0.03

by Brendon Welch

Adding an Agent to a Work Plan

Written By: Brendon Welch
  • Comments: 0
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Difficulty

Moderate

Steps

6

Time Required

Suggest a time??

Sections

1

Flags

0

  1. Go to Admin

    • Go to Admin

    • Search for Schedules

    • Click Schedules under Workforce Management

  2. Click Work Plans

    • Click Work Plans

    • Select your Business Unit

  3. To add an agent to a Work Plan:

    • To add an agent to a Work Plan:

    • Click the desired Work Plan

  4. Click Agents Click Add

    • Click Agents

    • Click Add

  5. Click + for the agent(s) you wish to add

    • Click + for the agent(s) you wish to add

    • Click OK

  6. To Save and add the agents to the work plan:

    • To Save and add the agents to the work plan:

    • Click Verify

    • Click Save

    • You must add an agent to a work plan to generate a schedule.

    • CLICK HERE to Generate a Schedule

Finish Line

Author

Brendon Welch

Member since: 03/04/2021

21,191 Reputation

276 Guides authored

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