Navigate the work plan
The following options are available in the Work Plans view.
|Shifts||Click this button to work with shifts. For more information, see Configure the work plan’s daily shifts.|
|Agents||Click this button to add and manage agents in a work plan. For more information, see Add agents to the work plan.|
|Work plan name||Click here to add or update the work plan’s name.|
|Validate and Save||When you create a work plan, Genesys Cloud checks it for any issues. You must resolve errors before you can save a work plan. You can save a work plan that has Warnings and information notices. You can also optionally copy information to the Clipboard for review.|
|Copy, add, or delete a shift||
You can copy, add, or delete a shift.
|Zoom in or out||
Zooming options allow you customize the shift view:
|Set up shift activities||
To add an activity to the shift:
|Weekly paid time||
Click here to open the Edit Work Plans Details dialog box, where you can set up the work plan’s configuration. For more information, see set up the work plan’s configuration.
|Preview the shift start time||
When you set a shift’s start time, you can optionally allow for flexibility in the shift’s starting time. If you configure flexible start times, you can preview the shift at each incremental configured start time by clicking the left and right arrows under Preview shift at.
|Add days to a shift||
To add days to a daily shift, click each desired day.
|Daily paid time||
Click here to open the Edit Shift dialog box, where you can configure the daily shift.
|Navigate the shift||
In this area, you can:
|Optional Days in Work Plan||
The scheduling engine selects exactly one daily shift for each day of the week that contains more than one selected daily shift, unless you select optional days. In this case, the scheduling engine can choose a daily shift or not. Under Optional Days in Work Plan, direct the scheduling engine to choose a daily shift for the day or not by clicking the day or days in the Optional row.