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title | Configuring Settings |
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To configure scheduling settings: - Navigate to WFO > Workforce Management > Configuration > Scheduling Settings.
- In the Settings tab:
On the General subtab, specify values in the following fields. Field | Description |
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First day of the week | This field contains the days of the week as options. Select the day when you want the work week to begin for a shift. | Time format | - If you want the time in the shift to appear in the 12-hour time format, select 1:00 pm.
- If you want the time in the shift to appear in the 24-hour time format, select 13:00.
| Open time | Select the start time of the shift. | Close time | Select the end time of the shift. | Default break duration | Select the duration of the break. | Show Reminders | Select this check box if you want agents to be notified when their shift begins. You can configure the time in minutes. | Allow agents to swap shifts | Select this check box only if you want to enable agents to request swapping of their shifts with other agents. Info |
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The agent who receives a shift swapping request can accept or reject the request. |
| Require manager approval for swaps | Select this check box only if you want the shift swapping requests to be sent to the shift manager for approval. Info |
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The shift manager is the user that appears in the Manager for approvals field on the Shifts tab of the Agent Scheduling window. |
| Allow agents to request time off | Select this check box only if you want to enable agents to request leave. | Require manager approval for time off requests | Select this check box only if you want leave requests to be sent to the leave manager for approval. Info |
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The leave manager is the user that appears in the Manager column for the respective leave category on the Time Off Categories tab of the Agent Scheduling window. |
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The general settings are configured.
- In the Constraints tab:
Specify values in the following fields: Field | Description |
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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 $) |
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The History tab provides details of all the scheduling settings such as Name, Created By, Created Date, and Description.