Rotation Rules
- Stephanie Kussrath
Steps on how to create Rotation rules in Workforce Management (WFM).
Open the WFM application.
Under Setup, click Rotation Rules (1). Existing Rotation Rules (2). Creating a new Rotation Rule (3).
Name the Rotation Rule (1). Describe the Rotation Rule (2). Select the Weekly Rules you would like to add to the Rotation Rule (3). Select New Weekly Rule if you haven’t created a Weekly Rule for this Rotation Rule (4). Daily Rules/Weekly Rules | Weekly Rules Rotation Order, Rule Name, and Employees will auto-populate once you select your Weekly Rule (5). Click Save to save the Rotation Rule (6).
Rotation Weekly Rules must be used for Rotation Rules only. If using a Weekly Rule with non-rotating agents, it will assign those agents to the Rotation Rule.
