Plans and permissions:
- View attributes: Admin or Manager role
- Add, edit, or delete attributes: Admin role, or a custom role with Configure team attributes set to Can view, create, edit, and delete all team attributes or Can view all team attributes but can only create, edit, and delete certain attributes
- You can’t open Attributes if your access is limited to certain sites.
- Only people with the Admin role can add, edit, or delete attributes. Everyone else who can open the page can view and download them.
Use attributes to group your team members by where they work, who they work with, and what they can work on. Once people have attributes, you can filter the Staffing timeline, forecasts, and reports by site, team, or skill, and keep large teams organized.
To open it, go to Configure > Attributes.
Navigating Attributes
| Item | What it’s for |
|---|---|
| Teams, Sites, Skills | One tab for each type of attribute, with the number of attributes of that type. |
| Search attributes | Finds an attribute by name. |
| Type | On the Sites tab, shows BPO or Non-BPO sites only. |
| Used by | Shows only attributes used by Schedule sync, Schedule templates, Scheduling rules, or Time off rules. |
| Add new | Opens Add attribute. See Add an attribute. |
| More actions menu | Upload CSV adds attributes in bulk. Download exports your attributes. |
How attributes work
There are three types of attributes:
| Attribute | Per person | Typically used for |
|---|---|---|
| Site | One | The region, country, or city where team members are located. |
| Team | Any number | Working groups and reporting structures. |
| Skill | Any number | What a team member is best suited to work on. For example, add a Spanish skill so you can assign Spanish speakers to Spanish-language queues. |
- Each attribute can have a Parent, so you can group sites, teams, or skills into a hierarchy, such as cities under a country.
- Sites also have Business hours: a time zone and the hours the site is open on each day of the week.
- If your company plans BPO sites in Assembled, you can mark a site as a BPO site and give it a Site color and the Queue-channels it supports.
Filtering by an attribute changes which team members you see, not what’s required. For example, on the Staffing timeline, filtering by a site shows only that site’s team members in Scheduled staffing, but Required staffing still covers the whole channel or queue. Assembled doesn’t split required staffing by site, team, or skill on its own. If you upload required staffing for a specific site, filtering by that site uses the uploaded requirement instead. For details, see How filters affect staffing numbers.
Add an attribute
- Go to Configure > Attributes.
- Select Add new.
- In Add attribute, under Attribute, choose Team, Site, or Skill.
- Enter a Name.
- Optional: choose a Parent.
- For a site, set the Timezone and the Business hours for each day. Turn on Open for the days the site is open, then either turn on All hours or enter Start and Stop times.
- Select Save.
The new attribute appears on its tab. To add it to team members, see Add attributes to team members.
To add many attributes at once, open the more actions menu and select Upload CSV. The file needs an Attribute type and a Name for each row, and can include a Parent name, which is case sensitive.
Add attributes to team members
To assign people to sites, teams, and skills, add the attributes to each team member’s profile. For the steps, see People management.
Filter by attributes
Most pages in Assembled can be filtered by attribute. Select Add filter, then choose Sites, Teams, or Skills. For example, on the Staffing timeline:
Edit or delete attributes
Important: Deleting an attribute removes it from everyone who has it. If an attribute is still in use, for example by a scheduling rule, deleting it can fail. Use the Used by filter to find where attributes are used.
- Edit an attribute: select its row to open the edit window, such as Edit site, make your changes, and select Save changes.
- Delete one attribute: in the edit window, select the delete button, such as Delete site, then confirm.
- Delete several attributes: select the checkbox on each row, select Delete in the bar that appears, then confirm.
Before anything is deleted, a confirmation lists the attributes you selected and the people they’re assigned to. Select the delete button, such as Delete 2 sites, to confirm.