Import a Staffing Plan

CXone WFM can generate shifts based on your staffing plans.

If you have historical data (from your ACD or an external file), then you can use the Forecast Wizard to create staffing plans.

However, if historical data is not available, then you can still import your own staffing plans using a CSV file. CXone WFM will simply use your staffing plan instead of one created by the Forecast Wizard.

If you need to, you can download a CSV file template from the Import Staffing Plan window. If you upload your own CSV file, make sure it follows the template format.

Here's a tip: For your staffing plan to accurately reflect your business needs, you should have a data line for every 15 minutes.

To import a staffing plan:

1. Click the app selector and select CXone WFM.

2. Go to Scheduling > Import Staffing Plan.

3. Click Import Staffing Plan.

4. Download the CSV file template to create your own staffing plan.

5. Click Choose File to locate and select your CSV file, then click Open.

   A new staffing plan with the same name as another imported file will replace that file. It will not affect previously generated schedules.

6. Click Upload.

   The staffing plan will appear in the list of plans, and will be available for generating a schedule.