Adding a work requirement

You can add a work requirement to a staffing requirement to define specific workload needs such as day parts, start and end times, and minimum and maximum workload. This ensures precise scheduling and resource allocation.
  1. In the Staffing Requirement page, select the edit icon of a staffing record to add a work requirement.
  2. Click Add work requirement.
  3. Select one of these options under Headcount or Productivity:
    • By start and end time
    • By day part

    When at least one work requirement already exists, you can add another work requirement by clicking Add work requirement next to Expand all. The selected type is displayed as a read-only text next to the work requirement label.

    Note: Changing the type between headcount and productivity is not supported after the work requirement is created. All subsequent drivers in the work requirement use the same type. To change the work requirement type, you must delete the existing work requirement and create a new one.
  4. In the Work requirement section, specify this information:
    Fields marked with an asterisk are required.
    Description*
    Specify a description for the work requirement.
    Start date*
    Specify a start date for the work requirement.
    End date*
    Specify an end date for the work requirement.
    Job*
    Specify a job for the work requirement.
    Activity
    Specify an activity for the work requirement.
    Skill
    Specify a skill for the work requirement.
    Skill level
    Specify a skill level for the work requirement.
    Min required headcount*
    Specify the minimum headcount required for the work requirement. This ensures that staffing level do not fall below the threshold for the defined period or day part.
    Max required heacount
    Specify the maximum workload required for the work requirement.
  5. Optionally, select the configuration icon to add a minimum required override.
  6. In the Minimum required override dialog, you can set a custom minimum workload value for specific days of the week and times. Specify this information, all fields are required:
    Day of the week
    Specify the day of the week to apply the override.
    For day part work requirements:
    Day part
    Specify the segment of the day when the minimum required workload override applies.
    For start and end time work requirement:
    Start time
    Specify the start time of the override.
    End time
    Specify the end time of the override.
    Min required headcount
    Specify the minimum workload value for the specified day and day part or start and end times.
    Note: You can add multiple overrides for a work requirement by clicking Add override.
  7. Click Save.