514 Chapter 18 Workforce Scheduling
Starting Workforce Scheduling on a client computer
To log on to Workforce Scheduling
1. Click Start=>Programs=>Mitel=>Workforce Scheduling.
The Login window appears.
2. Type your user name and password.
3. Verify or type the IP address of the Enterprise Server.
4. Optionally, select the Remember my credentials check box.
5. Click Login.
The first time you log on, or if you have not created any schedules, the scheduler window appears.
See “Configuring schedule options” on page 514.
Otherwise, if schedules exist, the Load schedule window appears.
See “Loading schedules” on page530.
Configuring schedule options
NOTE:
• If you associate a schedule with a queue group, only those employees included in the selected queue
group can be configured in the schedule. (Agents are members of agent groups, which are
associated with queues that are members of queue groups.)
• If you do not associate a schedule with a queue group, you can schedule any employee whose profile
enables you to schedule them in Workforce Scheduling.See “Adding employees” on page132.
Before you can build a schedule, either manually or using Schedule Builder, you must create a new schedule.
To create a new schedule, you must:
• Name the schedule
• Associate the schedule with a queue or queue group (optional)
• Add employees to the schedule
• Configure business hours for the schedule
• Activate/Deactivate the schedule
You can create new schedules and configure all Workforce Scheduling options using the Schedule wizard.
Optionally, use the Schedule tool to add, delete, rename, and activate/deactivate schedules. Within the
Schedule configuration window, you can click Apply at any time to apply changes to the schedule without
closing the Schedule configuration window.

Configuring scheduling options using the Schedule wizard

You can create new schedules and configure all Workforce Scheduling options using the Schedule wizard.
To configure scheduling options using the Schedule wizard
1. Click the Configuration tab.
2. In the Schedules group, click Schedule wizard.
3. Follow the steps in the Schedule wizard to configure schedules, business hours, employees, fixed/
variable shifts, fixed/variable breaks and jobs, and fixed/variable shift assignments.
4. Click Finish.