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titleAssigning Schedules from the Agents Tab

You can assign schedules by using one of the following methods:

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titleAssigning Schedules by Drag and Drop
  1. From the Assign drop-down menu, click By Drag & Drop.
  2. Select a schedule from the drop-down menu. 
    In the first row, the schedule and the schedule timings appear. 
  3. From the first row, drag the shift and drop it in the corresponding agent cell to assign the schedule.
  4. You can do this for the number of slots available for the respective schedule. After all the slots are filled, you cannot apply that schedule to other agents.
  5. Click to save all the changes and make the schedule available for the agents and other managers.
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titleAssigning Schedules in Bulk

By using bulk assignment, you can select multiple agents for shift assignment.

  1. From the Assign drop-down menu, click In Bulk. The Bulk Assign window appears.
  2. Select between Schedule and Time off.
  3. Select the required Schedule for scheduling using the drop-down. If you want to create a new schedule, select Or create a new schedule and click . See Schedules for more information.
  4. Select the Scope to assign the schedule for a specific time. Select the Period and Date range from the drop-down.
  5. Under the Options section, select the Auto-assign breaks check box to schedule breaks automatically.
  6. In the Agents to Schedule section, filter You can Filter  the list of Available Agents byagents by selecting the options from the drop-down for the following values:
    1. Agent Name
    2. Call Center
    3. Agent Team
    4. Agent Skills
  7. Select one or multiple agents (hold CTRL to select multiple) from the Available column and move them to the Selected column.
  8. Click to save the assignment.
  9. Click to save all the changes and make the schedule available for the agents and other managers.
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  • You can assign agents to multiple shifts per day.
  • You can change the hours for the schedule.
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titleAssigning Schedules by Copying Across Dates

You can copy the shift assignment for a specific day or a range of days to another range of days using the Copy Assignments option. To copy shift assignment:

  1. From the Assign drop-down menu, click By Copying Across Dates. The Copy Assignment window appears.
  2. Select Copy From and Copy To date range.
  3. In the Options section, select the required options from Copy schedule assignments, Copy time off assignments, and Copy not ready reason assignments.
  4. You can Filter the list of Agents' Assignments to Copy by:
    1. Agent Name
    2. Call Center
    3. Agent Team
    4. Agent Skills
  5. From the Available list, select the agents to whom you want to assign the schedules.
  6. Click to save the assignment.
  7. Click to save all the changes and make the schedule available for the agents and other managers.
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titleAssigning Schedules by Activities

You can assign schedules based on different activities like Break, Lunch, Meeting, Other, and Training. The Activities option is available only when assignments are scheduled for a day. Click to select the day and duration in increments of 5, 10, or 15 minutes

  1. From the Assign drop-down menu, click Activities
  2. Select the Activity Type from the drop-down menu. Choose from Break, Lunch, Meeting, Other, and Training.
  3. Select the time slots.
  4. Click .
  5. Click to save all the changes and make the schedule available for the agents and other managers.

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