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  • 1.  Auto-Assign Evaluations

    Posted 06-10-2025 15:24
    No replies, thread closed.

    Has anyone been successful at setting up auto-assign criteria of an evaluation? I read through the resource center and found everything on assigning an evaluation to an assignee, but would like to configure auto-assign with certain parameters. 


    #QualityManagement

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    Diane Haluszka
    AD, Performance Excellence Internal Operations
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  • 2.  RE: Auto-Assign Evaluations
    Best Answer

    Posted 06-10-2025 17:17
    No replies, thread closed.

    Hey Diane,

    I'm not sure that we have that functionality yet in Genesys Cloud. I found this Idea in the Product Ideas Lab that sounded similar.

    I would love to hear if anyone in the Community knows of a way to do this.



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    Jason Kleitz
    Online Community Manager/Moderator
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  • 3.  RE: Auto-Assign Evaluations

    Posted 06-11-2025 11:09
    No replies, thread closed.

    Hi Jason,

    Thank you for the reply and sending over that idea for review. I do agree, I would love to see if anyone in the community has executed this. There is a current auto assign policy, I believe, unless it was all set up via workflows, but I could not set parameters around it to function properly. There were many errors while testing, such as assigning the same contact to different people to be evaluated. Hopefully someone knows! 



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    Diane Haluszka
    AD, Performance Excellence Internal OperationsDiane Haluszka
    AD, Performance Excellence Internal Operations
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