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Workforce Management
Anonymous
Suggest workforce management improvements
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API (82)
Adherence (73)
Admin (39)
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Queues (30)
Enable rotations when applying templates
Integrate rotations in schedule templates beyond multiple schedule templates - alternatively allow for selection of multiple non consecutive weeks when applying templates.
6
·
planned
34
Filters within templates
It would be very beneficial if we could filter while working on templates. Right now, the only option I can find is to sort which isnt helpful, or to apply the filter to a day and then filter, then re-save the template.
4
33
Monthly templates
would like the ability to create a full-month template (4 weeks) to account for biweekly and monthly rotations that repeat on a monthly basis
2
·
in progress
24
Sort by break and lunch times in Templates and Staffing table
We would like the ability to sort by Break lunch time schedules in the templates and on the staffing table. This would make it easier to make sure that we have our breaks/lunches in a good place.
0
19
Import/Upload templates via CSV
Enable functionality in templates to import from CSV similar to Staffing Timeline - additionally/alternatively allow import from templates of selected week similar to how staffing timeline can be saved as template.
1
17
Allow agents that are not staffable due to having not started yet (start date < the current date) be scheduled to templates
Currently if users would like to schedule agents that have yet to start, they have to remove the start date. It would be nice if we could add agents to templates so we can prep for when those agents do start.
1
9
Show forecast on templates
I would like to view the live/current forecasts in template section when building a new template or editing an existing template.
0
8
Add folders to templates
Some teams have a lot of templates, and folders would help making their organization easier.
2
7
Allow Exporting Columns in Templates
Include the Column details in the export if added to the template
0
7
Edit Filters on Existing Templates
I should be able to edit the filters (such as channel, queue, site, etc.) for a Template after it has been created, so I can adjust targeting criteria without needing to recreate the entire Template.
0
6
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