Add Calendar Items Wizard

Using this wizard, you can add availability, time off, exceptions, days off, shifts, and working hours. (This wizard is available to supervisors with the appropriate security access.)

To use the wizard:

1. Select the Calendar pane.
2. Select Calendar Items from the Views menu.
3. Select an object from the Objects pane:
   • From the Agents tree: a business unit, site, team, or agent
   • From the Activities tree: a business unit, multi-site activity, site, or activity
4. Select a date or dates from the Calendar.
5. Click Get data.
6. Click the Add Calendar Item icon on the toolbar or select Add Calendar Item from the Actions menu.

For instructions on filling in each wizard screen, see:

• Choose Activities.
• Choose Agents.
• Choose Calendar Items.

Depending upon the choices that you make on the first two screens, you proceed to one of these screens:

• Add or Edit Start/End Time
• Add or Edit Exceptions
• Add or Edit Shifts
• Add or Edit Time Off
• Comments

The last three screens can also appear when you edit Calendar items.

Important

In comparison with the Classic UI, where Calendar item is displayed for the selected day if its start date and time falls inside that day, Calendar item in new UI is displayed for the selected day if a part of its duration belongs to the selected date. As a result, same items could be shown for two dates instead of only one like in Classic UI.