The Schedule window allows you to create, copy, and edit schedule details.
Info |
---|
- To search for a specific Schedule, use Image Added.
- To view information about only active schedules, select the Active Only checkbox.
- To refresh the list, click Image Added.
|
Expand |
---|
title | Configuring Scheduling Constraints |
---|
|
You can use the fields in the Scheduling Constraints tab to define parameters such as the agent's minimum shift duration, maximum shift duration, minimum time between shifts. To configure scheduling constraints: - Click theScheduling Constraintstab.
Specify values in the following fields: Field | Description |
---|
General | Agent's minimum schedule duration (in minutes) | Enter the minimum schedule duration for an agent. The value automatically gets converted to hours and displayed. The minimum value for this field is 15 minutes. | Agent's maximum schedule duration (in minutes) | Enter the maximum schedule duration for an agent. The value automatically gets converted to hours and displayed. The minimum value for this field is 15 minutes. | Agent's minimum minutes between schedule | Enter the minimum duration that you want to provide between schedules. | Maximum number of hours per day for an agent | Enter the maximum number of hours per day that can be assigned to an agent. | Maximum hours per week for an agent | Enter the maximum number of hours per week that can be assigned to an agent. | Number of minutes after a schedule starts that the first break can be scheduled | Enter the number of minutes after a schedule starts that the first break can be scheduled. The minimum value for this field is 15 minutes. | Number of minutes before a schedule ends that the last break can be scheduled | Enter the number of minutes after a schedule ends that the last break can be scheduled. The minimum value for this field is 15 minutes. | Meal break details | Is a meal break required? | Use the toggle button to select if a meal break is required. | How many minutes does a person need to be scheduled for to be eligible for a break? | Enter the duration for which an agent needs to be scheduled on the job to be eligible for a meal break. The value automatically gets converted to hours and displayed. | What is the duration of the break? | Duration of the meal break. The value automatically gets converted to hours and displayed. | Is the meal break paid? | Whether the meal is paid for by the company. | Break details | Is a break required? | Select an option to provide details of the break. | How many minutes does a person need to be scheduled for to be eligible for a break? | Enter the duration for which an agent needs to be scheduled on the job to be eligible for a break. The value automatically gets converted to hours and displayed. | What is the duration of the break? | Duration of the break. The value automatically gets converted to hours and displayed. | Is the break paid? | Whether the break is paid for by the company. | Number of minutes between meals and/or breaks | Enter the gap between meals or breaks. | Maximum number of employees on break at one time | Select how many agents can be on a break at one time. | Average agent hourly cost | Cost incurred for an agent per hour (in $) |
- Click Image Added.
|
Expand |
---|
title | Publishing a Schedule |
---|
|
To publish a schedule: - Double-click the name of the schedule that you want to publish. The details of the schedule are displayed.
- Click Image Added.
Alternatively, - On the WFO tab, go to Workforce Management > Schedules.
- Select the Schedule you want to publish and click Image Added.
|
Expand |
---|
|
To edit a schedule: - Double-click the name of the schedule that you want to modify. The details of the schedule are displayed.
- Make the necessary changes and click Image Added.
|
Expand |
---|
|
To copy a schedule: - Select the schedule that you want to copy and click Image Added. The Copy Schedule window is displayed.
- Specify the details of the new schedule.
- Click OK.
- Select the new schedule from the list of schedules and edit it to make the necessary changes.
|
Expand |
---|
|
To delete a schedule: - Double-click the name of the schedule that you want to delete. The details of the schedule are displayed.
- Click Image Added.
- Click OK to confirm.
Alternatively, - Select the schedule you want to delete and click Image Added.
- Click OK to confirm.
|