Set Up Workforce Management

Before your teams can use Workforce Management, turn it on, assign permission sets, and create a custom Lightning Console app for your team to use.

Configuration Step	Documentation
1. Purchase the Workforce Management add-on.	Manage Your Salesforce Account
2. From Setup, turn on Workforce Management and its features. Enable Workforce Management. The required tab set is automatically installed when you enable the feature. Enable Historical Adherence. Agent adherence data filtering is available by default on the Historical Adherence dashboard.	Enable Workforce Management and Feature Preferences
3. Assign all three Workforce Management sets to your own user profile. Assign the appropriate permission sets to your fellow users.	Workforce Management User Permission Sets
4. Create a custom Lightning Console app Workforce Management. Add some or all of these features to the Select Items page: Home Historical Adherence Intraday Management Intelligent Forecasts Job Profiles Capacity Plans Omni Supervisor Operating Hours Resource Absences Schedule Manager Scheduling Constraints Service Resources Service Resource Preferences Service Territories Shift Scheduling Operations Shifts and Shift Templates Time Sheets Workloads	Create and Edit a Custom Lightning Console App

Update Your Analytics App
The Workforce Engagement Analytics App provides dashboards and reports for workforce planning and adherence tracking. Install the app during initial setup and update it periodically to access the latest features.