---
schema_version: "1"
id: d7a5d9e8350e8973126babcbf998bf6c147eca8ebcb3bac20da7f66cadbe5121
title: Set Up Workforce Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/workforce_engagement_configure_1.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.workforce_engagement_configure_1.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5810ab77f01e883e19f0c495d4615c43ff3ac138c1b12bc8c3d6573aebeb4fc9
description: 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.
products:
  - Service Cloud
  - Digital Engagement
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.workforce_engagement_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the Salesforce user interfaces, editions, and add-ons that support Workforce Management and Quality Management">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d29529e60">Configuration Step</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d29529e63">Documentation</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Configuration Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d29529e60 ">1. Purchase the Workforce Management add-on.</td>

            <td data-label="Documentation" class="slds-cell-wrap" style="vertical-align:top;" headers="d29529e63 ">
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.users_checkout.htm&amp;type=5&amp;language=en_US" target="_blank">Manage
                Your Salesforce Account</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Configuration Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d29529e60 ">
              <p>2. From Setup, turn on Workforce Management and its features.</p>
              <div>
                <ul>
                  <li>Enable Workforce Management. The required tab set is automatically installed when you enable the feature.</li>
                  <li>Enable Historical Adherence. Agent adherence data filtering is available by default on the Historical Adherence dashboard.</li>
                </ul>
              </div>
            </td>

            <td data-label="Documentation" class="slds-cell-wrap" style="vertical-align:top;" headers="d29529e63 ">
              <a href="https://help.salesforce.com/s/articleView?id=service.workforce_engagement_enable.htm&amp;release=264.0.0&amp;type=5" title="To use Workforce Management, turn on the org preference in Setup . The simplified setup experience automatically installs the CRM Analytics app and tab set, and gives you the option to enable historical adherence metrics">Enable Workforce Management and Feature Preferences</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Configuration Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d29529e60 ">3. Assign all three Workforce Management sets to your own user profile. Assign the appropriate permission sets to your fellow users.</td>

            <td data-label="Documentation" class="slds-cell-wrap" style="vertical-align:top;" headers="d29529e63 ">
              <a href="https://help.salesforce.com/s/articleView?id=service.workforce_engagement_permission_sets.htm&amp;release=264.0.0&amp;type=5" title="Assign the Workforce Engagement Analyst, Workforce Engagement Planner, or Workforce Engagement Agent permission sets to users of Workforce Management features.">Workforce Management User Permission Sets</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Configuration Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d29529e60 ">
              <p>4. Create a custom Lightning Console app Workforce Management.</p>
              <p>Add some or
                all of these features to the Select Items page: </p>
              <ul>
                <li>Home</li>

                <li>Historical Adherence</li>

                <li>Intraday Management</li>

                <li>Intelligent Forecasts</li>

                <li>Job Profiles</li>

                <li>Capacity Plans</li>

                <li>Omni Supervisor</li>

                <li>Operating Hours</li>

                <li>Resource Absences</li>

                <li>Schedule Manager</li>

                <li>Scheduling Constraints</li>

                <li>Service Resources</li>

                <li>Service Resource Preferences</li>

                <li>Service Territories</li>

                <li>Shift Scheduling Operations</li>

                <li>Shifts and Shift Templates</li>

                <li>Time Sheets</li>

                <li>Workloads</li>

              </ul>
            </td>

            <td data-label="Documentation" class="slds-cell-wrap" style="vertical-align:top;" headers="d29529e63 ">
              <a href="https://help.salesforce.com/s/articleView?id=service.console_lex_create_custom.htm&amp;type=5&amp;language=en_US" target="_blank">Create and Edit a Custom Lightning Console App</a>
            </td>

          </tr>
        </tbody>
      </table>

- **[Update Your Analytics App](https://help.salesforce.com/s/articleView?id=service.workforce_engagement_install_analytics_app.htm&release=264.0.0&type=5)**  
    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.