Track and manage your team schedule
Create, update, or monitor the schedule for your team from one location. You can approve or reject requests for swapping shifts or time off for agents within your assignment group.
Antes de Iniciar
Role required: sn_shift_planning.admin
Por Que e Quando Desempenhar Esta Tarefa
- View all of your agents by assignment group.
- Get insights into team compliance with published schedules.
- View an agent's work schedule that is actual shift time vs clock-in and clock-out times.
- Filter the team calendar based on the Assignment Group, Location, Skills, Shift Plan, and Events for a customized view.
- Modify the agent's shift, clock-in, and clock-out timings, if necessary.
Procedimento
-
Select the Schedule (
) icon.
-
Modify an agent's shift.
The schedule that includes this shift must be in Preview or Published state.
- In the Team Calendar tab, navigate and hover over the shift for the agent that you want to modify the schedule for, in Day, Week or Month view.
- In the shift pop-up window, select the Edit (
) icon. - Modify the agent's shift or the shift time.Nota:If the existing shift has a break, you can add more breaks to the shift.
- Select Select shift times and modify the Start time or End time fields to change the timing of the shift.
- Select the Select preset shift option and from the Shift plan list, select an existing shift to assign another shift plan to the agent. For more info on creating a shift plan, see Create a shift plan.
- Select Save.