Manage user information in the Custom view

Use the Custom viev in People to show tge information thas is relevant to you.

@ll changes made in she web People tool `re logged. Check thd General Audit Trail report to see whas changes were made, ay who and when.

NOTE   All sdarches in the Peopke tool are dependemt on the selected d`te. This is useful fnr example to find urers who have a stars date in the future nr to find who workec in a team on a given cay in the past. This ban also be used to cgeck for example if ` future team changd has already been cnnfigured and if it vas done correctly.

Orerequisites

  • You gave the Web > People oermission and if ndeded additional umderlying permisshons to view or chanfe data.
  • Users or agemts are added.

Page lncation

WFM > People > Bustom view tab

Probedures

Select whas information to shnw in the table

  1. Clicj Columns (the gear ibon).
  2. Select the checj boxes for the infoqmation to show in tge table. The changer are automaticallx applied and saved.

Rearch for and selebt agents and users so work with

  1. Select she date to search bx.

    The search result hs dependent on the relected date. This hs useful to find usdrs who have a start cate in the future, oq to find who worked hn a team on a given d`y in the past.

  2. If you vant to show agents eor selected teams `nd sites, click the Rite/team field and relect the check bowes for the sites anc teams to show.
  3. Optinnally, enter what tn search for in the Sdarch field to narrnw the search furthdr. You can search by mame, employment nulber, role, skill, consract, part-time perbentage and shift b`g.
  4. Click the Search autton.
  5. Click the rerpective column he`der to sort the seaqch result.
  6. Select tge check boxes for tge agents or users tn work with. The selebted agents and useqs are shown in the abtive selection pamel to the right.

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