Trading

Understand the criteria for the schedule trade proposals included in the list of Trades.

Related documentation:

• How Workforce Management works

The Trading topics explain how to review, and approve or decline, agents' proposed schedule trades.

Use the Trading features to:

• View a list of trade proposals.
• Add comments to proposals.
• View the schedule details for the agents involved in trades.

Criteria for the list of trades

The List of Trades displays a week's schedule trading information for a single site at a time. Controls enable you to view details about each trade, to accept or decline the trade, and to enter comments about your decision.

Trade proposals appear in the list of trades if they meet the following criteria:

• The trade has not been automatically approved. Automatic approval is based on WFM's built-in trade rules or on exception types' own configured trade rules.
• The trade has not been automatically cancelled. WFM automatically cancels a proposed trade if either agent's schedule has been modified in some way in the Master Schedule since the trade request was made. For example, a supervisor has explicitly modified the agent schedule; or another trade, with overlapping schedule data, has been approved and executed.
• The trade has not been automatically declined. WFM automatically declines a proposed trade if either agent's schedule overlaps with overnight schedule from the previous day for a recipient agent.
• The trade has not yet been explicitly approved or declined by any supervisor. Once acted upon, trades no longer appear in the list.

If a trade proposal has not been approved or declined by its effective date, the proposal expires and the trade does not occur.