Configuring Workforce Management
Configure Workforce Management (WFM) according to your needs.
Refer to the table for available configuration options and references.
|
Configuration |
Description |
Related Help Topic |
|---|---|---|
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Account Settings |
Choose the amount and length of breaks employees can record. |
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Availability |
Choose employee options for changing their availability. |
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Configuring Brands |
Create brands and apply default settings units under the brand. |
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Locations |
Add locations and configure schedules, locations, and other settings. |
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Jobs |
Create jobs and configure related locations, jobs, and other advanced settings. |
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Leave/Time Off |
Set leave types, time in lieu, applications, approvals, holidays, overtimes, costings, and other related details. |
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Validation Rules |
Establish rules and criteria around the number and ages of employees working at a certain time. |
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Shift Metrics |
Set up items to track on individual shifts to be used for allowances, payroll, and reporting. |
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Financial Configuration |
Set up details about employee superannuation funds. |
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Wage Setup |
Create wage agreements and configure allowance, rate, penalty, and overtime rate conditions. |
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Notifications |
Set up reminders for important events, such as birthdays, document expiration, and others. |
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Shift Reports |
Create reports to track important weekly and daily statistics. |
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Categories |
Create location categories and groups for use in exporting shift reports. |
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Audit logs |
View user actions related to publishing schedules, approving leaves, adding shifts, and others. |
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Greyscale mode |
Change UI colors to high-contrast black, grey, and white for ease of viewing. |
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Security Settings |
Set up two-factor authentication (2FA) to secure your account. |
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Dashboard |
Configure the widgets, KPIs, and groups that appear on your WFM dashboard. |