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Steps on how to add activity for time off/call-outs in Workforce Management (WFM).

  • Open the WFM application.

  • Click the Schedule Manager button in WFM (1). Select the date of the activity (2). Search for agent name (3). Click the agent’s working area (4).

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  • Select Add Activity.

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  • Select your activity code (1). Update the start time of the shift (2). Update the end time of the shift (3). Add any comments if needed (4). Click Create (5). This notifies you that the exciting schedule/activity will be replaced with the new one you are creating (6).

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  • Please note at the bottom of the screen, it will notify you that you are overlapping shifts and/or activities.

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  • Once the activity is created it will update to the scheduled activity code.

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