Instructions

This workbook is used to gather specific information required to design and configure the WorkForce Software Demand Sched
Fill in the required details on each tab in partnership between Customer/WorkForce.
Use the Action Items tab to keep track of the completion status and any parking lot items that may be outstanding.
Force Software Demand Scheduling application.

may be outstanding.
Item Tab # Owner
Location Hierarchy 1
Tasks 2
Work Profiles 3
Location Hours of Operation 4
Break Rules 5
Business Calendar Info 6
Access Levels 7
Languages 8
Business Calendar 9
Historical Business Driver Files N/A

Parking Lot - Questions Owner Response

Status Due Date
Comments
Approximate Slide # from Validation Slide
Deck for Reference
15-16
39, 47-48, 49, 68
57, 83-89
32
90, 94, 95
29-31
112-118
14
29-31
34-36
41
 Company Department Region
Code Name Code Name Code

This tab will need to be upda

and names.

Then, the customer will need

in their hierarchy.
 Region District
Name Code Name

ab will need to be updated to reflect the customer's hierarchy l

ames.

the customer will need to fill in their location details for all loc
ir hierarchy.
 Area Store
Code Name Code

e customer's hierarchy levels

cation details for all locations

Store
Name
Task Code Task Name Task Type
(Ex. SELLING) (Ex. Sales Floor) (same as Task Name) To Use Budgets?
Does Task Exist in ALL If Task is not in ALL Locations, List Location Codes where it should
Locations? (Y/N) be configured
Minimum/Maximum Staffing Requirements (including
time before opening/after closing)
 Position (ContractType) this
Work Profile is associated with
Work Profile Name (Ex. PT, FT, Salaried, etc) Country
Break Rule Group Name Minimum Hours of Gap
associated with this Work Profile Minimum Maximum between shifts (ex. No
(Work Profile can only have one Days per Days per Target Days Closing and then Opening
Break Rule Set associated) Week Week per Week next day)
 Minimum
Minimum Maximum Target Paid Minimum Maximum Target Consecutive
Paid Hours Paid Hours Hours Per Hours Per Hours Per Hours Per Days On
Per Day Per Day Day Week Week Week (Optional)
 Minimum Maximum Min Weekly
Maximum Consecutive Consecutive Rest Hours
Consecutive Days Days Off Days Off (Typically
On (Optional) (Optional) (Optional) EMEA only)
Location
Code/Number
(must be location Sister Store (ie if location is
identifier from HR not yet open, what can be
system) Location Name used as base to compare?)
Opening Date (For unopened Time Zone
stores only) Location is in Monday Opening Monday Closing
Tuesday Opening Tuesday Closing Wednesday Opening Wednesday Closing Thursday Opening
Thursday Closing Friday Opening Friday Closing Saturday Opening Saturday Closing
Sunday Opening Sunday Closing
 What Employees does
this Break Rule apply
Break Rule Group Name to? Break Rule 1
Salaried All Salaried positions

FT BREAKS All Full Time Positions 30 min unpaid break for hours 6 to 8

PT BREAKS All Part Time Positions 30 min unpaid break for hours 6 to 8
Break Rule 1 Timings Break Rule 2

Break to be taken between 2 hours after shift

start and before 2 hours before shift end. 60 min unpaid break for 8 hours or more

Break to be taken between 1 hours after shift

start and before 1 hours before shift end. 60 min unpaid break for 8 hours or more
Break Rule 2 Timings

Break to be taken between 3 hours after shift

start and before 3 hours before shift end.

Break to be taken between 2 hours after shift

start and before 3 hours before shift end.
Day Types What Locations Does this apply to?

Week Types What Locations Does this apply to?

Is the location open or closed?

What is the corresponding Day Type?

Same day OR same date every year?

Comments
Access Level Name Permissions
Super User All

Ability to Edit and Publish Schedules and maintain employee

Scheduler tasks information

Employee Ability to view schedules, swap shifts, bid on offered shifts

Languages Required in F&S Default Language
 Week Type Day Type
Week Start Date Week # Year (ex. NORMAL, Pre-Christmas) Monday
1/6/2020 01 2020
1/13/2020 02 2020
1/20/2020 03 2020
1/27/2020 04 2020
2/3/2020 05 2020
2/10/2020 06 2020
2/17/2020 07 2020
2/24/2020 08 2020
3/2/2020 09 2020
3/9/2020 10 2020
3/16/2020 11 2020
3/23/2020 12 2020
3/30/2020 13 2020
4/6/2020 14 2020
4/13/2020 15 2020
4/20/2020 16 2020
4/27/2020 17 2020
5/4/2020 18 2020
5/11/2020 19 2020
5/18/2020 20 2020
5/25/2020 21 2020
6/1/2020 22 2020
6/8/2020 23 2020
6/15/2020 24 2020
6/22/2020 25 2020
6/29/2020 26 2020
7/6/2020 27 2020
7/13/2020 28 2020
7/20/2020 29 2020
7/27/2020 30 2020
8/3/2020 31 2020
8/10/2020 32 2020
8/17/2020 33 2020
8/24/2020 34 2020
8/31/2020 35 2020
9/7/2020 36 2020
9/14/2020 37 2020
9/21/2020 38 2020
9/28/2020 39 2020
10/5/2020 40 2020
10/12/2020 41 2020
10/19/2020 42 2020
10/26/2020 43 2020
 11/2/2020 44 2020
11/9/2020 45 2020
11/16/2020 46 2020
11/23/2020 47 2020
11/30/2020 48 2020
12/7/2020 49 2020
12/14/2020 50 2020
12/21/2020 51 2020
12/28/2020 52 2020
1/4/2021 01 2021
1/11/2021 02 2021
1/18/2021 03 2021
1/25/2021 04 2021
2/1/2021 05 2021
2/8/2021 06 2021
2/15/2021 07 2021
2/22/2021 08 2021
3/1/2021 09 2021
3/8/2021 10 2021
3/15/2021 11 2021
3/22/2021 12 2021
3/29/2021 13 2021
4/5/2021 14 2021
4/12/2021 15 2021
4/19/2021 16 2021
4/26/2021 17 2021
5/3/2021 18 2021
5/10/2021 19 2021
5/17/2021 20 2021
5/24/2021 21 2021
5/31/2021 22 2021
6/7/2021 23 2021
6/14/2021 24 2021
6/21/2021 25 2021
6/28/2021 26 2021
7/5/2021 27 2021
7/12/2021 28 2021
7/19/2021 29 2021
7/26/2021 30 2021
8/2/2021 31 2021
8/9/2021 32 2021
8/16/2021 33 2021
8/23/2021 34 2021
8/30/2021 35 2021
9/6/2021 36 2021
 9/13/2021 37 2021
9/20/2021 38 2021
9/27/2021 39 2021
10/4/2021 40 2021
10/11/2021 41 2021
10/18/2021 42 2021
10/25/2021 43 2021
11/1/2021 44 2021
11/8/2021 45 2021
11/15/2021 46 2021
11/22/2021 47 2021
11/29/2021 48 2021
12/6/2021 49 2021
12/13/2021 50 2021
12/20/2021 51 2021
12/27/2021 52 2021
1/3/2022 01 2022
1/10/2022 02 2022
1/17/2022 03 2022
1/24/2022 04 2022
1/31/2022 05 2022
2/7/2022 06 2022
2/14/2022 07 2022
2/21/2022 08 2022
2/28/2022 09 2022
3/7/2022 10 2022
3/14/2022 11 2022
3/21/2022 12 2022
3/28/2022 13 2022
4/4/2022 14 2022
4/11/2022 15 2022
4/18/2022 16 2022
4/25/2022 17 2022
5/2/2022 18 2022
5/9/2022 19 2022
5/16/2022 20 2022
5/23/2022 21 2022
5/30/2022 22 2022
6/6/2022 23 2022
6/13/2022 24 2022
6/20/2022 25 2022
6/27/2022 26 2022
7/4/2022 27 2022
7/11/2022 28 2022
7/18/2022 29 2022
 7/25/2022 30 2022
8/1/2022 31 2022
8/8/2022 32 2022
8/15/2022 33 2022
8/22/2022 34 2022
8/29/2022 35 2022
9/5/2022 36 2022
9/12/2022 37 2022
9/19/2022 38 2022
9/26/2022 39 2022
10/3/2022 40 2022
10/10/2022 41 2022
10/17/2022 42 2022
10/24/2022 43 2022
10/31/2022 44 2022
11/7/2022 45 2022
11/14/2022 46 2022
11/21/2022 47 2022
11/28/2022 48 2022
12/5/2022 49 2022
12/12/2022 50 2022
12/19/2022 51 2022
12/26/2022 52 2022
1/2/2023 01 2023
1/9/2023 02 2023
1/16/2023 03 2023
1/23/2023 04 2023
1/30/2023 05 2023
2/6/2023 06 2023
2/13/2023 07 2023
2/20/2023 08 2023
2/27/2023 09 2023
3/6/2023 10 2023
3/13/2023 11 2023
3/20/2023 12 2023
3/27/2023 13 2023
4/3/2023 14 2023
4/10/2023 15 2023
4/17/2023 16 2023
4/24/2023 17 2023
5/1/2023 18 2023
5/8/2023 19 2023
5/15/2023 20 2023
5/22/2023 21 2023
5/29/2023 22 2023
 6/5/2023 23 2023
6/12/2023 24 2023
6/19/2023 25 2023
6/26/2023 26 2023
7/3/2023 27 2023
7/10/2023 28 2023
7/17/2023 29 2023
7/24/2023 30 2023
7/31/2023 31 2023
8/7/2023 32 2023
8/14/2023 33 2023
8/21/2023 34 2023
8/28/2023 35 2023
9/4/2023 36 2023
9/11/2023 37 2023
9/18/2023 38 2023
9/25/2023 39 2023
10/2/2023 40 2023
10/9/2023 41 2023
10/16/2023 42 2023
10/23/2023 43 2023
10/30/2023 44 2023
11/6/2023 45 2023
11/13/2023 46 2023
11/20/2023 47 2023
11/27/2023 48 2023
12/4/2023 49 2023
12/11/2023 50 2023
12/18/2023 51 2023
12/25/2023 52 2023
Day Type Day Type Day Type Day Type Day Type
Tuesday Wednesday Thursday Friday Saturday
Day Type
Sunday