How You Configure and Assign Work Schedules
To define worker schedules, you configure calendar events and work schedules using these tasks in the Setup and Maintenance work area. They're part of the Workforce Deployment offering, Workforce Information functional area.
Task | Description |
---|---|
Manage Availability Lookups | Use lookup codes to define geographical locations for area 1
through area 4, such as United Kingdom (area1), England (area2), and London
(area3). Add the codes to the ORA_PER_GEOGRAPHIC_TREE_NODES lookup to create
these location lookups. Use the PER_CAL_EVENT_CATEGORY lookup type to define calendar event categories beyond the delivered Public holiday category. |
Manage Geography Trees | Create the geographic tree and tree versions. Add the geographic tree nodes to the tree versions. Also, audit, activate, and flatten the tree versions. |
Manage Calendar Events | Create calendar events, such as May Day, Thanksgiving, and Boxing Day, to include and exclude at various levels of the organizational or geographical hierarchy. |
Manage Locations | Update locations, as appropriate, to override calendar events
for default geographic hierarchies. For example, a team in Bangalore is working
with a team in France. During the project, you want the Bangalore team to also
observe the French public holidays. This task is part of the Workforce Structures functional area. |
Work Shifts | Create work shifts, such as Day Office and Night Home. |
Work Workday Patterns | Create workday patterns using the work shifts. For example, create a weekly work pattern with the Day Office shift starting on Monday and ending on Wednesday. The Night Home shift starts on Thursday and ends on Friday. |
Eligibility Profiles | Create profiles that automatically identify who's eligible for a particular work schedule. For example, you want to identify people in the Support department. |
Work Schedules | Create work schedules made up of work patterns, calendar events, exceptions, if any, and eligibility profiles. |
Work Schedule Assignment Administration | Assign the work schedules to the appropriate workforce structures, such as assignment, position, job, department, or location. |
Work Schedule Assignment | Change the work schedule assignment for a specific
person. This task is in the Person Management work area, on the Tasks panel tab after you find the specific person. |