Add a business unit

Prerequisites
  • Workforce Management > Business Unit > Add permission

Use business units to organize agents and apply permissions to meet business needs. Business units allow customers to configure agents who share queues into one or more management units. Business unit configuration in Genesys Cloud includes three tabs: General, Forecasting, and Scheduling.

General configuration

Select the business unit’s start day of the week, time zone, and division.

Note: After you create the business unit, you cannot change the start day of the week or the time zone. If you need to modify a business unit for these parameters, create a new business unit and configure it to match the previous one.

Forecasting configuration

Select the number of weeks before the forecasted week to determine the specified week’s data.

Note: If the forecast is in the future, the number of weeks that the system uses for source data is the number of historical weeks up to the current day. For example, if today’s date is March 1 and you select to forecast for the week of March 30, the system uses six weeks before March 1. If you select to forecast for the week of January 1, the system uses the six weeks before January 1.

Scheduling configuration

Configure the reporting severity for the business unit’s schedule generation validation warnings. This tab contains the different schedule generation warnings you can encounter during validation. Each message is automatically set to a default; however, you can set your own desired level of severity.

  • Error: The highest priority that you can set on a message.
  • Information: The lowest priority that you can set on a message.
  • Warning: The priority is higher in severity than Information, but lower than Error.
  • Ignore: The message does not appear during a work plan or schedule generation result.

Add a new business unit

To add and configure a business unit, perform these steps:

  1. Click Admin.
  2. Under Workforce Management, click Business Units.
  3. Click Add . The Business Units page opens to the General tab.
  4. In the Business Unit Name text box, type a name for the business unit.
  5. From the Start Day of Week list, select the business unit’s starting day.
  6. To change the forecasting time to a time zone other than local time, under Time Zone select the appropriate time zone. 
    Note: The default time zone is the current location’s time zone. 
  7. To change the division associated with this business unit, click the Division list make the appropriate selection. 
    Note: The default division is Home.
  8. Set up forecasting:
    1. Click the Forecasting tab.
    2. Under Historical Weeks, use the arrows to select, in forecasting, the number of weeks before the forecasted week to determine the specified week’s data. 
  9. To establish the severity for each schedule message, in the Message Severity column do one of the following:
    • Select the desired severity.
    • Leave the default setting unchanged.
  10. Click Save.