Definition
ZenOps WFM offers three ways to start a schedule: build it manually, generate it from a completed forecast, or import an existing schedule file. Each path creates a draft that a planner can review and edit before publishing.
Context
Open Workforce Operations → Scheduling and select New Schedule to see the three choices. Choose the path that matches the planning inputs you already have and how you want shifts to be created.
Note: Each path creates a draft
Building, generating, and importing start in different ways. Review and save the resulting draft before publishing it for agents.
Choose A Method
- Build Schedule: Start with a name, date range, and timezone, then place shifts and activities yourself. This path does not require a forecast. Follow How To Build A Schedule (Manually From Scratch).
- Generate Schedule: Select a completed forecast so ZenOps can use its demand and staffing requirements to generate shifts under the applicable scheduling rules. Follow How To Generate A Schedule (From A Forecast).
- Import Schedule: Upload an XLSX or CSV schedule, review the interpreted people and labels, validate the preview, and create a draft. Follow How To Import A Schedule (From A File).
After creating a draft, use the planner to check dates, shifts, activities, and coverage. See How To Review An Existing Schedule for the review controls.