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WFAI_FC_WORKLOAD - Define Workloads

WFAI_FC_WORKLOAD - Define Workloads

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Workload is the number of employees required every quarter hour to work a particular work area in order to meet an organization's service level or other corporate goal. You use this activity to define workload parameters.

Once you have defined workload and work area, you see the work area mapped to the work load and the tasks mapped to the work area. You map the workload to the work area using the activity Define Work Areas.

  1. Choose New Entriesto define a new workload definition profile, or double-click an existing profile to maintain its values.
  2. For new entries, enter the External Key.
  3. Enter the short description the system uses for display purposes.
  4. Optionally, enter a long description.
  5. Enter the validity start and end dates. Use the end date 12/31/9999 for an open-ended validity range.
  6. At the Type Definition area, choose the workload type from input help:
  • Primary-- A workload that any employee in the work area is qualified for. Typically comprised of the basic task by which a particular work area is defined.

  • Qualified-- A workload requiring a special capability by an employee so that the employee can perform the specific tasks required within the work area.

Although all employees are qualified, its possible that a minimum number of staff that are highly skilled at a specific task are needed within the work area. Within a typical location, there will be a primary work area for which all employees are qualified and then special work areas for which a subset of employees are qualified. For example, all employees might be qualified to stock shelves while some employees are also qualified to cashier.
  1. The Coveragearea is accessible only for Qualifiedworkload where you can define the method for creating workload.
    1. Choose the method.
Use Proficiency -- based on the rating entered for the employee by the location manager through the manager's portal at the Employees -> Work Areas and Qualifications tab.
Use Qualification--based on the rating typically created for the organization and maintained for the Business Partner through the transaction PPPM.
  1. Enter the level at which you want the proficiency or qualification set for the workload.
  2. You can also choose the Schedule Max Wkld (Schedule Maximum Workload) flag which instructs WFM to attempt to force all workload to be scheduled when generating schedules. It is possible that not all workload can be scheduled because of such situations as meals, breaks and lack of employees available.
  • At the Forecast Parametersarea:
    1. Select the Smooth Workload indicator if you want smoothing performed for this workload.
    2. Define the range for distributing highly variable workloads within multiples of 15-minutes. The value should be an odd number greater than or equal to 3. WFM uses the range to define the number of quarter-hours to use when rounding. The value 3 indicates that WFM takes the current quarter-hour value plus one quarter in the future and one quarter-hour in the past. See Smoothing Size below.
    3. Define Rounding Rules if there are to override the global rules for this workload definition:
    Round < 1 -- This value defines how the system should round when encountering a workload of less than one person. If the workload value is less than one, the system checks this value to determine whether to round to the next integer value.
    Round > 1 -- This value defines how the system should round when encountering a workload of greater than one person. If the workload value is greater than one, the system checks this value to determine whether to round to the next integer value.
    1. Save your entries.

    Smoothing Size

    Workloads can arrive in variable amounts, or with peaks and valleys which do not represent a feasible staffing scenario. For example, consider a workload based on sales volume, which for 8 consecutive quarter-hour intervals might look like this:

    8 0 6 0 10 0 8 0

    The numbers here indicate the number of employees required to handle the forecasted workload per quarter-hour before smoothing.

    Scheduling 6, 8, or 10 employees to meet to this workload would result in a great deal of overstaffing. Instead, the system can compute a running average of the smooth range value. For example, if this value is 3, then workload is averaged over 3 consecutive quarter-hour units:

    • The current quarter-hour value
    • The previous quarter-hour value
    • The next quarter-hour value

    This means that the above workload would be smoothed to:

    3 5 2 5 3 6 3 3

    The system can now more easily schedule 4 or 5 people to handle the volume of sales.






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