With workforce management, you can configure management units, set up activity codes, and manually create schedules. Additional licensing offers you access to a more robust feature set, including short-term forecasting, load-based schedule generation, historical and real-time adherence administration, and time off management.

• Workforce management overview
• Workforce management permissions overview
• Supported configuration
• Customize the view
• Filter and sort workforce management items
• About unplanned shrinkage

Create and edit a management unit, add agents, and set up activity codes.

• Work with management units
• Work with agents in a management unit
• Add a management unit
• Manage agents in a management unit
• Add an activity code
• Configure activity codes
• Manage activity codes

Understand how service goal groups work, learn how to create and manage service goal groups, and assign queues to management units.

• Service goal groups overview
• Add a service goal group
• Manage a service goal group
• Deferred work overview

Add a work plan, including setting up weekly configuration, configuring daily shifts and shift activities, adding agents, and validating and saving the work plan.

• Work plans overview
• Add a work plan
• Set up the work plan’s weekly configuration
• Configure the work plan’s daily shifts
• Set up shift activities
• Add agents to the work plan
• Validate and save the work plan
• Copy or delete a work plan
• Manage a work plan’s weekly configuration
• Manage daily shift activities in a work plan
• Manage agents in a work plan

Work with short-term forecasts, navigate the short-term forecast editor, understand forecast metrics, learn how to add and manage forecasts and forecast modifications.

• Work with short-term forecasts
• Navigate the short-term forecast
• Short-term forecasting metrics
• Work with the short-term forecast editor
• Add a new short-term forecast
• About forecast modifications
• Add a forecast modification
• Manage a forecast modification
• View and manage short-term forecast source data
• Export a short-term forecast

Learn how to navigate the schedule editor and the actions available to help the workforce management administrator modify the schedule and analyze details.

• Work with schedules
• Navigate the schedule editor
• Add a blank schedule
• Generate a load-based schedule
• View schedule generation warnings
• Copy a schedule
• Delete a schedule
• Edit a schedule
• About workforce management for agents

Learn how to configure, manage, and view shift trades.

• Shift trades overview
• Enable and configure shift trades
• Approve or deny a shift trade
• Filter and sort trade requests
• About workforce management for agents

Learn how to create, manage, and synchronize time off requests.

• Work with time off requests
• Navigate the time off requests page
• Add a time off request
• Edit a time off request
• Approve a time off request
• Deny a time off request
• Filter and sort time off requests
• Add a full day off to an agent in the schedule
• Synchronize time off request
• About workforce management for agents

Compare agents’s current status against scheduled work-time.

• Real-time adherence overview
• Real-time adherence view
• Navigate the real-time adherence view

View and monitor the differences between what was originally forecast and what actually occurs in real time for the current day.

• Intraday monitoring overview
• Work with the intraday monitoring view
• Manage the displayed metrics
• Workforce management metric definitions

See how well agents have followed their schedules in the past.

• Historical adherence overview
• Navigate the historical adherence view

Agents can access their schedules from the agent dashboard, create and view time off requests, and see if they are out of adherence to the schedule.

• View the agent schedule
• Agent time off requests
• View time off notifications in the inbox
• View out of adherence notifications