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Default Scheduling Policies in Workforce Scheduling
Workforce Scheduling includes scheduling policies available by default that cover common scenarios. For field only scheduling, this includes reducing cost by minimizing travel and overtime, scheduling appointments as soon as possible, scheduling to preferred resources, and balancing scheduling so that results are sufficient across all competing preferences. For on-site only scheduling, this includes workload balancing. If you have both field and on-site scheduling enabled, all these default policies are available.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
For field scheduling, and when both field and on-site scheduling are enabled, the Cost Optimized scheduling policy is the org’s system default policy in Setup. This default is applicable also if there’s no explicit default policy selection.
You weight each objective in the policy. Weights are relative — they tell the scheduling engine how much each objective matters compared to the others in the same policy. Higher weight means the engine prioritizes that objective more when grading candidate schedules. You assign weights proportionally: if minimizing travel matters twice as much as scheduling as soon as possible, give it roughly twice the weight.
Cost Optimized Scheduling Policy
Prioritizes cost reduction by minimizing travel and overtime. This policy is best for organizations where cost control is the primary scheduling driver. This scheduling policy is available by default for field scheduling, and when both field and on-site scheduling is enabled.
| Objective | Weight | Configuration |
|---|---|---|
| Minimize Travel | 300 | Exclude Travel from Home Base: Off Exclude Travel to Home Base: Off |
| Same Site | 80 | Exact Location: Off |
| ASAP | 100 | |
| Minimize Overtime | 360 | |
| Preferred Resource | 30 |
Customer First Scheduling Policy
Schedules work as soon as possible to minimize customer wait times. The Customer First policy includes a single ASAP objective at the highest weight to maximize scheduling speed for all work equally. This scheduling policy is available by default for field scheduling, and when both field and on-site scheduling is enabled.
| Objective | Weight | Configuration |
|---|---|---|
| Minimize Travel | 300 | Exclude Travel from Home Base: Off Exclude Travel to Home Base: Off |
| Same Site | 80 | Exact Location: Off |
| ASAP | 30,000 | |
| Minimize Overtime | 360 | |
| Preferred Resource | 30 |
Resource Preference Scheduling Policy
Routes work to preferred resources with higher-priority, even if the travel time or wait time increases. This scheduling policy is available by default for field scheduling, and when both field and on-site scheduling is enabled.
| Objective | Weight | Configuration |
|---|---|---|
| Minimize Travel | 300 | Exclude Travel from Home Base: Off Exclude Travel to Home Base: Off |
| Same Site | 80 | Exact Location: Off |
| ASAP | 100 | |
| Minimize Overtime | 360 | |
| Preferred Resource | 30 | |
| Resource Priority | 3,000 |
Balanced Scheduling Policy
Balances competing scheduling preference with reasonable trade-offs between speed, cost, and resource utilization. This policy is suitable for organizations that want fast scheduling without sacrificing all cost control. This scheduling policy is available by default for field scheduling, and when both field and on-site scheduling is enabled.
| Objective | Weight | Configuration |
|---|---|---|
| Minimize Travel | 300 | Exclude Travel from Home Base: Off Exclude Travel to Home Base: Off |
| Same Site | 80 | Exact Location: Off |
| ASAP | 9,000 | |
| Minimize Overtime | 360 | |
| Preferred Resource | 30 |
Workload Balancing (On-Site) Scheduling Policy
Distributes on-site appointments evenly across resources to balance workload and resource utilization. This policy is suitable for organizations that want on-site work distributed evenly across their resources. This scheduling policy is available by default for on-site scheduling, and when both field and on-site scheduling is enabled.
| Objective | Weight | Configuration |
|---|---|---|
| Load Balancing | 1 |
