Master Schedule Weekly View

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Configure summary tables to display the total paid hours, working start/end times, or shift names for selected agents.

Related documentation:

Use the Master Schedule Weekly view to display a summary table for selected agents. Selected agents can be in multiple sites but must all be in the same business unit. See the toolbar image here and the button descriptions below.

WM 851 toolbar-master-schedule-weekly.png

Tip
You can also see a summary table of total paid hours, working start/end times, or shift names for your schedule planning period. See Mode for details.
When displaying the Master Schedule Weekly view, you can use the Intra-Day Schedule Rebuild Wizard.

Displaying the view

To display the Master Schedule Weekly view:

  1. From the Home menu on the toolbar, select Schedule.
  2. From the Schedule menu on the toolbar, select Master Schedule.
  3. From the Master Schedule menu on the toolbar, select Weekly.
  4. On the Objects pane, select the appropriate item(s) from either the Agents tree (above) or the Activities tree (below); WFM then selects matching item(s) from the other tree.

    You can expand business units to display their sites, and you can expand sites to display their teams and agents. You can select multiple sites, teams, and agents, but only one business unit.
  5. Click Get data to populate the Weekly view table for the selected agents.

You can search the table for particular agents using the Find Agent dialog box. To open it, select Find from the Edit menu or press Ctrl + F.

Reading the data in the table

The Weekly view table contains rows for each agent that you selected in the Objects tree. (If a scroll bar is displayed to the right, you can use it to reveal more agents.) This table includes the following columns:

[Expand/Collapse] If in Planning Period mode, the first column provides expand/collapse controls that you use to display or hide agent details.
Team This column lists each agent's team.
Agent Two columns show an icon representing each agent's contract and the agent's name.
[Week Start Dates] If you display agent details and you are in Planning Period mode, the rows below each agent's name indicate the start date for each week in the schedule.
[Weekdays] These cells show agent schedule information for each weekday, for each week in the schedule. The cells' contents correspond to your selection from the Show Data for drop-down list.

If an agent is not scheduled for a shift on this day, the cell will contain Day Off, <name of the full-day time-off type>, Working Hours (for scheduled working hours without a shift), or an exception name (for scheduled full-day exceptions).

An icon in the cell for a weekday indicates whether the schedule has been changed for that agent.

  • If the agent's schedule for that day was assigned during scheduling or rescheduling, no icon appears.
  • If the agent's day was edited after scheduling or rescheduling, a light-gray pencil icon appears.
  • If the agent's day was assigned by trading or swapping, the swap icon appears.
  • A yield icon (upside-down red triangle) appears if there are pending changes. Pending changes must be committed by a user with Approve Changes security permission.
  • An icon and red check box appears for every schedule day that contains a granted calendar item (if the option Show agents with granted and scheduled rotating pattern or any other calendar preference is selected in the Options dialog box).
Tip
If there have been multiple changes, the icon represents the most recent status.
Weekly Totals Shows an agent's total working hours for the displayed week.
Planning Period Totals Shows an agent's total paid hours for the schedule planning period.
Tip
To set this period's duration and start date, see the Configuration > Polices > Contracts > Site Settings tab.

The Weekly Totals and Period Totals boxes below the table show a grand total of all weekly or planning period total paid hours (respectively) for all selected agents.

Configuring the view

To configure the displayed table, use these controls at the top of the working pane:

Show Data for

From this drop-down list, select what you want to display inside each day's table cell:

Total Paid Hours Total working time for the day.
Start/End Times Start and end times of agents' work.
Shift or Schedule State Names Names of agents' assigned shifts and other full-day states.

Mode

Select one Week or Planning Period from the Mode drop-down list. The table displays data for the selected period. If no schedule planning period is configured, or if more than one site is selected on the Objects pane, then the Planning Period option is disabled.

Planning Period Mode

Planning Period mode displays schedules for the entire planning period. White and dark gray indicates the type of date range that you are viewing.

Planning Period Color Legend

  • White—Indicates dates that fall within the planning period.
  • Dark Gray—Indicates dates that are outside the planning period.

Date

Use the standard date-selection controls to move to other weeks.

Toolbar

You can use the following buttons on the Actions toolbar (or commands in the Actions menu) to further customize the displayed table:

Icon Name Description
WM 851 icon-cleanup.png Cleanup Opens the Cleanup Master Schedule Window. Enables you to delete Master Schedule information for selected dates and agents.
WM 851 icon-rebuild-intra-day-sche.png Rebuild Intra-day Schedule Opens the Intra-Day Schedule Rebuild Wizard to rebuild an Intra-Day schedule for a specific day or time period for a site, team, or agent.
WM 851 icon-options.png Options Opens the Options dialog box. Enables you to select/de-select the Agent Rank and Site Name columns.
WM 851 icon-filter.png Filter Opens the Schedule filter dialog, enabling you to filter the displayed information according to activities and contract types. (If you set a new filter, this immediately refreshes the view.)
WM 851 icon-sort.png Sort Opens the Sorting dialog box, which allows sorting by Team Name, Contract, Agent Name (first or last), Agent Rank or Site Name. You can sort in ascending or descending order. Note that Agent Rank sorts in apparent reverse order due to limitations imposed by multi-sorting by both agent name and rank.
WM 851 icon-swap.png Swap Enables you to swap two agents' schedules with the Swap Agent Schedules Wizard.
WM 851 icon-insert-multiple.png Insert Multiple Opens the Insert Multiple Wizard, which enables you to add multiple items to the Master Schedule at one time.
WM 851 icon-delete-multiple.png Delete Multiple Opens the Delete Multiple Wizard, which enables you to remove multiple items from the Master Schedule at one time.
WM 851 icon-commit-multiple-rollba.png Commit/Rollback Multiple Opens the Commit/Rollback Multiple Wizard, which enables you to insert pending changes into the Master Schedule or to remove them and return the Master Schedule to its former settings.
WM 851 icon-meeting-scheduler.png Meeting Scheduler Opens the Meeting Scheduler Wizard.
Important
You can save changes from within the Master Schedule Weekly view only if you have appropriate access rights.

Options dialog

Use the Options dialog box to display/hide the Agent Rank column in the Schedule Scenario and Master Schedule Weekly views. To open this dialog box:

  • Click the Options button on the toolbar or select Options from the Actions menu.

The dialog box that opens for Weekly view has two tabs, Options and Columns.

On the Options tab:

  1. Select Show agents with granted and scheduled rotating pattern or any other calendar preference to display an icon and red check box near the agents name for every schedule day that contains a granted calendar item.
  2. Click Apply to save.

On the Columns tab:

  1. Select Agent Rank or Site Name to display the corresponding column; de-select to hide the column.
  2. Click Apply to save.