PEC-WFM/Current/Agent/MngPrfncs

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• Agent

Manage your preferred shifts, availability, and days off.

Related documentation:

• How Workforce Management works

Use either one of the Preferences views (Calendar or Details) to add or edit your shift, availability, or day-off preferences.

Adding shift preferences

To add your shift preferences:

1. Click Add Shift.

   The Add Shift dialog box opens.

2. Add the current date by clicking Add selected date to the list.
3. Add different or additional dates, if desired. Click the calendar, select dates, and then click Add selected date to the list.

   If you select the wrong date, hover your mouse over the date (above the date field) until the "x" appears and then click it.

4. (Optional) If you want to specify different settings for each added preference, click Populate.

   If each preference has the same settings, you don't need to use this option.

Procedure continued...

1. In the Shifts drop-down menu, select a shift.
2. Select a Start Time in the drop-down list.
3. Enter an End Time and check Next Day, if applicable.
4. In the Comments field, enter any applicable comments.
5. Click Save (or Cancel to discard this preference) and close the dialog window.

Tip

When adding a shift to your preferences, you might see fewer available start times or possibly no applicable start times, depending on the time zone you selected. In this case, go to Configuration > My Settings select either the site time zone or try another time zone.

Adding availability preferences

To add your availability preferences:

1. Click Add Availability.

   The Add Availability dialog box opens.

2. Add the current date by clicking Add selected date to the list.
3. Add different or additional dates, if desired. Click the calendar, select dates, and then click Add selected date to the list.

   If you select the wrong date, hover your mouse over the date (above the date field) until the "x" appears and then click it.

4. (Optional) If you want to specify different settings for each added preference, click Populate.

   If each preference has the same settings, you don't need to use this option.

Procedure continued...

1. In the Start Time field, enter the time that you want this availability preference to begin, including am or pm.
2. In the End Time field, enter the time that you want this availability preference to end, including am or pm.
3. Check Next Day, if applicable.
4. In the Comments field, enter any applicable comments.
5. Click Save (or Cancel to discard this preference) and close the dialog window.

Tip

You can use Availability Patterns to add preferences, enabling you to specify availability for a range of days at once. See Using patterns to make preferences.

Adding day-off preferences

To add your day-off preferences:

1. Click Add Day Off.

   The Add Day Off dialog box opens.

2. Add the current date by clicking Add selected date to the list.
3. Add different or additional dates, if desired. Click the calendar, select dates, and then click Add selected date to the list.

   If you select the wrong date, hover your mouse over the date (above the date field) until the "x" appears and then click it.

4. (Optional) If you want to specify different settings for each added preference, click Populate.

   If each preference has the same settings, you don't need to use this option.

5. In the Comments field for each preference, enter applicable comments.
6. Click Save (or Cancel to discard this preference) and close the dialog window.

Editing preferences

Use the following procedures to edit a shift, availability, or day off preference. (Note that you cannot change the date when editing preferences):

• To edit preferences in the Calendar view:
  1. Click the preference in the calendar that you want to edit.

     A dialog box opens with the preference details.

  2. Click Edit .
  3. When the Edit <preference> (shift, availability, or day off) dialog window opens, make the appropriate changes.
  4. Click Save (or Cancel to discard the changes) and close the dialog window.
• To edit preferences in the Details view:
  1. Click Edit beside the preference you want to edit.
  2. When the Edit <preference> (shift, availability, or day off) dialog window opens, make the appropriate changes.
  3. Click Save (or Cancel to discard the changes) and close the dialog window.

Notes about editing preferences

• If WFM can schedule your preference, the revised preference appears in the Calendar view.
• Available shift start times can differ, if a time zone, other than site time zone, is selected.
• When editing Shift preferences, you might see fewer available start times or possibly no applicable start times, depending on the time zone you selected. In this case, go to Configuration > My Settings and select either the site time zone or try another time zone.
• Your preferences are not guaranteed to be assigned to you unless your supervisor grants them prior to scheduling. If your preferences are not granted, WFM schedules as many preferences as possible according to the rules configured for your site.

Deleting preferences

To delete a preference in the Details View:

1. Click the check box next to the preference(s) you want to delete.
2. Click the Delete button.
3. Or, click Delete beside the preference that you want to delete.
4. When the Confirmation dialog opens, click Yes to to proceed or No to cancel the action.

To delete preferences in the Calendar view:

1. Click the preference in the calendar that you want to delete.

   A dialog box opens with the preference details.

2. Click the "x" in the upper-left corner of the Details dialog box.
3. When the Confirmation dialog box opens, click Yes to proceed with the deletion or No to cancel it.