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Workforce Management
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Workforce Management
Anonymous
Suggest workforce management improvements
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API (61)
Adherence (56)
Admin (29)
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Queues (20)
Make templates searchable by agent name
Currently you have a search feature in the templates section that searches for keywords in the titles of the templates, but I think it would also be very helpful to be able to search by agent name to see which templates agent may reside in.
0
1
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
Apply multiple templates simultaneously
Currently, templates must be applied one at a time for each group. The ability to apply multiple templates at once would expedite scheduling.
0
4
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
1
14
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
Template Permissions - Restrict Edit & Delete Access to the user who created it.
Would like the ability to restrict editing or deleting a template to the user who created it.
0
4
Sorting Schedule in Templates - sort no schedule agents to bottom
When Sorting Schedules I should be able to sort by schedule start time in the staffing table. When doing so, it should put off agents below anyone that is actually scheduled for the day.
0
5
Templates: Option to remove agents without schedules from templates
Sometimes we need to bulk delete agents from a template. We would like to achieve this by editing the template to only include schedules for the agents that should remain in the template, and then have a button to remove agents from the template if they do not have a schedule.
0
5
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.
5
·
planned
27
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
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