Define Availability Templates 

Use

Use this procedure to define availability templates for use in entering employee availability information. The system can only schedule employees for time intervals in which they are available to work.

Managers must define availability periods for all employees. Rather than having the manager specifying the specific availability periods for all employees and in order to reduce the time required for entering employee information, you can define templates that describe general availability periods, such as AM, PM, or Weekends, and assign those as necessary to employees.

 

Procedure

       1.      You access the activity through either:

¡        The SAP IMG, by choosing the path SAP IMG ® Customer Relationship Management ® Workforce Deployment ® Retail and Interaction Center Workforce Deployment ® Schedule Settings ® Define Availability Templates

¡        The SAP Easy Access menu, by entering the transaction code CRM_WFM_SM.

You see the initial page for the site maintenance tool.

                                                  i.       At Profile Type, display the selections and choose Schedule Rules / Parameters.

                                                ii.       At Sub-Type, display the selections and choose Availability Template.

                                               iii.       Choose Search.

                                               iv.       Click Availability Template, the topmost node of the tree, with the secondary mouse button and choose Create.

You see the Create New Parameter dialog box.

                                                 v.       Enter a Profile ID, which is the name of the availability template definition the system displays in the tree view.

                                               vi.       Choose Continue.

       2.      You see the Availability Templates table where you enter the following information:

Field	Description	Use / Notes
Availability ID	A unique identifier for the shift availability template that you entered at the Create New Parameter dialog box.
Short Description	Enter a short shift availability description.	The system uses this for any displays or drop down lists.
Spec. Age	Choose this field to indicate that the availability template can only be assigned to an employee that is age restricted.	Managers can only assign a template flagged as age restricted to an age restricted default settings group while performing employee maintenance.
Long Description	Enter a long description of the availability template.

       3.      Save your entries and choose the record you just saved.

       4.      You see the Availability Interval table.

       5.      Choose New Entries.

       6.      Complete the availability template definition by entering the following fields in the Availability Interval table:

Field	Description	Use / Notes
Start Day	Choose the first day of the availability interval.
Start Time	Enter the time when the employee first becomes available.
S Off Type	Start Offset type defines whether shift start times for this work area should be offset relative to the location open or close.	Choose: ·        0 (which defines no offset) ·        Open (which defines an offset relative to the location opening time) ·        Close (which defines an offset relative to the location closing time)
Sign For an offset	This field defines whether the offset should be before or after the indicated time.	Choose + (after) or – (before). Leave this field blank if there is no offset.
Offset	A numerical value indicating the time, in minutes, for the offset.
End Day	Select the last day of the availability interval.
End Time	Enter the time when the employee is no longer available.
E Off Type	End Offset type defines whether shift end times for this work area should be offset relative to the location open or close.	Choose: ·        0 (which defines no offset) ·        Open (which defines an offset relative to the location opening time) ·        Close (which defines an offset relative to the location closing time)
Sign For an offset	This field defines whether the offset should be before or after the indicated time.	Choose + (after) or – (before). Leave this field blank if there is no offset.

When entering the Start Time and End Time, either enter the times into the field or choose input help to display the Choose Time dialog box. When at the Choose Time dialog box, choose the clock icon to switch your entries between 12-hour format (using am and pm) and 24-hour format (where 2:00pm is 14:00). Regardless of the format in which you entered times, the system displays them in 24-hour format. You must enter times in 15-minute granularity. You enter midnight as 00:00 not 24:00.

       7.      Save your entries.

 

Result

You have defined availability templates and can assign them to your location. For more information, see Assign Parameter Settings to Locations.