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Schedule

Build, publish and manage agent schedules, time off and schedule requests.

Staffing timeline

  • How do I roll back schedule changes using scheduling history?
  • Daylight Savings Time
  • Understanding the Staffing Timeline
  • Viewing and formatting schedules
  • Creating and modifying schedules
  • Publishing Test Schedules
See all 11 articles

Templates and schedule generation

  • Scheduling generation and rules
  • How do I fix a schedule generation that's stuck on "Generating schedule..."?
  • How do I automatically generate a schedule?
  • How does the schedule assistant work?
  • Agent shift patterns
  • How do I use optimization rules to place breaks and lunches?
See all 7 articles

Time off and schedule requests

  • Early access: How do I set up time off waitlists?
  • Schedule change requests general overview
  • Schedule revision and future change requests
  • Shift swap requests
  • Managing extra work and voluntary time off slots
  • How do I manage time off requests?
See all 7 articles
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