Workforce Engagement Management

 View Only

Discussion Thread View

  • 1.  Management unit moves

    Posted 03-21-2025 11:56

    When we move one Management unit to another business unit, what moves with that management unit?  Do the activity plans move?


    #WorkforceManagement

    ------------------------------
    Amanda Caldwell
    ------------------------------


  • 2.  RE: Management unit moves

    Posted 28 days ago

    We recently moved a MU to a new BU that was created. However, at the time, we did it the hard way - built the BU and MU from scratch and manually added agents, work plans, etc. We later learned that you can just move the existing MU to a different BU...  unfortunately, I can't answer your specific question, but since activity plans are built with MU permissions, I would like to think they will transfer over. I'm curious what you learn should you make the MU move.



    ------------------------------
    Laura Callaway
    Application Analyst
    St. Luke's Health System
    ------------------------------

    Original Message


  • 3.  RE: Management unit moves

    Posted 27 days ago

    Hello,

    If I am not mistaken, when moving a Genesys Management Unit (MU) to a different Business Unit (BU), all agents within that MU are also moved. However, activity plans do not move with the MU and need to be reassigned in the new BU.



    ------------------------------
    Robert Gacula, Manager, Workforce Management Team
    American Specialty Health
    RobertG@ASHN.com CA, San Diego.
    ------------------------------

    Original Message


Need Help finding something?

Check out the Genesys Knowledge Network - your all-in-one access point for Genesys resources