Set Up the Workforce Management Board Add on board icon

To set up the Workforce Management Board

  1. Import the board.

  2. Create a feature group and assign the board to the feature group for user access. When adding or editing the board for a feature group, use the following table to guide your settings configuration.

  3. Workforce Management configuration
    Field Description Valid Values
    Default Label The name for this board as you want it to appear in the menu. Any combination of up to 200 alphanumeric characters, excluding special characters.
    Input

    The view that allows you to add records to the board.

    Assign input views through board permissions; set this field to None.

    		 Select None.
    Display The view, which appears when a board is opened, that you want to assign to the feature group.

    Select one of the following options:

    • List - Assignments: Displays a list of all current workforce assignments across locations and roles.

    • List - Reports: Provides a centralized listing of workforce reports generated for review and analysis.

    • List - Team Members: Shows all team members with filters for deployment, skills, roles, and availability.
    Device Type Indicates the type of device on which the board is primarily intended for display.

    Select one of the following options:

    • Desktop

    • Mobile

    • Desktop and Mobile
    View Filters

    The filters that determine what data is visible on the board.

    Unlike the filter/search feature that you can add to a board to help you find data, the view filters limit the visibility of data.

    Do not modify the filters in this setting.
    Board Permissions Tags

    The actions that feature group members can perform on the board.

    Select one or more of the following options:

    • Assignments - Create: Allows users to create new workforce assignments.

    • Assignments - Delete: Allows the user to remove assignment records from the board.

    • Assignments - Edit: Allows the user to edit existing assignment records, including reassignment and schedule changes.

    • Locations - Delete: Allows the user to delete location data linked to assignments or organizations.

    • Organizations - Delete: Allows the user to delete organization records from the system.

    • Organizations - Edit: Allows the user to update organization information and associated configuration.

    • Qualifications - Create: Allows the user to create qualifications required for roles or assignments.

    • Qualifications - Delete: Allows the user to remove existing qualification records.

    • Qualifications - Update: Allows the user to modify existing qualifications.

    • Resources - Delete: Allows the user to delete resource records.

    • Roles - Delete: Allows the user to delete roles from the system configuration.

    • Setup: Allows the user to configure board-level settings, organizations, locations, roles, and resources.

    • Skills - Create: Allows the user to create new skills for assignment to team members or roles.

    • Skills - Delete: Allows the user to create new skills for assignment to team members or roles.

    • Skills - Edit: Allows the user to modify existing skill records.

    • Team Members - Create: Allows the user to add new team member records to the system.

    • Team Members - Delete: Allows the user to delete a specific team member's record.

    • Team Members - Update: Allows the user to update a specific team member’s data.

    • Team Members - View: Allows the user to view all team member records and details.

    • Timesheets - Create: Allows the user to add new timesheet entries for individuals or groups.

    • Timesheets - Delete: Allows the user to remove or correct timesheet records.

    • Timesheets - Update: Allows the user to modify timesheet data, such as hours worked or approval status.

    • Training - Create: Allows the user to add new training records and assign them to team members.

    • Training - Delete: Allows the user to remove completed or outdated training records.

    • Training - Edit: Allows the user to update training descriptions, due dates, or outcomes.

  4. Click Save.

  5. To modify the lists for the board, search for "Workforce Management" in the Lists section to view all of the board's lists.