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Associating Agents with a Site

You can associate agents with an existing site or with a newly created site, by selecting Agents at the top of the Properties pane.

The Agents pane has the following controls:

Agents Pane Controls

WM 851 icon-save.png Save Now Click to save the configuration in the Agents pane.
Search By radio buttons Click one of three radio button to find an agent in the list: Last Name, First Name, Employee ID.
Search field Enter the search criteria.  For example, the agents first name.
WM 851 agent activities plus.png Add Agent to Site Click to add agents to the site.
WM 851 icon remove agent.png Remove Agent from Site Click to remove agents from the site.
WM 851 icon-help.png Help Click to open a Help topic for the Agents pane.

Agents who are associated with that site appear in the Available Agents pane and can be filtered. By default, all agents to which you have access appear in this pane.

Available Agents Pane Controls

WM 851 agent activities assign.png Apply Click to assign an agent to a site.
WM 851 icon close.png Close Click to close the Available Agents pane.
WM 851 icon-help.png Help Click to open a Help topic for the Available Agents pane.
Search By radio buttons Click one of three radio buttons to find an agent in the list: Last Name, First Name, Employee ID.
WM 851 icon search.png Search field Enter the search criteria.  For example, the agents first name.
WM 851 icon filter.png Filter
Click to filter the list of available agents, by opening the Agent Filter pane.  

You can filter this list to display only agents from certain business unit(s) or the entire enterprise, and to include unassigned agents in the enterprise or business unit. See the figure below.

WM 851 filtering agents pane.png
Figure: Agents Pane—Filtering

Sorting Agents in Lists

To sort agents in either the Agents or Available Agents pane, click the header of the column in which you want to sort the agents.

Adding and Removing Agents from a Site

To add an agent to a site:

  1. In the Agents pane, click Add Agent to Site WM 851 agent activities plus.png .
    The Available Agents pane opens.
  2. Select an agent from the list and click Apply WM 851 agent activities assign.png .  (Use the CTRL or SHIFT keys to select several agents at a time.)
  3. After you have finished assigning agents, click Close WM 851 icon close.png in the Available Agents pane.

To remove an agent from a site:

  1. In the Agents pane, select the agent you want to remove. (Use the CTRL or SHIFT keys to select several agents at a time.)
  2. Click Remove Agent from Site WM 851 icon remove agent.png .
Warning
When you move an agent from one site to another site, the agent's historical schedules are still available to be viewed and reported. However, any Calendar items related to that agent will not be available when building future schedules for the new site. This is because items, such as Time-Off Types, Exception Types, Contracts, and Shifts, are configured separately for each site.

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This page was last modified on August 10, 2017, at 05:45.