Workforce Schedule Enhancements for Schedulers

After moving an open shift to assign it, unassigning a shift from a worker, or moving a shift between days or workers, the applicable scheduling validations run. You'll see relevant warning and error messages about work pattern violations, potential issues with overlapping absences and shifts, violation of the scheduling rules and mismatches between eligibility criteria and worker attributes.

Workforce Schedule, Worker View Where a Scheduler Is Moving an Open Shift to Celia Church

Workforce Schedule, Worker View Where a Scheduler Is Moving an Open Shift to Celia Church

Workforce Schedule, Worker View Showing a Warning That the Scheduler Can Decide to Ignore and Continue to Assign the Shift

Workforce Schedule, Worker View Showing a Warning That the Scheduler Can Decide to Ignore and Continue to Assign the Shift

Absence events are now shown on the full day column in the Worker view, in both Week and 2 Weeks views and the absences align with the shift display. If the absence has a 1-day duration and crosses the schedule day start time, the absence appears on the event start day. If an absence has more than a 1-day duration, the event appears across all the days that are included in the absence duration.

Workforce Schedule, Worker View with a 1-Day Absence Request Pending Approval That Overlaps a Scheduled Shift

Workforce Schedule, Worker View with a 1-Day Absence Request Pending Approval That Overlaps a Scheduled Shift

Workforce Schedule, Worker View with a Multiday Absence Request Pending Approval Appearing Across All the Days of the Duration

Workforce Schedule, Worker View with a Multiday Absence Request Pending Approval Appearing Across All the Days of the Duration

When assigning an open shift, you now have an improved list of eligible workers. Besides the basic eligibility criteria, such as matching the worker's department, location, job, and assignment information, we now also do these checks:

  • Do the qualifications listed in the open shift exist in the worker's person profile?
  • Are any license and certification qualifications valid, meaning they aren't expired?
  • Do the workers have any approved absences? Any workers with approved absences aren't included in the list of eligible workers. 

You can now easily identify if there are any coverage issues in the Job View for the day, week,  or 2 weeks. Negative or positive variance number in the coverage summary will indicate understaffing or overstaffing hours respectively. Hover over a daily summary to see these totals:

  • Required: Total hours from the workload requirements
  • Scheduled: Total hours from all assigned shifts
  • Open: Total hours from all unassigned shifts
  • Needed: Difference between scheduled and required hours excluding any existing open shifts

Also, you can now review existing open shifts split across the day intervals on the coverage variance panel.

Workforce Schedule Showing Summary Hover Information

Workforce Schedule Showing Summary Hover Information

If you define shifts with unpaid breaks, you can now see in the Job View, the deducted unpaid break duration as a negative variance in the summary at the end of the shift, as shown here:

Workforce Schedule, Job View Showing How the 7:00 AM - 7:00 PM Shift for Advanced Practice RN Job Includes a 1h Unpaid Break

Workforce Schedule, Job View Showing How the 7:00 AM - 7:00 PM Shift for Advanced Practice RN Job Includes a 1h Unpaid Break

These enhancements make it easier for schedulers to manage their schedules.

Steps to Enable

To enable the index for the person search in Workforce Scheduling, schedule this process using the Tools  > Scheduled Processes task. 

Process Parameter Value
ESS job to create index definition and perform initial ingest to OSCS Index Name to Reingest

fa-hcm-schedule-person

Tips And Considerations

You can extend the attributes on Workforce Schedules pages for schedule managers using Visual Builder Studio.

Access Requirements

The Scheduled job to create index definition and perform initial ingest to OSCS process is secured with the FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV function privilege. The privilege is available in the delivered ORA_FND_APPLICATION_ADMINISTRATOR_JOB and ORA_FND_APPLICATION_DEVELOPER_JOB job roles.