Employee Space
What Parts of the Employee Space can only be changed by Application Support?
The Job Field
Who maintains the main list of shift labels?
Application Support
Before building a rotation (both Manual OR through using the rotation builder tool, what must you verify in WFM before starting.)
The shift labels, (start times, and end times and breaks must all exist prior to starting) [and bonus- also that the unit exists and checking the correct spelling/naming of it]
what file on your computer do you look for when loading a rotation using Rotation builder?
The robotics folder
bonus points (but no prizes) if you added the WFM interfaces, and the proper folder (WFM interfaces (train or Production) and WFM rotation import
What is the name of the exception report in WFM
AHS Schedule Exception Report
How do we add an Employee to a Unit?
click the plus symbol (paper with folded corner and plus on the sheet), a new line is created, fill in proper criteria (unit and dates, home unit etc) and hit SAVE
When creating a shift label, there are 2 sections at the bottom of the shift label that must be completed. What are they?
The Activity (including the break spot) and the Day part.
you need to make a change to an existing rotation, what are the 2 ways to do it?
row version, and bulk version
What must you do after ANY change in ANY rotation?
Save, Activate, Validate and Process!
what is the name of the report that tells you who is in what rotation and row?
AHS Rotation Assignment Report
What extra step must you take for a Regularized Relief Staff member in the Employee Space?
Check off the regularized relief box under the unit section.
you need to add a shift label with built in Charge pay. Where and how do you add it.
Under Activity and check off the Responsibility flag.
You need to add your baselines to a rotation, how do you do it?
by using the Staffing Requirement Template
Under "manage assignments" is the UNASSIGN option, what is the one thing in that section that you should NEVER do?
Check off the temporary box (can't select a reason)
you get a validation or publication error while publishing a rotation, what do you need to do?
find the exception and clear it or fix the occupation etc before proceeding.
What do you need to do in the Employee space to ensure that an Employee is included in a shift call out?
add them to every call list for every applicable unit, for all applicable dates
You need to look up the Shift label Standardization, where do you look?
The Scheduling Manual
You are looking for a specific rotation in a list of 1000 rotations, what are a few ways you can narrow down the list to find the one you are looking for?
use the wildcard (%)
use the upside-down pyramid beside FIND to filter further
How do you rename/re-number a row?
Right click on the row number and pick "rename"
ROTATIONS CONT'd
How long should it take for locks to clear when a Rotation is publishing?
no more than 15 min. if locks are on for over 30 min check with Application Support if something went wrong
You open the Employee Space, and you see a few system generated entries under the Unit section. what action must you take?
Every system generated shift must be investigated, as it will either mean, an error while booking the Employee, or they may need to be added to a Call list for the unit in which the system generated entry was made for.
What is the only colour for shift labels being used in WFM?
Black
You don't want to see all the inactive rotations in the system, how do you remove them from your view?
upside down pyramid, go to "inactive" select FALSE from the drop down and press GO
How do you change an FTE or Cost Center in WFM assignments
click on the pencil icon, select the pencil again, and do a bulk version OR click on the row and do a row version. You can then change an FTE or Cost Center
2 Questions!
A - What should you ignore when you go back into a rotation after it has been published?
B- what type of Costing should you assign to a staff member?
A -The Week headers at the top, as they will line up week 1 with the date that you have opened, not necessarily the true week 1 of the rotation.
B- Row Based