Master Schedule Overtime Requirement View
Contents
Enter and edit overtime requirements into the Master Schedule.
Use the Master Schedule Overtime Requirement view to enter and edit overtime requirements. It is available for the Master Schedule only.
See the toolbar image here and the button descriptions below.
The Objects pane and grid
The Overtime Requirement module shares the same or similar interface components and functionality as other main forecast views, such as Volumes:
The Objects pane presents site and multi-site activities.
- Select a business unit, multi-site activity, site, or activity from the tree in the Objects pane.
- Select Month (the default) or Week from the Period drop-down menu (above the grid in the Data pane) to specify the granularity of data that is displayed in the grid.
- Enter or select a date in the date selector (above the grid in the Data pane) to specify what days' data are displayed in the grid. This choice also specifies the granularity of the date selector itself.
The grid reacts immediately to each of these selections. For example:
- If the Period value is Month, each row is the date of the first day in a week of the month in the date selector, and each column is a day of that week.
- If the Period value is Week, each column is a single day's date of the week in the date selector, and each column is a day of that week and each row is a 15-minute time step of that single day.
Enabling sub columns
You can use the Options dialog box to enable sub-columns for each column.
Overtime
This sub column contains its own sub columns:
- Required (editable)—The daily total for Overtime Required is calculated not as the simple total of timestep values, but as an Full-Time Equivalent (FTE). This column is displayed at all times.
- Scheduled (read-only)—This column is displayed by default but can be unchecked in the Options dialog.
Staffing
This sub column contains its own sub columns:
- Calculated—read-only.
- Required—read-only.
- Coverage—read-only.
- Variance—read-only.
Formulas
- Graph Value = Schedule activities coverage (in single skill equivalents [sse]) - calculated forecast (sse) - anticipated non-working overhead (sse)
- Anticipated Non-Working Overhead (sse) = schedule state total (sse) * total forecasted non-working overhead (percentage)/100 - total scheduled non-working overhead (sse). If anticipated non-working overhead (sse) is less than
0
, then anticipated non-working overhead =0
.
Difference
This sub column contains its own sub columns:
- Calculated—Calculated staffing – read-only.
- Required—Required staffing – read-only.
Actions menu and toolbar
The following commands are available on the Actions toolbar (and also on the Actions menu):
Icon | Name | Description |
---|---|---|
Cleanup | Opens the Cleanup Master Schedule Window. Enables you to delete Master Schedule information for selected dates and agents. | |
Convert variance to overtime required |
Enabled only when you select Weekly in the Period drop-down list, select an activity or multi-site activity, and the Staffing Variance is present in the data grid.
| |
Save | Saves your changes. | |
Use multi-site activities | Enabled when you select an Enterprise or a Business Unit, and disabled when you select a Multi-Site Activity. Clicking this button adds to the grid multi-site activity data for the selected business unit.
If you set this button to On, WFM retains your last selection—in the current view and for all other views that contain multi-site activities—preventing you from having to click it every time you want to display data for the selected multi-site activity. | |
Options | Opens the Options dialog. Enables you to display or hide individual statistics. |
Options dialog
Use the Options dialog box to specify the columns that the Master Schedule Overtime Requirement view displays.
- Click the Options button on the Master Schedule Overtime Requirement view's Actions toolbar.
- The Options dialog box opens. Only the Overtime Scheduled check box is selected by default.
- Select the check boxes for the column(s) that you want to be included in the display:
- Overtime Scheduled
- Staffing Calculated
- Staffing Required
- Staffing Coverage
- Staffing Variance
- Difference Calculated
- Difference Required
- Click OK to apply your choices.