Configure Dimensions for Workforce Planner Integrations

Assign the Workforce Planner license to the people whose records are to be exported to Workforce Planner:

1. Log in with a manager user account.
2. Select Main Menu  > Maintenance > People Information.
3. Select the person.
4. In People Information, click tap Edit Licenses . 
5. In Scheduling, select Workforce Planner.
6. Repeat for the other people.
7. Click Tap Apply.
8. Repeat for other people.

Configure the Workforce Planner Integration hyperfind A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria). query.

Note: For detailed descriptions and instructions, see Hyperfind queries.

1. Log in with an administrator user account.
2. Select Main Menu  > Administration > Application Setup.
3. Select Common Setup > Hyperfinds. 
4. Click Tap Create .
5. In Ad Hoc, select No.
6. In the empty field, enter Workforce Planner Integration as the name.

   Note: Name the hyperfind "Workforce Planner Integration" because that is the default name of the hyperfind that the People Export integration uses. If you use a different name, you must override the default name for the HyperfindAndLocations process property; see Configure the Workforce Planner People Export Integration.

7. Click Tap Add Conditions.
8. Select General Information > Employee License.
9. In Employee License, select Include and Workforce Planner.

   Caution: The hyperfind filter must be set to include the Workforce Planner license in order to limit the query to only those employees. The hyperfind can also filter by location, but make sure that the filtering does not deactivate person records in Workforce Planner inadvertently.

10. In Selected Conditions, click tap Add.
11. Click Tap Apply.
12. Click Tap Save.

A Dimensions tag separates scheduling and timekeeping components to process shifts accurately. To merge shifts that have multiple segments, the Dimensions tag fills gaps with unpaid shift segments Parts of shifts that are assigned to a job in the business structure, either primary or transfer jobs.. These shift segments have a work rule that generates no pay for that segment. Then, you can select this tag as the value for the No Pay Segment Tag A graphic applied to a shift segment to indicate that the shift segment has a specific pre-defined characteristic. Example: "Trainee" in Dimensions Integration in Workforce Planner.

The following example shows the steps to create the building blocks: paycode A category of time or money that employees earn, for example, Regular Hours, Bonus, or Sick., work rule, and tag. This example uses TSG No Pay for various building blocks, but you can use any names for your configuration.

1. Create a paycode as follows:
   1. Select Main Menu  > Administration > Application Setup > Pay Policies > Pay Code Definition.
   2. In Name, enter TSG No Pay (example).
   3. In Multiplier, enter 0.00.
   4. In Add, enter 0.00.
   5. Leave all other settings at the default values.
2. Create a paycode distribution as follows:
   1. Select Main Menu  > Administration > Application Setup > Pay Policies > Pay Code Distributions.
   2. In Name, enter TSG No Pay (example).
   3. Select the check box at the intersection of default and default.
   4. Click Tap Edit Pay Codes.
   5. From Available Pay Codes, select the TSG No Pay paycode. Click Tap the right arrow  to move it to Selected Pay Codes.
   6. Click Tap Save and Return.
   7. Make sure that the TSG No Pay paycode is shown on the Pay Code Distribution Editor.
   8. Click Tap Save and Return.
3. Create a work rule as follows:
   1. Select Main Menu  > Administration > Application Setup > Pay Policies > Work Rules.
   2. In Name, enter TSG No Pay (example).
   3. In Paycode Distribution, select TSG No Pay.
   4. Click Tap Save.
4. Create a segment tag as follows:
   1. Select Main Menu  > Administration > Application Setup > Scheduler Setup > Tag Definitions.
   2. In Name, enter TSG No Pay (example).
   3. In Tag Type, select Segment.
   4. In Segment Tag > Default Work Rule: Select TSG No Pay.
   5. Click Tap Save.