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#WEMay - Week 3 Resource Management Tip 4

  • 1.  #WEMay - Week 3 Resource Management Tip 4

    GENESYS
    Posted 05-18-2023 04:00
    Edited by Tracy Vickers 05-22-2023 04:51


    Our last Tips & Tricks of the week to help you on your way with 

    Resource Management

    Week 3 Day 4 Tip 4!! Where is May going???
    Here are some great tips for making your life easier


    No.4: Keyboard Shortcuts

    Improving efficiency for a scheduling admin is as easy as leveraging keyboard shortcuts available in the Schedule Editor.

    Take a look at some of them below!

    Task

    Description

    Keyboard shortcut

    Assign Shift

    Assign shifts from one agent to another.

    Shift + Q

    Replace Shifts with Activity

    Replace an entire shift or shifts with a selected activity.

    Shift + R

    Replace Activity

    Replace an activity or activities with another activity in a schedule.

    Shift + B

    Swap Shifts

    Swap one agent's shifts with another agent.

    Shift + W

    Copy Activity to Agents

    Copy an activity to one or more agents in the schedule.

    Shift + A

    Copy Shift to Agents

    Copy an agent's shift to one or more agents.

    Shift + M

    Copy Shift to Days

    Copy an agent's shift to one or more days.

    Shift + D

    Remove Selected

    Remove one or more agent shifts from the selected schedule.

    Delete

    Remove Activity Code in Range

    Remove one or more activities from a single or multiple shifts within a specific time range.

    Delete

    Add Agents

    Include more agents in the selected schedule

    N/A

    Remove Agents

    Exclude one or more agents in the selected schedule

    N/A

    Show Time-Off Request Differences

    View and synchronize time-off requests.

    Shift + V

    Show Keyboard Shortcuts

    View the list of keyboard shortcuts that help administrators manage schedule editing

    Shift + K

    View adherence information in the schedule editor

    In View by Day and View by Date Range, you can customize the schedule editor to show agent adherence information for past schedules.

    In Display Options, enable Show Adherence.

    View late information in the schedule editor

    You can view the late explanations request for the next work activity submitted by the agent for specific categories. You can further approve or deny these requests.

    In Schedule view, click the grey dotted line.

    Hope they have been of some insight for you and you've learnt something like I have!

    Next week our focus will be Employee Performance so make sure you check it on Monday for Week 4 of #WEMay

    Don't forget, coming soon will be our
    WEM Q&A episode 
    and our
    WEM Trivia Tower


    #WorkforceManagement
    #Forecasting
    #Scheduling

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



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