiration Policy for Swap Shift Approvals Define the Due Date and Expiration Policies for Workflow Tasks
Shifts (Setup and Maintenance, Enterprise Shifts task, or My Client Groups > Workforce Scheduling)	Define the work duration, start time, and optionally include a total unpaid break duration to calculate 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 (Setup and Maintenance)	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 (Setup and Maintenance work, or 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 (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
Scheduled Processes (Navigator > Tools)	Schedule the Process Workforce Scheduling Alerts process to run regularly to send the relevant notifications to schedulers and workers.	Notify Workers and Managers About New, Updated, and Deleted Work Patterns Alert Notifications for Workforce Scheduling
Schedule Generation Profiles (Setup and Maintenance, Workforce Schedule Generation Profiles task, or 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
Assign Areas of Responsibility	Use the Schedule Manager responsibility type and Approval usage to set up relevant areas of responsibility for each scheduler in a schedule generation profile. This usage ensures the schedulers get the relevant self-service notifications. The scope needs to include the departments and locations that are in their schedule generation profiles. For example, a scheduler's profile and responsibility scope both have the Maternity department for Miami, but not Los Angeles. Thus they manage only the Maternity, Miami schedule.	How You Assign Areas of Responsibility
HCM Data Loader (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.	Workload Management for Workforce Scheduling Guidelines for Loading Workload Plans for Workforce Scheduling

Task or Quick Action

Description

Recommended Help

Manage Extended Lookup Codes

(Setup and Maintenance)

Optionally configure the shift type list of values used to group shifts with similar attributes. Add codes, such as PRECEPTOR, TRAINEE, MEETING, and LIGHT_DUTY to the Workforce Schedule Shift Types extended lookup. Also set a productivity percentage for each type.

You can also edit existing extended names to use more familiar terms. These names are 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

Add Shift Types for Workforce Scheduling

Manage Common Lookups

(Setup and Maintenance)

Optionally configure the shift category list of values, such as adding DAY, EVENING, NIGHT, and 24H_ONCALL. The list lets schedule managers filter the shifts library and workforce schedules to quickly find relevant shifts.

Optionally configure the Reason list of values for shift change requests used in cover and drop shift requests, such as adding Approved absence, Childcare, or Medical emergency.

Configure Key Lookups for Workforce Scheduling

Alerts Composer

(Navigator > Tools)

Optionally review and edit the self-scheduling alert notifications that keep workers and schedule managers informed about the self-scheduling process. Also review and edit the schedule generation alerts about, for example, generated schedules and finalize schedule reminders.

Overview of Workforce Self-Scheduling

Transaction Console

(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

Align Approval Workflows for Drop, Cover, and Swap Shift Requests with Organizational Policies

Manage Task Configurations for Human Capital Management

(Setup and Maintenance)

Optionally configure expiration and escalation policies for the DropShiftApprovalTask and OfferShiftApprovalTask tasks on the Deadlines tab.

Configure an Expiration Policy for Swap Shift Approvals

Define the Due Date and Expiration Policies for Workflow Tasks

Shifts

(Setup and Maintenance, Enterprise Shifts task, or

My Client Groups > Workforce Scheduling)

Define the work duration, start time, and optionally include a total unpaid break duration to calculate 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

(Setup and Maintenance)

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

(Setup and Maintenance work, or

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

(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

Scheduled Processes

(Navigator > Tools)

Schedule the Process Workforce Scheduling Alerts process to run regularly to send the relevant notifications to schedulers and workers.

Notify Workers and Managers About New, Updated, and Deleted Work Patterns

Alert Notifications for Workforce Scheduling

Schedule Generation Profiles

(Setup and Maintenance, Workforce Schedule Generation Profiles task, or

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

Assign Areas of Responsibility

Use the Schedule Manager responsibility type and Approval usage to set up relevant areas of responsibility for each scheduler in a schedule generation profile. This usage ensures the schedulers get the relevant self-service notifications.

The scope needs to include the departments and locations that are in their schedule generation profiles. For example, a scheduler's profile and responsibility scope both have the Maternity department for Miami, but not Los Angeles. Thus they manage only the Maternity, Miami schedule.

How You Assign Areas of Responsibility

HCM Data Loader

(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.

Workload Management for Workforce Scheduling

Guidelines for Loading Workload Plans for Workforce Scheduling

Note: These tasks are also available as part of Oracle Fusion Cloud Human Resources:

Shifts
Work Pattern Types
Work Pattern Templates
Work Patterns

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: