Set Up Your System and Core Configuration

Configure core objects, permission sets, skill sets, and scheduling logic to align system automation with your operational requirements.

Work through the configuration checklist to set up permission sets, related lists, operating hours, service territories, service resources, and job profiles. Then define the scheduling logic—rules, constraints, and objectives—that the scheduling tools use to match qualified candidates to shifts.

• Accelerate Implementation with the Configuration Checklist
  Configure these core items before creating and assigning shifts.
• Match Qualified Talent Using Skills and Certifications
  Create and assign skills that represent certifications and expertise, like Electrician Certification or Tier 2 Support. Assign skills to worker records so scheduling tools match qualified candidates to shifts that require those skills.
• Enforce Hard Boundaries with Scheduling Rules
  Rules establish strict requirements that candidates must pass to be considered for a shift.
• Control Workloads Using Scheduling Constraints
  Constraints establish maximum boundaries for work hours and shift assignments. Attach constraints directly to individual service resource records or broader service territory records.
• Drive Strategic Goals Through Scheduling Objectives
  Objectives score eligible candidates based on business priorities. Planners and administrators set scheduling objectives to optimize scheduling.