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Can I create custom recording policies for newly hired agents? If so, how?

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  • 1.  Can I create custom recording policies for newly hired agents? If so, how?

    Posted 10-12-2016 12:55
    No replies, thread closed.


  • 2.  RE: Can I create custom recording policies for newly hired agents? If so, how?

    Posted 10-12-2016 17:02
    No replies, thread closed.

    Yes, you can, as long as you know which agents are the new-hires.

    Under Admin>Quality>Policies on the appropriate tab(s), select "Specific Agents", then start typing the name of an agent you want to add and select their name from the list that pops up. 

    Repeat for each new-hire. 

    Configure the other settings as desired (for example, set a Date Range to stop recording once an agent is no longer considered a "new-hire").



  • 3.  RE: Can I create custom recording policies for newly hired agents? If so, how?

    Posted 10-18-2016 15:53
    No replies, thread closed.

    Very helpful, thanks @George Ganahl!