Required Staffing Wizard

Important

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Use the Required Staffing Wizard to define required staffing values in a forecast scenario's Staffing view.

Tip

Before selecting the template option in this dialog box, create templates as needed.

To set required staffing by using this wizard:

1. Open a Forecast scenario, and its staffing view.
2. Select Required Staffing from the Action menu or click the toolbar icon ().
   The Required Staffing Wizard starts.
3. Select one of the following radio buttons at the Select Data Source screen:
   • Load Calculated Staffing—Apply calculated staffing to required staffing with no changes.
     1. Click Finish.
        The wizard ends here, if you make this choice.
   • Load Calculated Staffing, adjusted by—Enter (into the adjacent field) a percentage by which to adjust calculated staffing, before applying it to required staffing. Valid values are from -99 to 999.
     1. Click Finish.
        The wizard ends here, if you make this choice.
   • Load Calculated staffing, adjusted using overheads—Use the overheads will be selected in the Select Overheads screen to adjust calculated staffing, before applying it to required staffing.
     1. Click Next to display the Select Overheads screen.
     2. Select one or more items from the list.
        WFM applies the overheads that you select to calculated staffing and saved as required staffing.
     3. Click Finish.
        The wizard ends here, if you made this choice.
   • Use Templates—Apply the staffing templates that will be selected in the Select Templates screen to required staffing.
     1. Click Next to display the Select Templates screen.
     2. Select one or more templates from the Templates list on the left side, and click the >> button to move your selections to the Applied Templates list on the right side.
        Tip

        You can modify a template's characteristics after selecting it on the left side and before moving it to the right side.
     3. Optional: Select each template on the left side and adjust its configuration using the controls below the list: Start Date, End Date, and day of the week check boxes.
     4. When you have made all necessary adjustments, click Finish.
        The wizard ends here, if you made this choice.

About Required Staffing

Required—staffing data is user-defined staffing requirements for a forecast scenario.

• If you have compiled calculated-staffing values, you have the option of setting required staffing to the same values as calculated staffing.
• Forecasts can contain both calculated and required data. You can build schedules by using either set of data.
• Required staffing can be composed of a combination of template values, manually entered amounts, and calculated staffing values.