Publish a schedule plan for visibility into team coverage

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Generate a preview of your schedule plan and publish it so that your agents can see their shifts and schedules ahead of time. You can unpublish a schedule to make changes and then publish it again.

    Before you begin

    Role required: sn_shift_planning.admin

    About this task

    You can make a copy of a schedule and update it to create a new schedule. Updates could include modifying the schedule start and end dates as well as adding or removing shifts or agents.

    When you make a copy of the schedule, the following updates are automatically made to the schedule copy:

    • The start date is set to the current date and the end date to 30 days from the current date.
    • The schedule state changes to Draft. You can make the necessary changes to the shift and click Save.
    • The schedule only displays agents in the assignment group of the current logged in user.
    You can also unpublish a schedule make updates, and then publish it again.
    • If the start date is the either the current date or had occurred in the past, the schedule state remains as Published and the end date changes to tomorrow.
    • If the start date is in the future, the scheduler changes the schedule state and agent schedules to Draft.
    Note:
    If you no longer need a schedule in Draft state, you can click Delete to delete it.

    Procedure

    1. Navigate to All > Workspaces > Manager Workspace.
    2. Click the Schedule icon (Schedule icon.).
    3. Generate a schedule preview.
      1. Click the Team Calendar tab.
      2. Click the Show Schedules icon (Show Schedules icon.) in the contextual side panel.
      The team calendar refreshes and generates the preview when you save a work shift.
    4. Publish a schedule.
      1. Select a schedule and edit it if necessary.
      2. Edit the schedule if necessary and click Save.
      3. Click Save.
      4. Click Publish.

    Result

    All the schedules that are in Draft state move to the Published state. You can view the published schedule in the team calendar.