Overview: Workforce allows managers to configure clusters. A cluster is a customized grouping of business units that does not necessarily have to follow the parameters of the rest of the groups (company, city, country, etc.). Clusters facilitate the management of complex scheduling scenarios.
Start from: The Workforce module.
Select Scheduling > Scheduler 2.0 from the main menu.
Parameterize the scheduler to access the main grid OR close the parameterization window to access the tools directly.
To make the parameterization, see Access the scheduler.
Select the Configuration button.
Select Clusters from the drop-down menu.
In the Configure Clusters window, you can select filters or clusters already created to facilitate the creation of a new group or edit an existing group.
Create a new Cluster
Selects the filtration levels for a new group.
There is one default level, but you can select + Add level to further deepen the filtering to the desired detail level.
In the results, you can check the box of the specific sites you wish to assign to this group or select Check all to include all sites that meet the filter rules.
Once you have chosen the centers, select theSave As button to assign a name to the cluster and save your selection.
Notes: You can use an existing cluster as a starting point. To do this, select the cluster from the Filter drop-down, select Save As, assign a new name and adjust the levels accordingly.
Once the cluster is created, you will be able to sort shifts according to this parameter. You can locate it by selecting Cluster in Business Unit Group and then selecting the name of the cluster you have created.
Edit a cluster
Select the cluster to be modified from the Filter drop-down list.
Select the Update button.
Adjust levels or site selection accordingly.
Edit the name if necessary.
Select the ✓ button to save the changes OR the ☓ button to discard them .