Multiple Workload Planners can give quick access to multiple staffing plans. For example, you can configure a separate staffing plan for each time period and assign them to Workload Planner Profiles which are then assigned to users.
- From the Main Menu, select Administration > Application Setup > Scheduler Setup > Workload Setup.
- Select the Workload Planners tab. To narrow the list of Workload Planners, enter name and click Search. The asterisk (*) is a wildcard.
- Click New or select a Workload Planner and click Duplicate, Edit, or Delete.
- Enter a Name and (optionally) a Description.
- Select a default Time Period to load when the planner opens.
- Select Use All Home Locations to have the Workload Planner default to displaying data for all locations in the organizational group.
- Click Save & Close to exit Workload Setup.
If Use All Home Locations is not selected, managers have to choose a location in the Workload Planner in order for data to display.
Continue Workload Planner Configuration: Configure Workload Planner Profiles.