WFM Capacity Planner
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Welcome to WFM Capacity Planner! 🎉

Your company has been successfully created. Let's get your workforce environment configured so you can start forecasting, planning, scheduling, and managing your workforce.

Estimated setup time: 10–15 minutes0 of 10 Steps Completed

0% Complete

1

Configure Your Hierarchy

Required

Set up your organizational structure including LOBs, teams, queues, managers, and sites.

In Progress
2

Add Your Employees

Required

Add employees manually or import from Excel. Assign them to teams and sites.

Not Started
3

Configure Activity Codes

Required

Set up activity codes used for scheduling, time tracking, and RTA monitoring.

Not Started
4

Create Schedule Patterns

Create standard schedule patterns that will be used to build schedules.

Not Started
5

Import Historical Workload

Import historical volume, AHT, and productivity data for accurate forecasting.

Not Started
6

Configure Assumptions

Set shrinkage, occupancy, paid hours, SLA goals, and other planning assumptions.

Not Started
7

Generate Your First Forecast

Generate workload, required FTE, and capacity gap forecasts.

Not Started
8

Generate Schedules

Create schedules for your teams based on forecast and coverage needs.

Not Started
9

Configure PTO Governance

Set PTO rules, approval processes, and accrual policies.

Not Started
10

Launch Employee Portal

Enable employee self-service for schedules, PTO, time tracking, and more.

Not Started