Workforce Engagement Management

Did you know.....you can Export schedule information?

Well, I'm happy to say you can and very easy it is, too :-)

You can download various schedule information into a CSV file (or TXT file for agent shifts) for planning and review purposes.
You can choose from:

• Schedule activities, including associated agents, start and end times, description, length, and whether the activity is paid
• Shifts for each agent in the schedule
• Scheduled and forecast counts and daily summaries
• Activity counts and daily summaries

The system exports schedule data in UTC times. To export schedule information:

1. Click Admin.
2. Under Workforce Management, click Schedules.
3. Search for the schedule you want to export and select it from the list. The schedule editor opens.
4. Click  Export - the following pop up appears:
5. Determine the type of schedule information to export:
• To export only the activities listed in the schedule, click Activities.
• To export only the shifts for each agent in the schedule, click Agent Shifts.
• To export the scheduled and forecast counts and daily summaries, click Scheduled and Forecast.
• To export the activity counts and daily summaries, click Activity Counts.
6. Click OK. The system downloads the CSV or TXT file to your local Downloads folder.

#Workforce Management