Workload Plan Import by Shift

You can now use the WorkloadPlan object and HCM Data Loader to import shift-based workloads to establish the workload for scheduling. Here's how you establish a shift-based workload:

  • Set Workload Import Type to S.
  • Provide a shift name that matches an enterprise shift configuration, such as 8:00 AM - 5:00 PM.
  • Set the workload unit of measure to Workers
  • Set a count of workers to establish the workload for a shift. Workload Plan attributes for Shift imports

The imported records act as open shifts that can get assigned to workers as part of the schedule generation process. If workers don't match the conditions, the records continue to act as open shifts.

The shift-based workload import behavior is based on how any overlapping shift time is aggregated for the workload consolidation data.  For example, you import a 7:00a to 7:00p record and a 3:00p to 11:00p record, both with a workload value of 1 for a given date. The import process aggregates the overlapping shift times during the aggregation process, as shown here by the middle record with the workload value of 2.

Example of the record created by the schedule consolidation process where the 2 original records overlap each other.

Overlapping Shift Records

Start Time End Time Workload Value
7:00 AM 3:00 PM 1
3:00 PM  7:00 PM 2
7:00 PM 11:00 PM 1

The Time consolidation process imports only the last record received for the date and ignores any existing date that was previously imported. For example, you later import a second 3:00p to 11:00p record that overlaps an earlier 7:00a to 7:00p record. Because these are separate imports, the schedule consolidation process ignores the first record, instead of creating a separate record for the overlapping workload, as shown here.

Example of how the time consolidation process ignores the previous record.

Overlapping Time Record

Start Time End Time Workload Value
3:00 PM 11:00 PM 1

This feature lets you import workload in terms of shift rather than in periods of time, for a given date range.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You can use shift-based workload only with a Baseline workload type.