Steps: Set Up Workday Scheduling and Labor Optimization

The Workday Scheduling SKU enables you to create schedules that Workday validates against business rules, regulatory requirements, worker availability, preferences, and qualifications. With Workday Scheduling, workers are able to:

Manage their own availability and schedule preferences to help balance work/life priorities..

Receive notifications about their schedules.

View schedules for themselves and their teams.

Offer and request to cover shifts on the

Open Shift Board

Swap shifts with coworkers to trade for shifts that better suit their personal needs.

With Workday Scheduling, managers can:

Assign workers to customer-defined shifts based on business and worker needs.

Measure productivity and labor costs and track scheduled vs. actuals.

Ensure compliance with regulatory rules and business policies.

The Labor Optimization SKU is an add-on product to Workday Scheduling that uses artificial intelligence to optimize shifts and shift assignments. Labor Optimization matches labor demand with worker qualifications, availability, and preferences while respecting business and regulatory requirements. This SKU can meet the needs of businesses in industries with fluctuating labor demands like retail, hospitality, and food services.

With Labor Optimization, Workday generates the entire structure of the schedule, determining exactly how many shifts are required and exactly when those shifts should begin and end based on customer-provided labor demand while at the same time balancing shift assignments with worker availability, preferences, and skills to generate optimized schedules. Workday will also recommend replacement workers when shifts or schedules change. Labor Optimization enables managers to:

Manage labor demand data by organization, suborganization, and work attributes or qualifications.

Gain visibility into coverage gaps so that you can avoid overscheduling and overtime.

Understand the quality of your schedule using a schedule score that rates how well the schedule meets worker and business needs.

Access the

Maintain Functional Areas

task.

Enable the

Scheduling

functional area.

(Optional) Enable the

Labor Optimization

functional area.

Configure domain security policies for

Scheduling

domains.

Workday recommends providing both View and Modify access for the Scheduling Administrator and the Scheduling Partner.

(Optional) Configure domain security policies for

Labor Optimization

domains.

Configure business process security policies for

Scheduling

business processes.

See: Reference: Scheduling Business Processes.

All business processes are secured to the Workday Scheduling . You don’t need Labor Optimization to use business processes.

Set up the organizations that you'll use to schedule workers.

See: Steps: Set Up Scheduling Organizations.

Define settings for high-level scheduling organizations such as the appearance of the schedule for managers and workers, and the options that are available for managers when they create schedules.

See: Steps: Set Up High-Level Scheduling Organizations.

Create validations to warn managers when they create or attempt to publish shifts that violate business or regulatory requirements.

See: Steps: Create Schedule Validations.

Create Schedule Tags.

Assign schedule tags to workers based on their qualifications.

See: Steps: Assign Schedule Tags.

Create Scheduling Eligibility Rules.

Define Working Hours.

(Optional) Set up pattern-based schedules for workers whose work schedules don't change significantly from week-to-week.

See: Steps: Set Up Static Scheduling.

Skip this step if you're using the Labor Optimization SKU.

(Optional) Set Up the Optimization Engine.