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Accelerate Implementation with the Configuration Checklist
Configure these core items before creating and assigning shifts.
If you set up Workforce Management to create a capacity plan, you completed some steps already. If you completed a step, skip it and proceed to the next one.
| Step | Configuration | Documentation |
|---|---|---|
| 1 | Assign permission sets to administrative users and workers. | Manage Permission Set Assignments |
| 2 | Set standard object permissions for Service Resource Preferences to View All Records. | Edit Object Permissions in Profiles |
| 3 | Add related lists (Time Slots, Skill Requirements, Service Territory, Shifts, Skills, Preferences, Absences) to object layouts. | Add a Related List to an Object |
| 4 | Create operating hours with time slots to represent business operating hours. | Create Operating Hours with Time Slots |
| 5 | Create service territories for locations or operational territories. | Create a Service Territory |
| 6 | Create a service resource record for each worker, set the Resource Type, and assign service territories. | Create Service Resources |
| 7 | Create job profiles to associate with shifts. Map profiles to queues or align them with work types and skill requirements. | Create a Job Profile |
| 8 | Create scheduling rules. A Match Territory rule is required. | Create a Scheduling Rule |
| 9 | Create scheduling constraints, such as work limits, and attach them to service resources or service territories. | Create a Scheduling Constraint |
| 10 | Create scheduling objectives, such as Balance Shifts or Maximized Preferences. | Create a Scheduling Objective |
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