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2020-09-20T10:54:26Z

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2020-07-25T02:36:15Z

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2020-06-08T15:29:41Z

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{{ArticleUnstructured
|Platform=PureEngage
|DisplayName=Contracts
|TocName=Contracts
|Tags=
|Dimension=
|Application=Workforce Management
|Role=Supervisor
|Context= This page describes how to configure contracts.
}}

'''Contracts''' settings are similar to employment contracts, in that they are used to configure settings for agent availability times and days off that might be union or contractual requirements. In the same way, WFM automatically takes the '''Contract''' settings into consideration to produce legal schedules for every agent.

At the top of the '''Contracts List''' pane, use the {{Link-SomewhereInThisManual|topic=SteStgs|anchor=top|display text=Site Settings}} pane to configure settings for the selected site, such as the minimum duration for start and end of working days, start times between consecutive working days, schedule planning period type, and planning period start date.

At the top of the '''Constraints''' pane, click each one of the following panes to configure additional properties and define scheduling parameters:

*{{Link-SomewhereInThisManual|topic=Cnstrnts|anchor=top|display text=Constraints}}—Defines the basic scheduling parameters for each contract, including constraints on working hours, working days, and the duration between working days.
*{{Link-SomewhereInThisManual|topic=AvlPttrns|anchor=top|display text=Availability Patterns}}—Defines the default settings for the days and hours that each contract can be scheduled.
*{{Link-SomewhereInThisManual|topic=DOffWEndRls|anchor=top|display text=Day-Off and Weekend Rules}}—Defines the default settings for the days off per planning period, weekend rules, specified days off, and consecutive days off rules.
*{{Link-SomewhereInThisManual|topic=Sychrnztn|anchor=top|display text=Synchronization}}—Ensures that an agent starts each workday within a user-defined time threshold.
*{{Link-SomewhereInThisManual|topic=CntrSfts|anchor=top|display text=Shifts}}—Displays a list of shifts that are assigned to the selected '''Contract'''.
*{{Link-SomewhereInThisManual|topic=CntrAgts|anchor=top|display text=Agents}}—Displays a list of agents that are associated with the selected '''Contract'''.
*{{Link-SomewhereInThisManual|topic=CntrPlc|anchor=top|display text=Profiles}}—Displays a list of profiles that are associated with the selected '''Contract'''.
*{{Link-SomewhereInThisManual|topic=AdvHrs|anchor=top|display text=Advanced Hours}}—Displays the '''Contract''' minimum and maximum hours.

In the '''Shifts''', '''Agents''', and '''Profile''' views, use the following panes to further configure '''Contracts''':

'''Shifts:'''
* '''Available Shifts''' pane—Used to set the state of the shift assignment ('''Primary''' or '''Secondary''') and, from a list of available shifts, select one or more to assign to (or remove from) the selected '''Contract'''.

'''Agents:'''
* '''Associate Agents''' pane—Used to assign an effective date for the selected Contract and, from a list of available agents, select one or more to associate with the selected '''Contract'''.

'''Profiles:'''
* '''Profile Properties''' pane—Used to create a new Profile, add and delete skills to/from a '''Profile''', and save any changes.
* '''Associate Skills''' pane—Used to assign a skills level and, from a list of available skills, select one or more to associate with a '''Profile'''.

@@ Line 57: / Line 57: @@
 #Select '''Policies &gt; Contracts'''.
 #In the '''Objects''' pane, select an existing site.<br />All available contracts for this site are displayed in a list in the Contracts pane.
 |Status=No
 }}{{Section

@@ Line 1: / Line 1: @@
 {{ArticleUnstructured
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |DisplayName=Contracts
 |TocName=Contracts

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

Mhachey: 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"