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Overview

Use this Help to find all of the information you will need to understand the features in Workforce Management (WFM) Web for Agents and how it functions.

In the WFM Web for Agents window, there are two Help commands:

  • To access the entire Help file, click Help on the menu bar (to the left of Log Out). The help window that appears includes a table of contents on the left, which provides access to all help topics.
  • To access context-sensitive help, click the Help icon (WM 813 icon-help-unboxed.png) at the top right of the WFM window itself (below Log Off). The help window that appears has no table of contents, and displays only the topic that describes the WFM dialog box or window that you are currently using.

Keyboard and Audio Navigation

Instead of using a mouse to click commands, you can press the Tab key to move the "focus" to the command that you want to execute, and then press Enter or the Spacebar.

WFM Web for Agents is compatible with the speaking tool JAWS 8. Consult the JAWS 8 manual for details about its functionality and operation.

Links to Other Topics

Inside help topics, underlined words and phrases are links to other topics. Click any link to go directly to the related topic.

To return to the topic from which you jumped, click your browser's Back button or press Backspace.

Touring All Features

Click any topic in the Table of Contents at left side of the Help window to read about the corresponding feature.

Or you can click the links in the Learning About WFM Web section to begin exploring particular Help sections.

To find specific information, use the search function at the top of any page to search the Help or click the Search this site check box below the Search field to find related information in other documents.

Printing this Online Help

If you prefer to print the Help rather than use it online, complete the following steps:

  1. In the Navigation pane, at the bottom of the Table of Contents, click PDF Version.
  2. When the dialog opens, select:
  • Open with to select the application, with which you want to view and print the Help.
    Adobe Acrobat v9 is recommended.
  • Save File to save the Help to a folder on your computer.
  • When the download is complete, navigate to the folder in which you saved the .pdf file and use the Print function in your application to print the file, or open and view the file on your computer offline.
  • Learning About WFM Web

    To learn about WFM Web, click one of the links below:

    Topic Description
    Getting Started Summarizes browser and WFM Web basics, including how to log in and log off.
    Schedule Describes the Schedule window display.
    Bidding Explains how to review and respond to a bidding scenario.
    Trading Explains how to create, review, and respond to schedule trading proposals.
    Preferences Explains how to view, add, and edit Preferences in WFM Web.
    Time Off Describes the Time Off view and explains how to add, edit, or delete time-off requests.
    Configuration Describes the information about you that appears in the Configuration window.
    About Explains how to identify which WFM Web release you are using.
    This page was last edited on February 27, 2023, at 12:54.
    Comments or questions about this documentation? Contact us for support!