Employees¶

Basic Settings¶

Top Panel

Field	Description
Active	Allow if an employee is currently active
Access	Allow an employee to access the WFM source. If an employee does not have this permission, they can still have scheduled shifts but will need assistance to log in to WFM
Adult	-

Employee Detail

Field	Description
First Name	Enter employee's first name
Last Name	Enter employee's last name
Username	Create a username for the employee. This username will be used not only for logging into the system but also as the username for the specific source the employee operates in
Personal Number	Enter employee's personal number
E-mail	Enter employee's email
Phone Number	Enter employee's phone number
External ID	It's used to identify a specific user across several different sources
Roles	Predefine rights and accesses allowed for an employee within a WFM source
Timezone	Select a timezone aligned with the employee's location and working hours
WFM	Specify the source from which employee data synchronizes with WFM
Call Centre	Verify the employee uses the correct queue
Password	Create a password for WFM-only employees
Confirm Password	Confirm the password

Field	Description
Skill Name	Skill pertains to the type of work that is pertinent to the individual employee
Level of Competence	Select employee's seniority level
Actions	Remove/edit

Field	Description
Holiday Period	Allow work during holiday period
Night Shifts	Allow night shift assignments
Contract Name	Select contract type
Contract Start	Beginning date of contractual agreement
Contract End	Termination date of contractual agreement

Note: Organizations may set either daily or monthly hour limits, but not both.

Field	Description
Day Hours Limit	Maximum hours per single day
Week Hours Limit	Maximum hours per week
Number of Hours per Day	Total scheduled hours in a single day
Min Continuous Rest per Week	Minimum consecutive rest hours
Min Break Hours per Day	Minimum break duration within a day
Min Break Hours per Day Splitted	Additional breaks below the defined limit
Break at least After Hours	Break timing requirement
Month Hours Limit	Maximum hours per month

Field	Description
Shift	Select the shifts permitted for an employee. By default, all shifts are permitted
Breaks	Enable and configure breaks
Actions	Remove/edit

Field	Description
Break Name	Select break from settings
Period	Type of subsidy (weekly, monthly, daily)
Subsidy/h	Amount of hours for selected subsidy type
Actions	Remove/edit

Field	Description
Superior	Define the employee's supervisor
Subordinate	Define who reports to this employee

Field	Description
Send User to AI for Automatic Planning	AI automatic planning is utilised for employees with predefined working conditions
Allow Work from Home	Permit remote work when job requirements allow
Only Work from Home	Allow if physical presence isn't required
Morning	Preference scale (1-100; <50 indicates preference against)
Afternoon	Preference scale (1-100; <50 indicates preference against)
Holiday	Preference scale (1-100; <50 indicates preference against)
Night	Preference scale (1-100; <50 indicates preference against)
Weekend	Preference scale (1-100; <50 indicates preference against)

Field	Description
Name of Request Type	Name the request type
Year	Select the year for this request type
Fund/Exhausted	Specify available hours for this year
Actions	Remove/edit