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  • 1.  Moving a MU to a new BU

    Posted 06-06-2024 12:29
    No replies, thread closed.

    We will be moving a MU to another BU on 06/17, we notice that we can just move the MU over. But our question is:

    1. Will there be data lost once we move to a different BU?
    2. If data will be lost, what data would that be? Is there a scorecard impact switching to a new BU?
    3. Anything that we need to be aware of once we make the move to another BU. 

    We appreciate any advice that can be given in preparation for the transfer of the MU. 


    #Workforce Management

    ------------------------------
    Nicole Foix
    Sedgwick Claims Management Services, Inc.
    ------------------------------


  • 2.  RE: Moving a MU to a new BU

    Posted 06-07-2024 05:10
    No replies, thread closed.

    Hi Nicole,

    Firstly, welcome to the WEM Community :-)

    There was a similar post with reply here - reply if you have any further questions.



    ------------------------------
    Tracy
    Genesys
    ------------------------------



  • 3.  RE: Moving a MU to a new BU

    Posted 06-07-2024 08:15
    No replies, thread closed.

    Good Morning!

    Thank you so much for your reply,I did see this post and it was super helpful. We just had follow up questions regarding scorecard. Will they lose adherence from when they were in the previous BU? Or will they lose any data that effects their performance percentage you would see in the scorecard? 



    ------------------------------
    Nicole Foix
    Sedgwick Claims Management Services, Inc.
    ------------------------------

    Original Message


  • 4.  RE: Moving a MU to a new BU

    Posted 06-07-2024 09:30
    Edited by Tracy Vickers 08-04-2025 05:28
    No replies, thread closed.

    https://help.mypurecloud.com/articles/move-a-management-unit/

    https://help.mypurecloud.com/faqs/what-happens-to-an-agents-schedule-and-history-if-they-move-management-units/



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    Jay Langsford
    VP, R&D
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  • 5.  RE: Moving a MU to a new BU

    Posted 06-07-2024 10:21
    No replies, thread closed.

    hello, thank you, in our case we have a whole MU moving to a new BU, would this be the same response?



    ------------------------------
    Nicole Foix
    Sedgwick Claims Management Services, Inc.
    ------------------------------

    Original Message


  • 6.  RE: Moving a MU to a new BU

    Posted 06-07-2024 12:50
    No replies, thread closed.

    Yes, moving a Management Unit to a different Business Unit has the same effect as moving the the agents individually, at least when it comes to the treatment and availability of schedules and historical adherence information. 



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    Joe Behymer, Director
    Genesys Cloud Workforce Management Development Team
    ------------------------------

    Original Message


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