If different regions celebrate different holidays or the same holidays on different days, configure the Workload Planner Tracks and edits staffing plans that define the number of workers that are needed for each shift or schedule zone and job. to generate workloads that account for the holidays at different locations. Location profiles are optional.
- Location profiles assign holidays to single or multiple locations in the business structure.
- If the entire organization uses the same holidays at all locations, use the Default Workload Specifies a number of employees needed for a certain job at a certain location over a certain span of time. Holiday Planner. If you add holidays, select the new holidays in this default location profile. If you need to create and assign location profiles to assign different procedure sets Sorts employees, matches employees to an open shift, and assigns employees with the best match., metrics Measures and tracks workforce performance by comparing planned with actual workload or coverage, or by showing variances at any organizational level., or pay rules to locations, do not select holidays in these location profiles. Leave all holidays in Available Holidays because these locations will inherit the holidays from the Default Workload Planner Holiday location profile.
- If the organization uses different holidays at different locations, configure and assign location profiles that include the correct holidays to the appropriate sites. In the Default Workload Planner Holiday location profile, deselect all holidays by moving them to Selected Holidays. Otherwise, the locations inherit holidays from the Organization node.
- Location profiles are inherited in the business structure.
- If the root node of the business structure has no location profile, the system creates and assigns a “Default Workload Planner Holiday” location profile to the root “Organization” node. This profile contains all of the configured holidays.
- You cannot change the location assignment of the Default Workload Planner Holiday location profile to anything other than “Organization”.
- You cannot change the location assignment of the Default Workload Planner Holiday location profile.
- Holiday assignments at lower levels of the business structure override assignments at higher levels.
Before you specify location profiles, configure holidays in Administration > Application Setup > Pay Policies > Holidays.
- From the Main Menu, select Administration > Application Setup > Scheduler Setup > Location Settings > Location Profiles.
- Click Newor select a profile and click Edit or Duplicate. If you click Duplicate, the new profile is not assigned to a location.
- Enter a Nameand, optionally, a Description.
- In the Workload Planner Headcount Holidays section, select the applicable holidays from the Available Holidays box and click the right arrow to move them to the Selected Holidays box.
- Click Save & Return.
- Select the location profile and c lick Assign to Location. Navigate to and select the location, then click OK.
Caution: You can also click Delete to remove a profile. Only delete a setting if you also want to delete all associations to locations. If your access profile does not display all locations, you can delete associations to locations that you cannot see. The system does not display a warning message. Click Delete. Click Yes to confirm.