Revision as of 13:47, August 10, 2017

Auto-Assign Schedules Wizard

You reached this wizard by clicking Auto-Assign Schedules in the toolbar.

Follow these steps to auto-assign schedules:

Select a site.
Select a ranking system by clicking one of these three radio buttons:
- Seniority favors agents by their hire dates.
- Rank favors agents by their rank, as defined by a supervisor in the WFM Configuration Utility's Agent Configuration window.
- Seniority + Rank favors agents by Seniority first, and if that results in a tie, then uses Rank as the criterion.
Select a target (which agents will be assigned schedules).

All Agents—Auto-assigns from the pool of all agents. Here are two uses for this option:
- You previously prepared profile schedules, not intended for bidding but for 400 new agents that you have now hired, and need to assign.
- Bidding is resolved but you still need to assign a few profile schedules to real agents.
Bidding Agents Only (default)—Auto-assigns only those agents that were designated as eligible to bid, in the Bidding Candidates Selection dialog.
Click OK to begin the auto-assignment process or Cancel to abandon it.

@@ Line 1: / Line 1: @@
-<!-- Creation of the target page -->
+= Auto-Assign Schedules Wizard=
+__NOTOC__
+You reached this wizard by clicking '''Auto-Assign Schedules'''  [[File: WM_851_auto-assign_schedules_icon.png|link=]]  in the toolbar.
+Follow these steps to auto-assign schedules:
+#Select a '''site'''.
+#Select a ranking system by clicking one of these three radio buttons:
+#*'''Seniority''' favors agents by their hire dates.
+#*'''Rank''' favors agents by their rank, as defined by a supervisor in the WFM Configuration Utility's Agent Configuration window.
+#*'''Seniority + Rank''' favors agents by Seniority first, and if that results in a tie, then uses Rank as the criterion.
+#Select a target (which agents will be assigned schedules).<br><br>
+#:'''All Agents'''&mdash;Auto-assigns from the pool of all agents. Here are two uses for this option:
+#*You previously prepared profile schedules, not intended for bidding but for 400 new agents that you have now hired, and need to assign.
+#*Bidding is resolved but you still need to assign a few profile schedules to real agents.
+#:'''Bidding Agents Only''' (default)&mdash;Auto-assigns only those agents that were designated as eligible to bid, in the '''Bidding Candidates Selection''' dialog.
+#Click '''OK''' to begin the auto-assignment process or '''Cancel''' to abandon it.
+[[Category:V:PSAAS:Public]]