You can assign shifts by simple Drag and Drop.
- Hover the mouse on the shift you want to assign.
- Drag the shift to the required agents in the Agent panel to apply the shift.
- You can do this for the number of slots available for the respective shift. Once all slots are filled, you cannot apply that shift to other agents.
- Click Publish to save all the changes and make the schedule available for the agents and other managers.
Assigning Shifts in Bulk
- Select the Bulk Assign Shifts option at the bottom right corner of the Agent Scheduler. The Bulk Assign screen appears which allows you to select multiple agents for shift assignment.
- Select the required Shift for scheduling.
- Select the Scope to assign the shift for a specific time.
- You can Filter the list of Available Agents by:
- Agent Name
- Call Center
- Inactive Agents
- Agent Team
- Agent Skills
- Select one or multiple agents (hold CTRL to select multiple) from the Agents Available column and move them to Agents To Schedule column using the arrow buttons.
- Select Assign to save the shift assignment.
- Click Publish button on the bottom right corner of the Agent Scheduler to save all the changes and make the schedule available for the agents and other managers.