Quick Hits
Brief step-by-step guides for common tasks.
- Essentials—Weekly/Daily Processes
- Forecast process quick reference — Essentials
- Forecast process quick reference—Enterprise
- Agent Synchronization
- Creating schedules for next week for new hires
- Trading Schedules - for Agents
- Creating optimized schedules
- How to sort in the memo module
- Using the breadcrumb hyperlinks
- What are the options for off-phone intervals when optimizing a schedule?
- Quickly view who reports to whom
- Closing a PTO calendar is final
- Closing your center for a holiday
- What is the Enterprise Model?
- Changing an agent role to supervisor
- Updating a site assignment
- Adjusting the duration of a break set event
- Where to find deleted events (and who deleted them)
- Reschedule after cancelling PTO: Will the schedule come back if I cancel an approved PTO event?
- Today's quick tip: How to reset a password
- Finding the headcount for your center
- What is a droppable schedule?
- Why isn't the auto-approve service working?
- What is the Unassigned Participant Report?
- Today's quick tip: What is the NL button?
- What are PTO validation rules?
- Missing Device ID / Missing Adherence
- Optimizing a Forecast
- Moving a group to a different supervisor
- How do I remove an activity we no longer use?