Work Pattern Template Assignment Assistant

AI agent

  Use the Work Pattern Template Assignment Assistant to assign a work pattern template by describing the workers, template, and effective date in plain language. The assistant interprets your request, searches for the applicable workers, locates the requested template, and applies the assignment. The agent manages the effective dates within the request for you by end dating existing or overlapping templates currently assigned to a user. 

  Before making updates, the assistant validates the request. It asks for clarification when it can’t identify workers, finds more than 10 workers, or can’t locate an exact template match. After processing, it provides a worker-level summary showing whether each assignment succeeded or failed, including a clear error message when applicable.

With the Work Pattern Template Assignment Assistant you can:

  • Assign Work Pattern Templates to a single worker or a group of workers when given a context of any combination of a Enterprise, Legal Entity, Business Unit, Department, Location, or Job Profile Type. 
  • Find existing Work Pattern Templates to assign to the workers.
  • Create or update templates for up to 25 workers at a time.

This assistant is:

  • Preconfigured: Ready to use immediately, no setup or configuration required.
  • Secure: Employee access strictly follows your data access and role privileges.
  • Context-aware: Knows the scope and manages the effective dates of the template. 
  • Conversational: Responds to your requests in natural language, making it easy and intuitive to find information.

Here are some sample prompts:

  - “Assign the Night Shift work pattern template to Maria Garcia starting January 1, 2027.”
  - “Assign the Standard Weekday template to workers in the Manufacturing department starting July 1, 2027.”
  - “Apply the Weekend Coverage template to employees in the Dallas business unit with job code RN-01, effective August 15, 2027.”
  - “Assign the Part-Time Schedule template to workers in the Customer Support department.”
  - “Apply the 4x10 Schedule template to Jordan Lee starting September 1, 2027.”

  For best results, provide the exact work pattern template name and enough worker details (such as worker name, department, business unit, job, or position) to identify the intended population.

Reduce manual effort when standardizing work pattern template assignments across small groups of workers. Consistent effective dating helps teams maintain accurate schedules when work patterns change.

Steps to enable and configure

Tips and considerations

  • The assistant supports 25 or fewer workers in one request.
  • A single work pattern template must match the template name you provide.
  • Copy/Paste the Work Pattern Template name exactly as seen in the application for more successful results.
  • If a worker has a valid work pattern, the assistant will manage dates and automatically end it one day before the new effective start date.
  • The result identifies assignment successes and failures for each worker.

Key resources

No public resources are currently available for this feature.

Access requirements

Users need the existing Manage Work Pattern privilege and the Workforce Scheduling Agents for Workforce Schedule Managers Duty role.