Scheduler

The Scheduler section enables you to view your schedule, request to swap assignments, and request leaves.

Your manager must enable the Scheduler feature for it to be visible to you.

Viewing Your Schedule

To view your schedule:

1. On the Agent Desktop, navigate to the Scheduler tab to display the calendar for the current month and the schedules assigned to you. Customization options for the calendar range, containing the day, date, month, and year are available below the calendar.
   
   Use the customization options to view the required dates.
   

   

   • If your manager has configured break reminders, depending on the configuration of the reminder, you will receive notifications about your shift start or end, or break start or end.

   • View the schedule details for a specific month, for two weeks, for a week, or one day. If you view the schedule for a specific day, you can also view the duration for that schedule in increments of 5, 10, or 15 minutes. Click  to select the schedule duration. Specify the dates using .

2. Click the Expanded button.
   
   The schedules on the calendar expand, displaying the following information:

   • Time off requests, if any, along with the details of the requests.
   • Schedule details, such as name, start and end time, break time, and assignment swap requests, if any.
3. Click Refresh to refresh the information on the calendar.

Requesting Assignment Swapping

You can swap your assignments with other agents based on the availability of matching schedules.

To swap your assignment, ensure that an agent with a desired assignment timing is available.

To request a shift swap:

1. On the agent desktop, navigate to the Scheduler tab, and double-click the date containing the assignment you want to swap.
   Click the Make a swap request  tab.
   
   

2. Specify values in the following fields:

   • Assignment to swap:  By default, this field contains the assignment that you double-clicked. You can, however, change the assignment.

   • New assignment date and time:  Select the date and the time for which you want to change your assignment.

   • Comment:  If required, enter the reason for swapping your assignment.
     

3. The names of the agents whose assignments overlap with your desired assignment, along with the assignment period, appear in the Available list. Select the agent in the Available list and move that agent to the Selected list using the arrows.

   

   You can move multiple agents to the Selected list.

4. Click  Request Assignment Swap.
   The assignment swapping request is sent to the agents that you selected.
   The swap request is displayed to the agent with whom you want to swap the assignment as a Swap Task in their Work Queue. 
   
   The agent who receives your request can Approve or Reject the request.
   

Swapping requests might require manager approvals depending on the workflow configured.

Viewing the Status of an Assignment Swapping Request

To view the status of an assignment swapping request:

1. On the agent desktop, navigate to the Scheduler tab, and click  Sent Agent Requests.
   
2. On the Sent Agent Requests  window, click the Assignment Swap tab to display all your shift-swapping requests. 
    
   The following information is displayed:
   

   Column	Description
   Offered	Schedule: Schedule name being offered. Date:  Date of the offered schedule. Time:  Time of the offered schedule.
   Requested	Schedule: Schedule name being requested. Date:  Date of the requested schedule. Time:  Time of the requested schedule. Agent:  Name of the agent with whom you requested a schedule swap.

Requesting Time Off

To request time off:

1. On the agent desktop, navigate to the Scheduler tab, and double-click the date for which you want to apply for leave.
   Click the Make a time off request  tab.
   
   

2. Specify values in the following fields.

   Field	Description
   Category	Select the leave type.
   Start date	By default, this field contains the date that you selected. You can, however, change the date.
   End date	By default, this field contains the date that you selected. You can, however, change the date.
   Start time  and End time	These fields are disabled by default. To apply for leave for a short period, clear the All day checkbox, and then enter the Start time and End time.
   		All day	This checkbox is selected by default, indicating that you want to take leave for the entire duration of the specified dates. To apply for leave for a shorter period of time, clear the checkbox and select the Start time and End time.
   Comment	Enter comments if any.

3. Click  Request Time Off.
   The leave request is created.

Leave requests might require manager approvals depending on the workflow configured.

Viewing the Status of a Time Off Request

To view the status of a time off request:

1. In the Scheduler tab, click  Sent Agent Requests.
   
2. On the Sent Agent Requests  window, click the Time Off tab to display all your time off requests.
    
   The table displays the following columns:
   • Category
   • Start Date
   • End Date
   • Time
   • Notes
   • Status
   • Cancel
3. Select the time off request for which you want to view the status and hover your mouse over in the Status column.
   The status of the request is displayed.

Canceling a Time Off Request

To cancel a time off request:

1. In the Scheduler tab, click  Sent Agent Requests.
   
2. On the Sent Agent Requests  window, click the Time Off tab to display all your time off requests. 
3. In the row displaying the time off request that you want to delete, in the Status column, click .
   
4. Click  Yes to confirm.
   The time off request is deleted.