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WFAI_HOW_TO - Getting Started on Configuring WFM for Retail

WFAI_HOW_TO - Getting Started on Configuring WFM for Retail

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This section contains the settings for configuring and customizing the SAP Workforce Management (WFM) application. WFM is a tool you use to create workload forecasts and optimized employee schedules.

You have made your employees accessible within the system.

  • If either using WFM as a stand-alone or within a mySAP CRM environment, you have defined your employees as Business Partners (type Employee) using the transaction Maintain Business Partners (transaction code BP).
  • If you are using WFM within an SAP ECC environment, you have defined your employees within Personnel Administration using the transaction Personnel Actions (transaction code PA40).

You have defined the root location for your organizational structure and linked employees to a specific location using the transaction Create Organization Staffing (transaction code PPOCA).

You have installed WFM and completed all post-installation steps as described in the WFM Installation Guide. You can access the installation guide through http://service.sap.com/instguides.

Customizing and configuring WFM requires the following general steps:

  1. Configuring the general rules and settings that define your store or location.
  2. Defining the employee configuration details your store managers will use when making their store employees available for scheduling.
  3. Defining how WFM will calculate schedules and generate estimated costs for schedules.
  4. Defining the workloads, work areas, volume indicators and tasks that WFM will use when creating forecasts.
  5. If you are using iTime Clock for capturing time data, defining your organization's time collection settings.
  6. If you are using SAP ESS processing, defining your organization's employee self-service environment.
  7. Attaching the parameters to each store or location using Site Maintenance.
  8. Defining the settings necessary if integrating WFM with SAP HCM.






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This documentation is copyright by SAP AG.

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