PEC-WFM/Current/Supervisor/CntrSfts - Revision history

Mary.hachey@genesys.com: Published

2021-02-02T14:49:28Z

Published

Mary.hachey@genesys.com: Published

2021-02-02T14:46:43Z

Published

Mhachey: Published

2020-09-01T19:37:35Z

Published

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WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:37:14Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:50:08Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

2020-06-08T15:29:24Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Contract Shifts
|TocName=Contract Shifts
|Context=Assign and manage shifts in contracts.
|ComingSoon=No
|Platform=PureEngage
|Role=Supervisor
|Application=Workforce Management
|Section={{Section
|alignment=Vertical
|structuredtext=The '''Shifts''' pane displays the shifts that can be associated with this contract. All shifts configured for the site associated with this contract are listed.

The shifts you select must have settings that are compatible with the contract settings. Otherwise, WFM displays an error message. If the settings for at least one day are compatible, WFM accepts the association. Use the '''Contracts > Shifts''' pane when you {{Link-SomewhereInThisManual|topic=CntrPn|anchor=CrtgNewCntrct|display text=create}} or {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CntrPn|anchor=EdtgCntrct|display text=eit}} contracts.

To view the '''Shifts''' pane for an existing contract:

#Select '''Policies > Contracts'''.
#In the '''Objects''' pane, select a site
#In the '''Contracts''' pane, select an existing contract.
#;The '''Constraints''' pane is displayed by default.
#In the right-side pane,select '''Shifts'''.
#;The '''Shifts''' pane is displayed containing a list of shifts that are associated with this contract.

The Shifts pane displays the details for assigned shifts in the following columns:
{{{!}}
{{!}}-
{{!}}'''Name'''
{{!}}The name of the assigned shift.
{{!}}-
{{!}}'''Earliest Start'''
{{!}}The earliest start time for this shift.
{{!}}-
{{!}}'''Latest End'''
{{!}}The latest end time for this shift.
{{!}}-
{{!}}'''State'''
{{!}}The state of the shift, either Primary or Secondary.
{{!}}}

Use the '''Shifts''' pane to assign shifts to the '''Contract''' or change the state of an assignment.

{{NoteFormat|If you make changes that do not pass validation, the '''Review Validation Messages''' pane is displayed, which includes a list of error and warning messages. For more information about these messages, see {{Link-SomewhereInThisManual|topic=CntrRwVldMsg|anchor=top|display text=Review Validation Messages}}.}}
|Status=No
}}{{Section
|sectionHeading=Assigning shifts to contracts
|anchor=AvailShifts
|alignment=Vertical
|structuredtext=#In the '''Contracts''' pane, select a contract from the list of existing contracts.
#Click '''Assign Shifts''' [[File: WM_851_agent_activities_plus.png|link=]] .
#;The '''Available Shifts''' pane opens with details in the '''Name''', '''Earliest Start''', and '''Latest End''' columns. Alternatively, if you want to unassign a shift, click '''Unassign Shifts''' [[File: WM_851_agent_activities_minus.png|link=]] .
#In the '''Use This State for Assignments''' drop-down list, select '''Primary''' or '''Secondary'''.
#In the '''Available Shifts to be Associated with Contract''' section, select one or more shifts.
#;Search for a specific shift by typing the shift name in the '''Search''' field, if desired.
#To associate the shift(s) with this contract, click '''Apply''' [[File: WM_851_agent_activities_assign.png|link=]] .
#;The selected shifts are displayed in the '''Shifts''' pane.
#Close the '''Available Shifts''' pane, and on the '''Shifts''' pane, click '''Save Changes''' [[File: WM_851_icon-save.png|link=]] .
#;You can configure shifts for a selected site in the '''Policies > {{Link-SomewhereInThisManual|topic=Shfts|anchor=top|display text=Shifts}}''' view.
|Status=No
}}{{Section
|sectionHeading=Removing shifts from contracts
|anchor=RemovinganAssignedShiftFromaContract
|alignment=Vertical
|structuredtext=#In the '''Contracts''' pane, select a contract from the list of existing contracts.
#In the '''Associating Shifts for <''shift name''>''' list, select the shift you want to remove and click '''Unassign Shifts''' [[File: WM_851_agent_activities_minus.png|link=]] .
#;The shift if removed from the list.
#In the '''Shifts''' pane, click '''Save Changes''' [[File: WM_851_icon-save.png|link=]] .
|Status=No
}}{{Section
|sectionHeading=Changing the state of an assigned shift
|anchor=ChangingtheStateofanAssignedShift
|alignment=Vertical
|structuredtext=#In the '''Contracts''' pane, select the contract to which the shift you want to change is assigned.
#In the '''Associated Shifts for <''contract name''>''' section, from the drop-down list in the '''State''' column, change the state to either '''Primary''' (default) or '''Secondary'''.
#To save the changes, click '''Save Changes''' [[File: WM_851_icon-save.png|link=]] .
#;To select multiple shifts, hold down '''SHIFT''' or '''CTRL''' and click each additional shift.
|Status=No
}}
}}

@@ Line 72: / Line 72: @@
 |anchor=CntrAgts
 |alignment=Vertical
-|structuredtext=Use the '''Agents''' pane in the '''Contracts''' view to {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CntrPn|anchor=CrtgNewCntrct|display text=create}} or {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CntrPn|anchor=EdtgCntrct|display text=edit}} contracts. View agents associated with existing contracts and associate agents with new contracts.
+|structuredtext=Use the '''Agents''' pane in the '''Contracts''' view to {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Cntrcts|anchor=CrtNwCntrct|display text=create}} or {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Cntrcts|anchor=EdtCntrct|display text=edit}} contracts. View agents associated with existing contracts and associate agents with new contracts.
 To view the agents associated with an existing contract:

@@ Line 13: / Line 13: @@
 |structuredtext=The '''Shifts''' pane displays the shifts that can be associated with this contract. All shifts configured for the site associated with this contract are listed.
-The shifts you select must have settings that are compatible with the contract settings. Otherwise, WFM displays an error message. If the settings for at least one day are compatible, WFM accepts the association. Use the '''Contracts &gt; Shifts''' pane when you {{Link-SomewhereInThisManual|topic=CntrPn|anchor=CrtgNewCntrct|display text=create}} or {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CntrPn|anchor=EdtgCntrct|display text=eit}} contracts.
+The shifts you select must have settings that are compatible with the contract settings. Otherwise, WFM displays an error message. If the settings for at least one day are compatible, WFM accepts the association. Use the '''Contracts &gt; Shifts''' pane when you {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Cntrcts|anchor=CrtNwCntrct|display text=create}} or {{Link-SomewhereInThisVersion|manual=Supervisor|topic=Cntrcts|anchor=EdtCntrct|display text=edit}} contracts.
 To view the '''Shifts''' pane for an existing contract:
@@ Line 21: / Line 21: @@
 #In the '''Contracts''' pane, select an existing contract.
 #;The '''Constraints''' pane is displayed by default.
-#In the right-side pane,select '''Shifts'''.
+#In the right-side pane, select '''Shifts'''.
 #;The '''Shifts''' pane is displayed containing a list of shifts that are associated with this contract.
@@ Line 175: / Line 175: @@
 <li>Configure the profile. The settings are described in {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CntrSfts|anchor=Step7|display text=steps 7–10}} above.</li>
 </ol>
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=Assign and manage shifts in contracts.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Supervisor
 |Application=Workforce Management

PEC-WFM/Current/Supervisor/CntrSfts - Revision history

Mary.hachey@genesys.com: Published

Mary.hachey@genesys.com: Published

Mhachey: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"