Assign a skill to employees for a scheduling period

Assign a skill Defined level of knowledge that an employee needs in order to handle a defined workload in WFM. to employees for a specific scheduling period only. Assigning skills to employees are done after you create the skills that parallel the skills needed to deal with the workload.

Skills are required for skill-based scheduling. If you are not performing skill-based scheduling, you do not need to create skills.

Before you begin

Procedure

Go to Forecasting and Scheduling. Under Employees, select Skills.
From the left pane Campaign and Period fields, select the campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. and scheduling period for which you want to assign skills to employees.
Set the filters to display the employees for which you want to assign a skill, and select one or more employees.

The Skills Assignment screen lists the current skills assigned to the selected employees.
To add a skill for the employees, under Assigned, select Add.
Select the skills you want to assign to one or more employees, and select Add Selected Skills.

The system populates the skills on the Skills Assignment screen, under Assigned.
To enter data about the skill assignment, select the Edit icon next to Start Date / End Date.

The system displays a history of the skill assignment to the employee. The history includes the dates the skill was assigned, and the settings for those time periods.
For the current skill assignment, complete the fields on the bottom half of the Skill screen, and select Set.
On the Skills Assignment screen, select Save.