Workforce Engagement Management

Is there a way to save changes to published schedules, without publishing the changes until we are ready to?  If I try to leave the page I will lose any "unsaved" changes, but I don't see how to save without publishing something not ready to be published (i.e. setting up trainings/meetings that aren't ready to launch, since we'll make some changes before I publish).

Also, it looks like there are no options for setting up recurring meetings (beyond force-feeding them into the schedule plans one by one?). 

Thanks!

-Brent

We do not have a two-step publish; the published schedule is the live schedule. Not sure if the 'try to leave the page' was just an example, but if you are wanting to navigate elsewhere and not lose changes to the schedule, then I would recommend opening a second tab in the browser. If the schedule requires many more edits after creation, then another option is to not do the initial publish until closer to steady-state. That way when additional modifications are not so plentiful, then they can just be done as part of a re-publish.

Recurring activities will be covered in the following in-progress idea (tentative release date currently in Q4 2023): https://genesyscloud.ideas.aha.io/ideas/WFMSCH-I-72

PErhaps it is worth raising this an an idea, as many clients publish schedules in the future but don't add activity until nearer the date, so a feature to save without publishing could be really useful.

Publish is a way to expose and notify agents of the/their schedule. For the "many clients publish schedules in the future but don't add activity until nearer the date", why publish? Is it for agent's to see what their schedule might be at a vague level? If so we have planned enhancements that may address that part (e.g., showing agents what their expected shifts might be in the future).

You could also simply publish that initial version of the schedule and immediately make a copy that you would then modify over time and then 'replace' the currently published schedule with this updated one closer to the schedule start. Envisioning some enhancement around being able to have a draft version of the published schedule with some mechanism to make the draft the publish version essentially is the same as what is available today (generate and publish, create a copy, make revisions to the copy, publish the copy closer to schedule start).

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Jay Langsford
VP, R&D
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As @Jay Langsford has mentioned we are looking at enhancing how agents can view and manage their schedules.
For a high-level view of possible shifts we do have this ability already within the Agent Schedule view, details can be found in the resource centre article:

view agent schedule

Based on their current Wor Plan, this provides the Agent with the possible days they will be asked to work, the earliest start and the latest end time.

Paul