ExternalHelp
Section: Options
Default Value: " " (string)
Valid Values: A valid URL
Changes Take Effect: Immediately
Dependencies: None
Discontinued: 8.5.218.26
Specifies the location of Genesys offline documentation.
The default value for the option is empty, unless you are running an offline PDF version of WFM Help. If that case, this field will contain a valid URL that points to the site where the PDF resides. For example: http://<host:port>/<applicationname>.
Use this format, where <host:port> is the hostname and port number of the internal webserver that is hosting the PDF, and <applicationname> is the name of the directory where the PDF resides.
Do not add a backslash (/) at the end of the URL.
PreventFraming
Section: Functionality
Default Value: true
Valid Values: true, false
Changes Take Effect: Immediately
Dependencies: None
Specifies whether the HTTP header X-Frame-Options is added to all JSP pages served by WFM Web.
If this option value is set to true, the header is added and prevents WFM Web pages from loading in the frame being used by the site and served from another domain. WFM Web pages served from the same domain as the one in the frame are allowed.
Use this option as protection from clickjacking.
LimitScheduleDetails
Section: AgentSchedule
Default Value: false
Valid Values: true, false
Changes Take Effect: Immediately
Dependencies: None
Specifies whether or not WFM replaces the actual names of non-tradeable Exceptions and Time-Off items with generic names in the Web for Agents Other Schedules view. Administrators use this feature to hide sensitive information, if required.
If this option value is set to true, WFM replaces the actual names of non-tradeable Exceptions and Time-Off items with generic names in the Web for Agents. If this option value is set to false, WFM displays the actual names of Exception and Time-Off.
useRolesSecurity
Section: Functionality
Default Value: false
Valid Values: true, false
Changes Take Effect: Immediately
Dependencies: None
Specifies the functionality that is accessible to agents in WFM Web for Agents.
If this option value is set to true, WFM Web ignores Web for Agents-related application settings and instead, uses the role settings configured in Genesys Administrator Extension (GAX) to determine what functionality agents can access. If this option value is set to false (default), WFM Web uses Web for Agents-related application settings.
Unlike application options that are applicable to all agents, this functionality allows administrators to control Web for Agents functionality for each agent individually or groups of agents.
To learn more about how WFM controls agent access in WFM Web, see Managing WFM Roles and Privileges in GAX.
NewAgent
Section: Functionality
Default Value: false
Valid Values: true, false
Changes Take Effect: Immediately
Dependencies: ClassicAgent
Introduced: 8.5.205.07
Modified: 8.5.214.14
In coordination with the ClassicAgent option, specifies whether the latest, redesigned WFM Agent interface is turned on or off.
This option combines with the setting for the ClassicAgent option in the following ways:
- NewAgent = true, ClassicAgent = false
- After an agent logs in, only the Agent UI is available. The option enabling agents to switch to the Classic UI is absent in the Log off drop-down menu.
- NewAgent = false, ClassicAgent = false
- After an agent logs in, only the Agent UI is available. The option enabling agents to switch to the Classic UI is absent in the Log off drop-down menu.
- NewAgent = false, ClassicAgent = true
- After an agent logs in, only the Classic Agent UI is available.
- NewAgent = true, ClassicAgent = true
- After an agent logs in, the Agent UI opens but the option enabling agents to switch to the Classic UI is present in the Log off drop-down menu.
InsertPaybackException
Section: Functionality
Default Value: true
Valid Values: true, false
Changes Take Effect: Immediately
Dependencies: None
Specifies whether or not users can insert Payback Exceptions into schedules to make up for lost work time.
Setting this option value to true enables this functionality and user can insert Exceptions with payback into schedules. Setting this option value to false disables this functionality and user cannot insert these Exception types into schedules.
PreventTimeOffNoAvailability
Section: CalendarService
Default Value: 0
Valid Values: 0, 1, 2
Changes Take Effect: Immediately
Specifies whether or not an additional check is turned on or off for already-configured days off when agents requests time off.
The valid values are described, as follows:
- 0—The option is off.
- 1—Prevents agents from requesting time off for weekdays, when they have no Contract availability.
- 2—Same as described for the value 1, except weekdays when Contract non-availability is overwritten by an open Granted availability interval. Also applies to dates with Granted no-availability preferences and Granted day-off preferences and to days when agents have rotating days off according to their assigned rotating schedule.
When this option is on:
- The agent receives an error message and the time-off item is not inserted into the calendar.
- The supervisor receives a warning message that can be overridden.
BiddingTimeout
Section: CalendarService
Default Value: 10
Valid Values: Any positive integer, -1
Changes Take Effect: Immediately
Dependencies: None
Discontinued: 8.5.207.09
Specifies the time, in minutes, between the Time-Off Bidding processes that handle Calendar bid items.
Setting this option value to -1 turns this functionality off.
WaitlistTimeout
Section: CalendarService
Default Value: 30
Valid Values: Any positive integer, -1
Changes Take Effect: Immediately
Dependencies: None
Modified: 8.5.207.09
Specifies the interval (in minutes) between the processes handling time-off bidding and wait-listed items.
Setting this option value to -1 turns this functionality off.
ServiceLevelMethod
Section: ForecastService
Default Value: 0
Valid Values: 0, 1
Changes Take Effect:
Dependencies: None
Introduced: 8.5.207
Specifies whether Service Level should be calculated from the number of interactions distributed or from the number of interactions offered, taking into account abandoned interactions.
The default value 0 indicates that Service Level is calculated, based on the number of interactions distributed. To include abandoned interactions, set the value to 1.
TradePreprocessingEnabled
Section: ScheduleService
Default Value: false
Valid Values: true, false
Changes Take Effect:
Dependencies: None
Introduced: 8.5.207
Specifies whether or not an external module is used to review schedule trades.
If this option value is set to true, an external module is used to auto-approve schedule trades. If this option value is set to the default false WFM auto-approves schedule trades.
Document change history
This topic contains a summary of the topics that are new or have changed significantly in the specified version of this Administrator's Guide.
Document version 8.5.215
- A new section Integration with Genesys Cloud was added to the Integration topic to describe how Genesys Engage customers can access features in Genesys Cloud through integration.
- A new topic Schedule Validation Errors and Warnings was added to provide a list of Warning and Errors messages and their descriptions.
Document version 8.5.214
- High Availability was updated to provide information about how WFM components support high availability.
- A new topic Redesigned Web Supervisor and Agent interfaces was added to describe the redesigned Supervisor and Agent interfaces and how to enable access to them.
- Securing connections on WFM servers was updated to include information about support for TLS 1.2 and FIPS 140-2.
- Managing the WFM Database was updated to include information about new purging procedures.
- Time-off Primer was updated to describe minor changes to the time-off process flow.
Document version 8.5.211
- The topic Securing connections on WFM servers has been updated to describe the latest procedures and guidelines for securing connections on WFM servers.
Document version 8.5.209
- A paragraph in Managing Overtime Requirements describes the Overtime Bidding feature, introduced in this release.
Document version 8.5.208
- The Using Self Localization topic was updated to document the inclusion of two new files in the localization.bat file.
- Information about the WFM Agent Mobile Client was added to two topics: Architecture and Component Descriptions.
- Information about WFM configuration options (descriptions, creating configuration options and sections, removed or changed options) was removed from this guide and added to the Workforce Management Options Reference. The following topics were removed from this guide:
- "WFM Configuration Options"
- "Creating New Configuration Sections and Options"
- "WFM Server Options"
- "WFM Web Options"
- "WFM Builder Options"
- "WFM Data Aggregator Options"
- "WFM Daemon Options"
- "WFM Options Changed or Removed"
- The section "Frequently Asked Questions About Purging Procedures" (previously a subtopic of Managing the WFM Database) was removed from this guide and added to the Workforce Management ETL Reference.
Document version 8.5.207
- Two new options were introduced in the WFM Server Application: [ScheduleService] TradePreprocessingEnabled and [ForecastService] ServiceLevelMethod.
- WFM Server Application's [CalendarService] WaitlistTimeout configuration option has a new default value, and it's [CalendarService] BiddingTimeout option is obsolete and was removed.
- A change was made to WFM Server's [Calendar] PreventTimeOffNoAvailability configuration option to accurately describe the behavior when the option is on.
- An important note was added to Managing the WFM Database about access the WFM Database directly to create custom reports.
Document version 8.5.206
- A new topic was added, describing how to assign user access to WFM features and functionality by using Genesys Administrator. See Managing WFM Roles in Genesys Administrator.
- The topic "WFM in Multi-Site Environments" was removed. Some out of date content was deleted and some content was moved to Load Balancing (see next bullet).
- The sub topics Adding Connections to WFM Server and WFM Builder Configuration were moved to Load Balancing (see previous bullet).
- A new section was added to WFM Policy Objects to describe the WFM Payback Exceptions feature and how to enable it. See Payback Exceptions.
- Four new configuration options were added to the WFM Web Application:
- [Functionality] InsertPaybackException
- [Functionality] NewAgent
- [Functionality] useRolesSecurity
- [AgentSchedule] LimitScheduleDetails
Document version 8.5.205
There were no updates or changes made to this document in this release.
Document version 8.5.204
- Minor corrections were made to the following topics and procedures:
Document version 8.5.203
- The topic Time-Off Bidding was updated to describe the feature enhancements that were implemented in this release.
- A new topic was added to Major Software Releases and Iterations to describes major releases and iterations of a major release.
Document version 8.5.202
- Two new configuration option descriptions were added to the WFM Web Application:
- [Functionality] PreventFraming
- [Options] ExternalHelp
Document version 8.5.201
- A new subtopic "Exception Memos" was added to Exception Types to describe the new feature about adding and editing Exception memos in Schedules, Calendar items, and Meetings.
- Many updates were made to Managing the WFM Database to describe the WFM Backup/Restore Utility (BRU) and remove references to DB2, which is no longer supported.
- Two new procedures "Performing Database Cleanup (Oracle)" and "Performing Database Cleanup (MSSQL)" were added to Managing the WFM Database
- A new subtopic When do Time-Off Slots Become Available? was added to Enabling and Configuring Wait-lists.
- The topic, "WFM Client Options" was removed.
- Some WFM options were removed, moved, or renamed. For details, see the Workforce Management Options Reference.