PEC-WFM/Current/Supervisor/DOffWEndRls - Revision history

Mhachey: Published

2020-09-20T11:13:57Z

Published

Mhachey: Published

2020-09-20T10:57:28Z

Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:36:59Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:48:51Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

2020-06-08T15:29:20Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Day Off and Weekend Rules
|TocName=Day Off and Weekend Rules
|Context=Configure day-off and weekend rules while creating and editing contracts.
|ComingSoon=No
|Platform=PureEngage
|Role=Supervisor
|Application=Workforce Management
|Section={{Section
|alignment=Vertical
|structuredtext=You use the '''Day Off and Weekend Rules''' pane when you {{Link-SomewhereInThisManual|topic=CntrPn|anchor=CrtgNewCntrct|display text=create a new contract}} or when you edit an existing contract.

To configure day-off and weekend rules for an existing contract:

#Click '''Policies > Contracts'''.
#In the '''Objects''' pane, select the a site.
#In the '''Contracts''' pane, select an existing contract.<br> The '''Constraints''' pane is displayed by default.
#In the right-side pane, select '''Day Off and Weekend Rules'''.<br> The '''Day Off and Weekend Rules''' pane is displayed.
#Check the '''Days off per schedule planning period''' check box and enter the '''Minimum days off per schedule planning period''' and '''Maximum days off per schedule planning period''', if required.

Use the '''Day Off and Weekend Rules''' pane to ensure that each contract receives a set number of days off per scheduling period. You can also use this pane to configure specific rules for weekend days off and consecutive days off.
|Status=No
}}{{Section
|sectionHeading=Properties
|anchor=ContractDayOffandWeekendRulesProperties
|alignment=Vertical
|structuredtext====Weekend Rules section===
Defines the minimum and maximum number of times per user-defined schedule planning period (none, two to six weeks, or one month) that agents who are assigned to this contract must have a specified day or days off. The schedule planning period is set in '''Policies > Contracts > Site Settings'''.

{{NoteFormat|If you are making changes in '''Contract''' properties, '''Day Off and Weekend Rules''' tab or assigning agents to a '''Contract''', be sure to read the topic {{Link-SomewhereInThisManual|topic=CntrRwVldMsg|anchor=top|display text=Review Validation Messages}}.}}

====A Note About Terminology====
Many of the world's workers take their weekends on Saturday and Sunday, but not all. To assign a different weekend, select the first day of the weekend from the '''Weekend First Day''' drop-down list. Thus, you can alter a contract's settings for weekends quickly and easily with a single adjustment.

If your schedule planning period is one month, you can enter up to five '''First Weekend Days''', '''Second Weekend Days''', and weekends off.

<ul>
<li>'''Weekend First Day'''—If Saturday is the first day of this contract's weekend, keep the default setting (<tt>Saturday</tt>). If this contract's weekend starts on a different day, select that day from the drop-down list.

{{NoteFormat|The value that you select here is displayed instead of '''First Weekend Day in the Days Off''' section.|2}}</li>

<li>'''Maximum Consecutive Working Weekends'''—The maximum number of consecutive weekends that agents who are assigned to this contract type are allowed to work.

{{NoteFormat|A ''working weekend'' is when at least one of the weekend's days is scheduled for work.|2}}

Turn the constraint <tt>OFF</tt> in one of two ways:
<ul>
<li>Set the value of value '''Maximum Consecutive Working Weekends''' to <tt>0</tt>. This is the default setting.</li>
<li>Select the '''Unlimited''' check box, which is located on the right side of the same line. This is the default setting.</li>
</ul>
</li>

<li>'''Maximum Consecutive Working "Saturday"''' (2nd day of the weekend)—The maximum number of consecutive 2nd day of the weekend that agents who are assigned to this contract type are allowed to work. The actual day of the week is determined by your selection in the '''Weekend First Day''' field.</li>
</ul>

===Days Off section===
<ul>
<li>'''''Friday'' (or first weekend days) Are Off'''—When enabled, this feature guarantees that an agent has a specified number of '''First Weekend Days''' off per schedule planning period. Select the minimum and maximum number of times per schedule planning period that the contract must be excluded from the '''First Weekend Days''' schedule.

{{NoteFormat|The actual day of the week is listed in the label (for example, '''Mondays Are Off'''), and is determined by your selection in the '''Weekend First Day''' field.|2}}</li>

<li>'''''Saturday'' (or second weekend days) Are Off'''—When enabled, this feature guarantees that an agent has a specified number of '''Second Weekend Days''' off per schedule planning period. Select the minimum and maximum number of times per schedule planning period that the contract must be excluded from the '''Second Weekend Days''' schedule.

{{NoteFormat|The actual day of the week is listed in the label (for example, '''Tuesdays Are Off'''), and is determined by your selection in the field '''Weekend First Day''' field.|2}}</li>

<li>'''Both Weekend Days Are Off'''—When enabled, this feature guarantees that agents of the contract are scheduled with the entire weekend off. Select the minimum and maximum number of times per schedule planning period that the contract must be excluded from the weekend schedule.

{{NoteFormat|If you select '''Both Weekend Days Are Off''', you should still set the properties for the individual weekend days off. '''Both Weekend Days Are Off''' does not replace '''First Weekend Days Are Off''' and '''Second Weekend Days Are Off'''.|2}}</li>
</ul>

===Consecutive Days Off Rules section===
<ul>
<li>'''Minimum consecutive days off hours per week'''—This setting enables you to ensure adherence with legal or company-set requirements for minimum consecutive hours off per week.

{{NoteFormat|If the value is more than <tt>24:00</tt>, then the {{Link-SomewhereInThisManual|topic=Cnstrnts|anchor=MnWfkgDysWk|display text='''Minimum Working Days per Week'''}} constraint should not exceed 6 days, which leaves room for at least one day off to satisfy this constraint, and this constraint is satisfied if it is obeyed at least once a week.|2}}</li>

<li>'''Minimum number of consecutive days off per planning period'''—Enter or select the minimum number of consecutive days off that agents must receive at some point during the schedule planning period.</li>
</ul>
|Status=No
}}{{Section
|sectionHeading=Notes about days off and weekends
|anchor=NotesAboutDaysOffandWeekend
|alignment=Vertical
|structuredtext=The information in this section about days off and weekends is important to note when planning agent schedules.

===Number of Days Off Per Period===
The minimum number of days off per period is based on the lowest number of minimum days off for all contracts in that period. The maximum number of days off per period is the highest number of maximum days off for all contracts in that period.

===Consecutive Days Off Per Period===
The following conditions apply for consecutive days of per period when the effective start date is specified for contract assignment:

#If the period is covered by more than one contract and all contracts have the same consecutive time off value, the constraint is retained for the entire period as if covered by only one contract.
#If the period is covered by more than one contract and the number of days contract that is available is less than the required consecutive time off, that contract is ignored while the maximum consecutive time off constraint for the period is evaluated.
#If the consecutive time off constraint is present in all contracts (satisfying only condition 2. above, the average consecutive time off value is calculated, based on the average total requested time off for each contract or number of contracts per period.
#If at least one contract during the period has a consecutive time off value or <tt>0</tt>, that value is used for entire period.

===Consecutive Working Sundays and Weekends Per Period===
The consecutive working '''Sundays and Weekends''' per period function uses the maximum consecutive setting that is specified in the contract that is assigned on the first day of the schedule. Constraints are not violated during the contract date intervals and are handled properly on date boundaries so that the maximum value of both contracts is not exceeded.

===Minimum and Maximum Saturdays, Sundays, and Weekends Per Scheduling Period===
The min/max Saturdays, Sundays, and weekends per scheduling period function uses the setting that is specified in the contract that is assigned on the first day of the schedule.

If certain rules must be applied to the transitional period, a special transitional contract must be created. Therefore, if the agent needs to change his/her contract from A to B on a certain date (d0) and it is in the middle of the week or in the middle of long period, the user must create the transitional contract to start at day d1, which is the start of the week or the period. Contract B must start at the date d2, which is the start of the full week or period after d0. The application does not provide additional automation to create transitional contracts or rotating patterns.
|Status=No
}}
}}

@@ Line 29: / Line 29: @@
 Defines the minimum and maximum number of times per user-defined schedule planning period (none, two to six weeks, or one month) that agents who are assigned to this contract must have a specified day or days off. The schedule planning period is set in '''Policies &gt; Contracts &gt; Site Settings'''.
-{{NoteFormat|If you are making changes in '''Contract''' properties,  '''Day Off and Weekend Rules''' tab or assigning agents to a '''Contract''', be sure to read the topic {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SteStgs|anchor=CntrRwVldMsg|display text=Review Validation Messages}}.}}
+{{NoteFormat|If you are making changes in '''Contract''' properties,  '''Day Off and Weekend Rules''' tab or assigning agents to a '''Contract''', be sure to read the topic {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SteStgs|anchor=CntrRwVldMsg|display text=Review validation messages}}.}}
 ====A Note About Terminology====
@@ Line 36: / Line 36: @@
 If your schedule planning period is one month, you can enter up to five '''First Weekend Days''', '''Second Weekend Days''', and weekends off.
-<ul>
+*'''Weekend First Day'''&mdash;If Saturday is the first day of this contract's weekend, keep the default setting (<tt>Saturday</tt>). If this contract's weekend starts on a different day, select that day from the drop-down list.
-<li>'''Weekend First Day'''&mdash;If Saturday is the first day of this contract's weekend, keep the default setting (<tt>Saturday</tt>). If this contract's weekend starts on a different day, select that day from the drop-down list.
+*;The value that you select here is displayed instead of '''First Weekend Day in the Days Off''' section.
+*'''Maximum Consecutive Working Weekends'''&mdash;The maximum number of consecutive weekends that agents who are assigned to this contract type are allowed to work. A ''working weekend'' is when at least one of the weekend's days is scheduled for work.
-{{NoteFormat|The value that you select here is displayed instead of '''First Weekend Day in the Days Off''' section.|2}}</li>
+*;Turn the constraint <tt>OFF</tt> in one of two ways<nowiki>:</nowiki>
+**Set the value of value '''Maximum Consecutive Working Weekends''' to <tt>0</tt>. This is the default setting.
-<li>'''Maximum Consecutive Working Weekends'''&mdash;The maximum number of consecutive weekends that agents who are assigned to this contract type are allowed to work.
+**Select the '''Unlimited''' check box, which is located on the right side of the same line. This is the default setting.
+*'''Maximum Consecutive Working &quot;Saturday&quot;''' (2nd day of the weekend)&mdash;The maximum number of consecutive 2nd day of the weekend that agents who are assigned to this contract type are allowed to work.
-{{NoteFormat|A ''working weekend'' is when at least one of the weekend's days is scheduled for work.|2}}
+*;The actual day of the week is determined by your selection in the '''Weekend First Day''' field.
 ===Days Off section===
-<li>'''''Saturday'' (or second weekend days) Are Off'''&mdash;When enabled, this feature guarantees that an agent has a specified number of '''Second Weekend Days''' off per schedule planning period. Select the minimum and maximum number of times per schedule planning period that the contract must be excluded from the '''Second Weekend Days''' schedule.
+*'''''Friday'' (or first weekend days) Are Off'''&mdash;When enabled, this feature guarantees that an agent has a specified number of '''First Weekend Days''' off per schedule planning period. Select the minimum and maximum number of times per schedule planning period that the contract must be excluded from the '''First Weekend Days''' schedule.
+*;The actual day of the week is listed in the label (for example, '''Mondays Are Off'''), and is determined by your selection in the '''Weekend First Day''' field.
-{{NoteFormat|The actual day of the week is listed in the label (for example, '''Tuesdays Are Off'''), and is determined by your selection in the field '''Weekend First Day''' field.|2}}</li>
+*'''''Saturday'' (or second weekend days) Are Off'''&mdash;When enabled, this feature guarantees that an agent has a specified number of '''Second Weekend Days''' off per schedule planning period. Select the minimum and maximum number of times per schedule planning period that the contract must be excluded from the '''Second Weekend Days''' schedule.
+*;The actual day of the week is listed in the label (for example, '''Tuesdays Are Off'''), and is determined by your selection in the field '''Weekend First Day''' field.
-<li>'''Both Weekend Days Are Off'''&mdash;When enabled, this feature guarantees that agents of the contract are scheduled with the entire weekend off. Select the minimum and maximum number of times per schedule planning period that the contract must be excluded from the weekend schedule.
+*'''Both Weekend Days Are Off'''&mdash;When enabled, this feature guarantees that agents of the contract are scheduled with the entire weekend off. Select the minimum and maximum number of times per schedule planning period that the contract must be excluded from the weekend schedule.
+*;If you select '''Both Weekend Days Are Off''', you should still set the properties for the individual weekend days off. '''Both Weekend Days Are Off''' does not replace '''First Weekend Days Are Off''' and '''Second Weekend Days Are Off'''.
 ===Consecutive Days Off Rules section===
-<li>'''Minimum number of consecutive days off per planning period'''&mdash;Enter or select the minimum number of consecutive days off that agents must receive at some point during the schedule planning period.</li>
+*'''Minimum consecutive days off hours per week'''&mdash;This setting enables you to ensure adherence with legal or company-set requirements for minimum consecutive hours off per week.
-</ul>
+*;If the value is more than <tt>24:00</tt>, then the {{Link-SomewhereInThisManual|topic=Cnstrnts|anchor=MnWfkgDysWk|display text=Minimum Working Days per Week}} constraint should not exceed 6 days, which leaves room for at least one day off to satisfy this constraint, and this constraint is satisfied if it is obeyed at least once a week.
 |Status=No
 }}{{Section

@@ Line 10: / Line 10: @@
 |Section={{Section
 |alignment=Vertical
-|structuredtext=You use the '''Day Off and Weekend Rules''' pane when you {{Link-SomewhereInThisManual|topic=CntrPn|anchor=CrtgNewCntrct|display text=create a new contract}} or when you edit an existing contract.
+|structuredtext=You use the '''Day Off and Weekend Rules''' pane when you {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Cntrcts|anchor=CrtNwCntrct|display text=create a new contract}} or when you edit an existing contract.
 To configure day-off and weekend rules for an existing contract:
@@ Line 17: / Line 17: @@
 #In the '''Objects''' pane, select the a site.
 #In the '''Contracts''' pane, select an existing contract.<br>  The '''Constraints''' pane is displayed by default.
-#In the right-side pane, select '''Day Off and Weekend Rules'''.<br>  The '''Day Off and Weekend Rules''' pane is displayed.
+#Click the '''Day Off and Weekend Rules''' tab.<br>  The '''Day Off and Weekend Rules''' pane displays.
 #Check the '''Days off per schedule planning period''' check box and enter the '''Minimum days off per schedule planning period''' and '''Maximum days off per schedule planning period''', if required.
@@ Line 29: / Line 29: @@
 Defines the minimum and maximum number of times per user-defined schedule planning period (none, two to six weeks, or one month) that agents who are assigned to this contract must have a specified day or days off. The schedule planning period is set in '''Policies &gt; Contracts &gt; Site Settings'''.
-{{NoteFormat|If you are making changes in '''Contract''' properties,  '''Day Off and Weekend Rules''' tab or assigning agents to a '''Contract''', be sure to read the topic {{Link-SomewhereInThisManual|topic=CntrRwVldMsg|anchor=top|display text=Review Validation Messages}}.}}
+{{NoteFormat|If you are making changes in '''Contract''' properties,  '''Day Off and Weekend Rules''' tab or assigning agents to a '''Contract''', be sure to read the topic {{Link-SomewhereInThisVersion|manual=Supervisor|topic=SteStgs|anchor=CntrRwVldMsg|display text=Review Validation Messages}}.}}
 ====A Note About Terminology====

@@ Line 5: / Line 5: @@
 |Context=Configure day-off and weekend rules while creating and editing contracts.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Supervisor
 |Application=Workforce Management

PEC-WFM/Current/Supervisor/DOffWEndRls - Revision history

Mhachey: Published

Mhachey: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"