Setting Up Rotating Schedule Templates

Create the basic properties.

This is not the number of steps.

1. Give it a representative name. When naming schedule templates, remember that CommunityWFM sorts them first by type, then alpha/numerically. 
2. You can leave Description blank but add one if someone who is unfamiliar with the template will need to use it. Don’t do anything with Default interval options.
3. Select the effective date from the date picker. This is the first day that this schedule template will be active.
4. Enter the Step length in weeks. This is how many times you will repeat each step in the rotation, not how many steps there are. If you have four weeks of templates in a rotating schedule template (3 of M-F then one with a weekend) and leave this number as one, you will go through each step one time. If you change this number to two, each step in the rotation would occur twice before moving to the next one (i.e., 6 weeks of no weekend shift then two weekends in a row).
5. Click Save.

1. Click New step to launch a pop-up window.
2. Select a schedule type from the drop-down menu. Then select a template.
3. Select additional assignment parameters from the drop-down menu.
4. Enter the Number of copies of this step to create.
5. Click Save.
6. Repeat to add additional rotation steps.
7. After adding all steps, click Finish.

NOTE: If the effective date of the schedule template is different from the effective assignment date to the agent, the ‘step’ in a schedule may be different from what you expect.

When assigning a rotating schedule template to an agent, assign it to start the same week as the effective date of the template, then assign the week (the step) you expect them to be on that week. This will ensure that the steps line up as expected.