Create a schedule plan
Manage your team's schedule by creating a schedule plan that covers a span of time and includes your team's work shifts. You can also assign agents to shifts based on their skills and availability. This way, you can make sure that you are using your resources in the best way possible for your organization.
Before you begin
Role required: sn_hr_wfo.admin
About this task
You can set the number of days to cache agent schedules using the sn_shift_planning.number_of_days_to_cache. The Total coverage/demand row displays the number of agents covering each shift in a day. The day view displays the demand for the number of agents forecast for every hour in a day. For example, 4/5 shows that you have four agents scheduled for an hourly time slot, 11 AM to 12 PM and the agent demand forecast for that hour is 5.
Procedure
-
Navigate to Workspaces > Manager Workspace.
-
Click the Schedule ([Omitted image "schedule-new.png"] Alt text: Schedule icon) icon.
-
Create a schedule plan.
-
Click the Team Calendar tab.
Note: You can analyze the staff alignment for a day or for the week.
-
In the contextual side panel, click the show schedules icon [Omitted image "show-schedule-new.png"] Alt text: Show Schedules to display the schedules.
-
In the Schedules panel, click [Omitted image "create-schedule-new.png"] Alt text: Create New Schedule icon.
-
In the Name field, enter a name for the schedule plan.
-
From the Start Date field, select a date to start the schedule plan and click OK.
-
From the End Date field, select a date to end the schedule plan and click OK.
-
Select the required assignment group. f you want to assign the schedule to the groups you manage, select Groups I manage. If you want to specify groups, select Specify groups and browse for groups.
-
Click Save schedule. You can view the schedule of all agents in the assignment group that you directly or additionally manage.
-
-
Add a work shift to the schedule plan.
Note: To add more shifts to an existing schedule plan, select the schedule plan and then add the work shift.
- In the contextual side panel, click Add Shift.
- In the Shift field, select the work shift that you want to add to the schedule plan.
-
Add agents to the work shift.
- In the Agents field, search for agents and add one or more agents to add to the shift.
- Click Save. Note: It may take a few minutes for the screen to refresh.
Parent Topic:Scheduling in Workforce Optimization for HR
---
title: Create a schedule plan
description: Manage your team's schedule by creating a schedule plan that covers a span of time and includes your team's work shifts. You can also assign agents to shifts based on their skills and availability. This way, you can make sure that you are using your resources in the best way possible for your organization.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/workforce-optimization-for-hr/create-schedule-plan-wfo-hr.html
release: brazil
product: Workforce Optimization for HR
classification: workforce-optimization-for-hr
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Scheduling in Workforce Optimization for HR, Using Workforce Optimization for HR, Workforce Optimization overview, HR Service Delivery, Employee Service Management]
---
# Create a schedule plan
Manage your team's schedule by creating a schedule plan that covers a span of time and includes your team's work shifts. You can also assign agents to shifts based on their skills and availability. This way, you can make sure that you are using your resources in the best way possible for your organization.
## Before you begin
Role required: sn\_hr\_wfo.admin
## About this task
You can set the number of days to cache agent schedules using the **sn\_shift\_planning.number\_of\_days\_to\_cache**. The **Total coverage/demand** row displays the number of agents covering each shift in a day. The day view displays the demand for the number of agents forecast for every hour in a day. For example, 4/5 shows that you have four agents scheduled for an hourly time slot, 11 AM to 12 PM and the agent demand forecast for that hour is 5.
## Procedure
1. Navigate to **Workspaces** > **Manager Workspace**.
2. Click the Schedule \(\[Omitted image "schedule-new.png"\] Alt text: Schedule icon\) icon.
3. Create a schedule plan.
1. Click the **Team Calendar** tab.
**Note:** You can analyze the staff alignment for a day or for the week.
2. In the contextual side panel, click the show schedules icon \[Omitted image "show-schedule-new.png"\] Alt text: Show Schedules to display the schedules.
3. In the Schedules panel, click \[Omitted image "create-schedule-new.png"\] Alt text: Create New Schedule icon.
4. In the **Name** field, enter a name for the schedule plan.
5. From the **Start Date** field, select a date to start the schedule plan and click **OK**.
6. From the **End Date** field, select a date to end the schedule plan and click **OK**.
7. Select the required assignment group. f you want to assign the schedule to the groups you manage, select **Groups I manage**. If you want to specify groups, select **Specify groups** and browse for groups.
8. Click **Save schedule**.
You can view the schedule of all agents in the assignment group that you directly or additionally manage.
4. Add a work shift to the schedule plan.
**Note:** To add more shifts to an existing schedule plan, select the schedule plan and then add the work shift.
1. In the contextual side panel, click **Add Shift**.
2. In the **Shift** field, select the work shift that you want to add to the schedule plan.
5. Add agents to the work shift.
1. In the **Agents** field, search for agents and add one or more agents to add to the shift.
2. Click **Save**.
**Note:** It may take a few minutes for the screen to refresh.
**Parent Topic:**[Scheduling in Workforce Optimization for HR](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/workforce-optimization-for-hr/scheduling-configurable-wfo-hr.md)
| title | Create a schedule plan |
| description | Manage your team's schedule by creating a schedule plan that covers a span of time and includes your team's work shifts. You can also assign agents to shifts based on their skills and availability. This way, you can make sure that you are using your resources in the best way possible for your organization. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/employee-service-management/workforce-optimization-for-hr/create-schedule-plan-wfo-hr.html |
| release | brazil |
| product | Workforce Optimization for HR |
| classification | workforce-optimization-for-hr |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Scheduling in Workforce Optimization for HRUsing Workforce Optimization for HRWorkforce Optimization overviewHR Service DeliveryEmployee Service Management |