Training #1: Scheduling

Now that you've got your WFM account set up and ready to go, create your first schedule.

Watch the video, or follow the steps below.

Go to Shifts > Daily.
Pick a day first using the calendar picker. Start with next week’s schedule.
Now you’re looking at the first day of next week’s schedule. First, you’ll want to check that your forecast is correct. For more information, see Forecasting.
To see if the data is generating automatically, check the Sales and Units rows at the bottom of the Daily screen.
If the numbers look off or there’s no data, click Create Forecast or Edit Forecast on the menu bar to the right of the date picker.
From here, you can manually generate your forecast based on a certain week and add a rolling average or index. Or, enter your forecast using your own projections.
When your forecast looks right, click Create Schedule at the top to go back to the Daily view.
Drag a shift out in the gray bar at the bottom, from the start time to the finish time.
Choose the job you want to schedule, then pick the staff member from the list on the right. People are sorted by suitability.

FAQs

Why do employees appear in yellow? You haven't set up availability for employees yet. Go to Setup > Employees > List and click Edit / Approve Availability. Start from next week, and click Always available to make someone available 24/7). For more information, see WFM Employee Availability.
Why do employees appear in red? They are already scheduled on at that time.
Why do employees not have a cost? You haven't set up wages for that employee yet. Go to an employee profile, then click Wages. For more information, see Managing Wages for WFM Employees.
Why don't I see a staff member I'm looking for under a certain job? You haven't set up the Jobs section of the employee profile. For more information, see Jobs. To add extra jobs to your account, go to Setup > Jobs.
How do I color-code the shifts? Click the Options button at the top then toggle the "Color by" option to color by job or availability.

If you’re happy with the day’s schedule, you can copy shifts from one day to future days, or copy a whole week to another week. Hover over Copy. For more information, see Copy and paste shifts.
When you’ve finished the week’s schedule and you’re happy with it, send it to the employee. Go to Actions > Publish Schedules.
Try printing out the schedule. Click Print.