Staffing groups overview

Prerequisites

The following permissions:

  • Workforce Management > Staffing Group > Add, Delete, Edit, and View

Use workforce management features to create, configure, and manage staffing groups. You can create a staffing group for smaller groups of agents that span across multiple management units and apply the time-off limits and plans for these groups. Filters such as skill, language, or queue help to group agents into a staffing group. You can group agents who belong to the same business unit but are in different management units into a staffing group.

Administrators need not create and then apply the time-off plans and limits for the entire management unit, which would limit the total available time-off limit hours. Instead, administrators can apply time-off plans to a particular staffing group, allowing more granularity in allocating time-off limits. For example, if 40 hours was the allocated time-off hours, administrators can apply it to one specific staffing group within that management unit.

You can edit these staffing groups at a later stage to add more agents who have similar attributes. You can also delete staffing groups. For more information about staffing groups, see the following articles.

Article Description
Add a staffing group Add a new staffing group, specify the details, and then add the agents to the group.
Manage staffing groups Change an existing staffing group, including editing the staffing group name, adding or removing members in the staffing group, and delete single or multiple staffing groups.