Add a management unit


Prerequisites
  • Workforce Management > Management Unit > Add permission

A management unit is a collection of explicitly specified users from which you can generate forecasts, create schedules, and monitor adherence. Your management unit name must contain at least one character and can be no longer than 50 characters. For a single organization, you can add up to 50 management units with 100 queues each and up to 1000 agents each.

Note: After you create the management unit, you cannot change the name, start day of the week, or time zone. If you need to modify a management unit name or start day, create a new management unit, add the desired agents, and configure it to match the previous unit.


  1. Click Admin.
  2. Under Workforce Management, click Management Units.
  3. Click Add. The Add Management Units page opens to the General tab.
  4. In the Management Unit Name text box, type a name for the management unit.
  5. From the Start Day of Week list, select the management 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 management unit, click the Division list make the appropriate selection. 
    Note: The default division is Home.


  1. Click the Short-Term Forecasting and Scheduling tab.
  2. Under Historical Weeks, use the arrows to select, in short-term forecasting, the number of weeks before the forecasted week to determine the specified week’s data. 
    Note: If the forecast is in the future, the 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.
  3. Under Maximum Occupancy percent for Deferred Work, use the arrows to select the maximum percentage of time to fill for agents who handle both calls and deferred work. 
    Note: This feature allows agents configured to receive multiple interactions the ability to receive supplemental work while waiting for calls to arrive. For example, you can set the service level so that agents likely handle calls for 85 percent of their time and you set the maximum occupancy to 95 percent. In this case, the scheduling engine adds enough deferred work to require up to 10 percent of the agent’s time. If agents only take calls, the scheduling engine ignores this setting.
  4. To set the percentage allowed for agents assigned to a shift but who are unavailable to take interactions, click Advanced Shrinkage and do the following:
    • To change the interval to 15-, 30-, or 60-minute intervals, click the and buttons. The default is 15 minutes.
    • In the Default unplanned shrinkage box, specify the default shrinkage percentage that the system uses when no interval level shrinkage appears. The default is zero percent.
    • Change the percentage for specific times. For example, you may want a shrinkage value of 15 percent from 7:00 a.m. to 9:00 a.m. on Monday through Friday.
      1. Press Ctrl+Click (or Cmd+Click for MacOS) to select the appropriate times.
      2. In the Set selected values to box, enter the percentage.
      3. Click Apply.  
    • Change the shrinkage by a certain percentage for specific times.
      1. Press Ctrl+Click (or Cmd+Click for MacOS) to select the appropriate times.
      2. In the Change selected values by box, enter the percentage.
      3. Click Apply.
    • To return certain values to the default of zero percent:
      1. Press Ctrl+Click (or Cmd+Click for MacOS) to select the appropriate times.
      2. Click Set selected values to default.
    • To return all values to the default of zero percent, click Set all to default.


  1. Click the Adherence tab.
  2. Under Severe Adherence Threshold, use the arrows to set the number of minutes after which an agent is considered severely out of adherence for real time adherence monitoring. The default is five minutes.
  3. Under Adherence Exception Threshold, use the Minutes and Seconds up and down arrows to set the minimum threshold to include adherence exceptions in historical adherence. 
    Note: Any exception for adherence settings that occurs below this threshold does not affect daily percentages, and does not appear in the exception lists.
  4. Under Adherence Target, use the up and down arrows to set the minimum target adherence percentage for historical adherence.  
  5. To consider non-on queue activities equivalent for adherence calculations, enable Activity Equivalency. To ensure that non-on queue activities are not considered equivalent for adherence calculations, disable this setting.
    Example: If you set activity equivalency to Yes, then an agent scheduled for Break whose actual presence is Meal is considered in adherence. If you set this option to No, then the agent is considered out of adherence.
  6. To count on queue status outside scheduled shift time as an adherence exception, enable Working Outside Shift Considered Exception. To ensure that working outside the scheduled shift is not counted as an exception, disable this setting. 
  7. To add activities you want to exclude from adherence calculations, in Ignore for Adherence click Select activities and choose the appropriate activity or activities. 
    Note: Any exception with an activity that should be ignored has a neutral impact on adherence calculations.


  1. Click the Time Off Requests tab.
  2. To set the range of days for which agents create a time off request relative to the current date, do the following:
    1. Enable Submission Range Constraint.
    2. Use the Minimum and Maximum up and down arrows to define the range of days.
      Note: The default is a minimum of 0 and a maximum of 90. The minimum offset must be between -30 and 30 days. The maximum offset must be between 0 and 365 days.
  3. Click Save.


  1. Click the Shift Trades tab.
  2. To allow agents to trade shifts, click Enable Shift Trading
  3. To allow the system to approve shift trades that meet configured constraints automatically, click Enable Automatic Review.
  4. To allow agents to request a shift trades with a specific individual, click Enable Direct Trade Requests
    Note: Agents cannot see other agents’ schedules. However, they can request a trade with a specific agent. The request recipient receives a notification of the trade offer in their inbox. Agents can also choose not to receive direct trade offers. For more information, see Navigate the Shift Trades panel.


Set the minimum hours until either traded shift starts

Under Minimum Hours Until Either Traded Shift Starts, use the arrows to define the number of hours before either shift is eligible for trade. Depending on the number set here, agents cannot create trade requests where the first possible trade occurs less than the number of hours in the future. For example, if the minimum is 24 hours, agents cannot request trades for the current. Agents can request trades for shift 24 hours from now.

This constraint gives agents and administrators proper warning about a change to the schedule that results from a schedule trade. 

Select agent matching criteria for shift trades 

Optionally select whether agents can only trade shifts with agents in the same queue membership, language, or skills. Once set, agents and administrators cannot override the criteria to create requests with non-matching agents. Under Agent Matching Criteria Requirements, choose any combination of the following:

  • Agents must have the same queue memberships. The agents must belong to the same queue. If the agent is in a different queue, they do not appear in the same schedule. 
  • Agents must have the same languages. Two agents can trade shifts only if they have the same language skills. 
  • Agents must have the same skills. Two agents can trade shifts only if they have the same ACD skills. 

Set up shift trade rules

For the following constraints, select whether you allow, do not allow, or require administrator review:

  • Shift trades with unequal paid time. By default, the system allows this constraint.
  • Shift trades that are one-sided, which allows an agent to drop a shift but does not receive one in return. Another agent can pick up the shift, but does not give up one in return. By default, the system allows this constraint.
  • Shift trades resulting in minimum weekly paid time violations. By default, the system sets this constraint to not allowed.
  • Shift trades resulting in maximum weekly paid time violations. By default, the system sets this constraint to not allowed.

Specify activity category rules for shift trade requests

Activity category rules determine what to do with each activity type when one agent’s schedule is traded with another agent’s schedule. Select an action for each activity type. To specify these rules, perform the following steps:

  1. Under Activity Category Trade Rules, locate the activity category you want to configure.
  2. Next to the activity, select one of the following actions:
    • Do not allow trade: An agent cannot trade any shift that includes this activity.
    • Keep with Schedule: The activity given by one agent applies to the schedule received by the other agent.
    • Replace: The activity given by one agent does not apply to the schedule received by the other agent. Instead, the time range receives a selected activity.
    • Replace with: If you select Replace, choose the activity that replaces the previous activity.
  3. Repeat step 2 for each additional activity.