Workforce Management Agent Help

Search the table of all articles in this guide, listed in alphabetical order, to find the article you need.

Related documentation:

• How Workforce Management works

Article	Description
Article	Description
Adding exceptions to your schedule	Add Exceptions or Payback Exceptions to your schedule.
Bidding	View and bid on schedules in bidding scenarios and rank the priority of your bids.
Bidding on overtime	View and bid on overtime shifts covering the hours you choose to work. See bid offer details, submit, and manage your bids.
Configuration	View your personal information, shared transport arrangements, and schedule Exception totals.
Creating trade proposals	Create and send shift trade proposals to other agents, by using one of three Trading views.
Getting started	Become familiar with WFM Web for Agents and some of its basic features.
How autogranting works	Find out how your time-off requests are affected when autogranting is enabled.
How bidding works	View information about how time-off bidding works and what happens when you recall a bid that falls within the bidding period.
Logging in and out	Learn about things to watch for when logging in and out of WFM.
Managing multi-site trade proposals	Customize this view to display the proposals you want to see and easily find detailed information about trading agents, proposals, and schedules.
Managing single-site trade proposals	Review and manage your shift trade proposals and responses.
Managing your preferences	Manage your preferred shifts, availability, and days off.
Managing your schedule bid assignments	Manage your schedule bids by moving them between the Desired or Unwanted lists, or removing them altogether.
Managing your time-off requests	View and manage your time-off requests.
Multi-site trading	Trade scheduled work days with agents at other sites.
Preferences	Set preferences for your availability, shifts, and days off.
Schedules	Views your schedule and other agents' schedules.
Time off	View your time-off request details and customize these views to suit your preferences.
Trading	Read about the shift trading process and the requirements for a successful trade.
Using availability patterns	Use availability patterns to indicate your preferred shifts for a single week or multiple weeks.
Using common settings and controls	Use common settings and controls to complete similar tasks in multiple views.
Using shared transport	Manage your participation in shared transport groups.
Viewing exception totals	See the accumulated total hours for all of your Exception types.
Viewing other schedules	Filter, sort, and search for other agent's schedules.
Viewing preference details	Edit settings and filters to customize the display of your preference details.
Viewing proposal and trade details	View your proposal and trade details, and other agent's details.
Viewing proposals and my trades	View schedule trade details and manage your trade proposals.
Viewing schedules in scenarios	View, sort, and filter schedule details in scenarios.
Viewing time-off bidding periods	View bidding periods in which you can request time off.
Viewing your schedule details	View and manage your schedule.
Viewing your time-off balances	Track your balances for different time-off types.