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            Create a Scheduling Objective

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            Create a Scheduling Objective

            Scheduling objectives apply business goals to the scheduling process. Planners and administrators can set scheduling objectives to optimize scheduling.

            Required Editions

            View supported editions.
            Note
            Note Workforce Engagement is scheduled for retirement. See Workforce Engagement Retirement.

            Create scheduling objectives that reflect your scheduling goals. When a planner matches support reps to shifts, the scheduling engine gives each objective equal weight.

            1. From Setup, in the Quick Find box, enter Scheduling, and then select Objectives.
            2. Click New.
            3. Name your scheduling objective and add a description.
            4. Select the type of scheduling objective. If the objective type uses fields, enter values in the fields that appear.
              We predefine these objective types.

              • Maximized Preferences—When service reps define their preferred operating hours and create a service resource preference, the scheduling tools consider each service rep's preference when identifying candidates for shifts.

              • Balance Shifts— Scheduling balances the number of shifts across service reps within the specified time period.

              • Balance Non-Standard Shifts—Scheduling balances the number of non-standard shifts across service reps within the specified time period.

            5. Click Save. Or to save and add more objectives, click Save and New.
            Example
            Example Create a scheduling objective of type Balance Shifts. The fields define how many days to consider when balancing shift assignments. For example, if you enter 10 in Days Before Shift and 50 in Days After Shift, the scheduling tool balances assignments across a 60-day window that spans 10 days before each shift and 50 days after it.
             
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