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Workforce Management Web for Supervisors (Classic) Help

About

Getting started

Getting started
Logging In and Out
Security and accessibility
Optimizing the UI display
Date Selectors
The Supervisor's window

Policies

Policies
Exception Types
Time-Off Types
Time-Off Rules
Meetings
Marked Time
Shifts
Task and Shift Sequences
Adding Breaks and Meals to Shifts
Contracts
Contracts Site Settings
Contract Constraints
Availability Patterns
Day Off and Weekend Rules
Shift synchronization
Contract Shifts, Agents, and Profiles
Rotating Patterns
Rotating Patterns Properties
Associating Agents with Rotating Patterns

Configuration

Configuration
Notifications
Colors
Shared Transport
Agents
Agent Contracts and Rotating Patterns
Agents Time Off
Organization
Business Units
Sites
Time Zones
Time-Off Bidding
Configuring Bidding Periods
Schedule State Groups
Activities
Default forecasting objectives
Creating Activity Sets and Groups
Multi-Site Activities
Statistics
Users
Roles
Role Privileges

Calendar

Calendar
Filtering, Options, and Preference Statuses
Add Calendar Items Wizard
Review Requests and Messages Dialogs
Time-Off Limits

Forecasts

Forecasts
New Forecast Wizard
Forecast Scenarios
Forecast Scenarios View
Scenario Volumes View
Volumes Build Wizard
Volumes Split Wizard
Scenario Staffing View
Required Staffing Wizard
Staffing Build Wizard
Staffing Build Wizard (Multiple Activities)
Staffing Split Wizard
Scenario Graphs View
Forecast Scenario Overheads View
Add Overhead Wizard
Publish/Extract Forecasts
Graph View Options
Forecast Templates
Overlays
Import
Master Forecast
Master Forecast Cleanup and Graph Options
Historical Data
Find Events

Schedules

Schedules
Schedule Scenarios
New Schedule Scenario Wizard
Scenario Coverage View
Scenario Weekly View
Scenario Intra-Day View
Scenario Intra-Day: Wizards and Dialogs
Add/Remove Scenario Elements Wizard
Scenario Agent-Extended View
Scenario Profiles/Bidding View
Scenario Summary View
Scenario State Group Totals
Swap Agent Schedules Wizard
Reviewing Messages
Insert Multiple Wizard
Edit Multiple Wizard
Delete Multiple Wizard
Commit/Rollback Multiple Wizard
Modify Individual Agents' Schedules
Inserting Schedule Items
Editing Schedule Items
Meeting Scheduler
Master Schedule
Master Schedule Coverage View
Master Schedule Weekly View
Master Schedule Intra-Day View
Master Schedule Intra-Day: Accessibility and Dialogs
Master Schedule Agent-Extended View
Master Schedule Summary View
Cleanup Master Schedule Window
Master Schedule State Group Totals
Master Schedule Overtime Requirement View
Master Schedule Changes Approval
Overtime Bidding
Schedule Bidding
Schedule Build Wizard
Intra-Day Schedule Rebuild Wizard
Schedule Rebuild Wizard
Publishing/Extracting Schedules
Schedule Validation

Trading

Trading

Performance

Performance
Performance Monitor View
Performance Intra-Day View
Performance Alerts View
What-If Window

Adherence

Adherence
Adherence Views

Reports

Reports
Reports List
Reports Scheduler
Configuration Reports
Policies Reports
Calendar Reports
Forecast Reports
Performance Reports
Schedule Reports
Schedule State Reports
Individual and Team Schedule Reports
Weekly Schedule Reports
Scheduled Budget and Agent Comments Reports
Schedule Validation and Summary Reports
Schedule Trade and Bidding Reports
Schedule Marked Time Reports
Adherence Reports
Audit Reports

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