Series: Add a work plan

Before you configure weekly, weekend, planning period, daily shift, and agent constraints for the work plan, create a new plan and name it.

Note: You can add more than one work plan.

  1. Click Admin.
  2. Under Workforce Management, click Work Plan Configurations.
  3. In the upper right corner, click the Management Unit list and select the appropriate management unit.
  4. Click Add. The Add Work Plan page opens.
  5. Click the Click to add a name box. 
  6. Enter a valid name for the work plan and then click the check mark . Before you configure weekly, weekend, planning period, daily shift, and agent constraints for the work plan, create a new plan and name it.
    Note: You can add more than one work plan.
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