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There are a couple of ways you can get your first Roster setup. This guide looks at the fastest method for most users.

Teams

WFM allows you to set up a roster for each team. If you have only a single Team then you will still need to create a create with all of you staff as team members.

Create a new team by navigating to Users | Team Management.

The most important element is the 'Type Type'.  

For an Inbound team select ROSTERED_INBOUND.

For an outbound team selected ROSTERED_OUTBOUND.

For a blended team select ROSTERED_INBOUND.

Now add each staff member to the 'Selected' list to add them as team members.

Business Hours

For each Team you now need to create the set of business hours that the team operates during.

To create a set of business hours navigate to Provision | Business Hours.

You must have a least one set of business hours for each Team.

In some cases you will need to have multiple business hours for a team if your set of operating hours cannot be described by a single business hours entry.

Default Shift length

You may need to edit the default shift length. The stand is 8 hours.

To edit the default shift length navigate to 'Roster | Schedule Type'.

For the 'Rostered' schedule type.

Modify the 'Default Duration' to the desired no. of hours and minutes.

Save the change.


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