Workforce Scheduling Administrator Setup

You can now set up all your workforce scheduling details in one place. With the Schedule and Shift Options task, you decide how your organization handles schedules such as how many periods are shown, who manages the schedules and what job profiles are available for shifts. You can also set time frames for shift change requests and choose when self-scheduling alerts go out.

New Schedule and Shift Options Page

This feature helps you match your processes to your organization’s needs and reduces setup time.

Steps to Enable

Go to My Client Groups > Workforce Scheduling > Schedule and Shift Options.

Access Requirements

Scheduling administrators need these privileges to view and manage schedule and shift options. The privileges are part of the delivered Workforce Schedule Administrator role, but you need to add them to any equivalent custom roles.

Privilege Name	Code	Description
Manage Setup Options	HTS_MANAGE_SETUP_OPTIONS_PRIV	Allows full access to configure all workforce scheduling parameters including schedule periods, job profiles, shift change requests, and alert timing
View Setup Options	HTS_VIEW_SETUP_OPTIONS_PRIV	Provides read-only access to view configured workforce scheduling parameters without modification capabilities