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Administrator Guide
Last Updated: 2025-05-30
Steps: Set Up Schedule View for Managers

Steps: Set Up Schedule View for Managers

Security:
Set Up: Scheduling: Maintain Scheduling Organizations
domain in the Scheduling functional area.
You can control how Workday displays the
Schedule Workers
report to managers when they create or edit schedules.
  1. Access the
    Edit Scheduling Settings
    task.
  2. As you complete the
    Manager Experience
    tab, consider:
    Option
    Description
    Schedule Generation Strategy
    Select a strategy:
    • Static Scheduling
      : Enable Workday to create schedules based on schedule patterns.
    • Labor Optimization
      : Enable the Optimization Engine to create schedules.
    • Manual Scheduling
      : Enable managers to create schedules using the
      Generate Schedule
      or
      Create Schedule Manually
      buttons, or to use the
      Copy from a Prior Week
      option.
    Allow Create Schedule Manually
    Select to enable managers to manually create schedules from scratch when no labor demand exists. If you don't select this option, managers will only be able to do one of these actions:
    • Copy a schedule from a prior week.
    • Edit schedules that the Optimization Engine generates.
    Allow Copy Schedule from a Prior Week
    Select to add a
    Copy from Prior Week
    option to the manager view of schedules.
    When a manager copies a schedule from a prior week, Workday prompts them to select a week in the past or future. Workday then copies all shifts, shift assignments, and shift details from the week they selected into the current week and places the schedule in Draft status.
    Workday creates an unassigned shift for each shift conflict that arises due to terminated workers in the target week, and/or if there are approved worker time off or leave of absence events.Prior week shifts are copied, even if the schedule is in Draft status. Workday also copies the most recently published version of each shift if there are any:
    • Pending draft or swap shifts on a published schedule.
    • Cover pending, take back pending, or open pending events.
    • Shifts in Changes Pending, New Shift Pending, or Delete Pending status.
    • Shifts at Changes Needed status.
    • Shift Bidding events in progress.
  3. (Optional) When you select
    Static Scheduling
    as the
    Schedule Generation Strategy
    , you can configure how Workday behaves when you generate static shifts on a schedule where absences already exist.
    Option
    Description
    Absence Event Status Must Be
    Select an absence event status. Only absence events of this status will trigger the shift conflict behavior you select in the
    Absence and Shift Conflict Behavior
    field.
    Absence and Shift Conflict Behavior
    Define how Workday behaves when you generate static shifts on a schedule where absences already exist.
    Example: You select
    Unassign Shifts from Worker
    . When a worker has an absence event, Workday will unassign static shifts that occur at the same time.
  4. As you complete the
    Calendar Options
    section, consider:
    Option
    Description
    Scheduling Productivity Template
    Select a productivity template to apply to the High-Level Scheduling Organization (HLSO), or create a new one. Productivity templates give you the ability to show, hide, or rename metrics on the
    Sales and Productivity
    modal.
    Show Sales and Productivity Modal
    Select to enable managers to view the
    Sales Productivity Modal
    . Managers can view the modal by clicking on the bar chart icon on a schedule.
    Show Sales Forecast
    Select to enable managers to set the dollar amount allocated for the week's sales goal. Managers enter this value on the
    Labor Demand
    tab on schedules. You can load the sales forecast into Workday, but Workday only displays it when you select this option.
    Show Labor Budget
    Select to enable managers to set the monetary amount allocated for the week's budget. Managers enter this value on the
    Labor Demand
    tab on schedules. You can load the labor budget into Workday, but Workday only displays it when you select this option.
    Forecast and Budget by Day
    Select to enable managers to:
    • Enter sales target and labor budget values for each day of the week in the
      Schedule Productivity Plan
      section of the
      Details
      tab on the
      Labor Demand
      tab.
    • View daily, rather than weekly, values on the
      Schedule Productivity
      modal.
    Labor Budget Type
    Select either
    Cost
    or
    Hours
    to control whether the organization’s budget is in cost (a currency value) or hours.
    By budgeting in hours instead of currency, you can compare the total number of hours scheduled to the total number of hours in the budget to see how well you’re scheduling your workers.
  5. Configure
    Default Weekly View
    and
    Default Daily View
    options.
    You can define which attributes Workday displays on the weekly and daily schedule views when managers initially view the schedule. Managers can then use the
    Change View
    button on the schedule to choose whether or not to view these attributes:
    • Schedule versus Demand
    • Gaps in Coverage
    • Shift Notes
    • Meal
    • Break
    • Shift Duration
    • Time Off Duration
    • Holiday Duration
    • Meal/Break Duration
    • Unscheduled Workers
    • Unassigned Shifts
    • Display Absences
    • Worker Total Hours
    • Worker Availability
    • Total Daily Hours
    • Color Coding
    When you select the
    Show Hours Variance
    option, Workday displays a
    Schedule versus Demand
    row on the schedule that displays the variance between the labor demand values you entered and the hours that Workday added to the generated schedule. Viewing the variance can help you to identify times when you might be overstaffed or understaffed. This option is only available on the weekly view.
    The
    Default Start Time
    controls the start time of day displayed when a manager selects the day view. Example: A store begins operating at 8AM. If you don't define a start time, Workday populates the start time to 12AM. Managers can't override the default start time.
  6. Select a
    Group by Default
    option that controls how Workday groups shifts when managers initially view a schedule. You can set a different
    Group by Default
    for the Day and Week views of the schedule. You can choose to group shifts on the schedule by schedule tag type, subgroup organization, or workers.