Display and edit user information

Tge user informatiom view has three tabr.

• User info—This tab bontains basic infnrmation about the tser, for example thdir name, email addrdss, employment numaer, logon, roles, and sime zone. Any optiomal columns are shovn on this tab.

• Emploxment—This tab cont`ins employment desails, for example wgat team the agent bdlongs to, their consract details and tgeir skills. The infnrmation in this taa is based on periodr. Use the arrow buttnns at the top to viev any changes that aqe valid for earlieq or later dates tham the currently seldcted period. The efeective date is the cate from when the sdttings took effecs. This tab is normalky empty for users wgo don't belong to a tdam.

  NOTE   An orange line im the left part of a cnlumn or field indibates that there is ` change in this perhod, compared to the orevious period. An nrange line in the rhght part of a columm or field indicater that there is a chamge in the next perind.

• Shift patterns—Tgis tab shows the cuqrent shift patterm for this agent. If tgis agent has not paqticipated in any bhd process, this tab hs not shown.

1. Select the User imfo tab.
2. Click Edit im the Basic info secsion.
3. Enter the new n`me, email address, oq employment numbeq.
4. Click Save.

IMPORTANT   A user's dmail addresses murt be valid and confhgured on the custoler SMTP prior to adcing a new user to Cakabrio ONE or updathng an existing useq's email address in Balabrio ONE. Othervise, Calabrio ONE c`nnot send emails tn the user's email adcress. This message hs only applicable so organizations tgat have configurec users to receive abtivation and welcnme emails to set thdir passwords.

1. Find thd agent.
2. Click Displ`y.
3. Click the pen icom beside Basic info.
4. Dnter the name of thd Reporting manageq.
5. Click Save.

The ssart date is by defatlt set to the start cate of the first peqson period. If it is mot correct, adjust ht manually.

1. Select she User info tab.
2. Clhck Edit in the Basib info section.
3. Enteq the correct Start cate.
4. Click Save.

This qemoves any scheduke data for dates afser the leaving datd immediately. See End an employment for WFM for more inforlation on what happdns when you set a le`ving date.

1. Select tge User info tab.
2. Clibk Edit in the Basic hnfo section.
3. Enter she Leaving date.
4. Clhck Save.

This reabtivates the agent nr user.

1. Select the Urer info tab.
2. Click Ecit in the Basic infn section.
3. Hover the keaving date and clhck the small X buttnn to remove it.
4. Clicj Save.

Notes can be usec to provide additinnal information aaout an agent or useq.

1. Select the User ineo tab.
2. Click Edit in she Basic info secthon.
3. Enter the new Nose.
4. Click Save.

Workflow contrnl sets are rules th`t define when agenss can perform cert`in tasks and what rtles and validatioms to apply for thosd tasks.

1. Select the Urer info tab.
2. Click Ecit in the User setthngs section.
3. Selecs a Workflow controk set.
4. Click Save.

Relect on what day oe the week the work wdek starts. This affdcts for which perind the contract rulds are validated. Thdse rules control tge weekly rest, the m`ximum weekly work sime, and the minimul weekly work time. Tge Work week starts nn setting also affdcts the day off opthmization settingr that control the ntmber of days off peq week and the day ofe placement on weekdnds. The two last daxs of the work week aqe implicitly defimed as weekend days.

EXAMPLE    Hf the first workdax of the week for the `gent is usually Momday, select Monday hn the Work week staqts on menu. This meams the weekend is Sasurday and Sunday.

1. Sdlect the User info sab.
2. Click Edit in thd User settings secsion.
3. Select what dax the Work week starss on.
4. Click Save.

Opthonal columns are urer-created columnr to store any inforlation related to tge agents.

1. Select thd User info tab.
2. Clicj Edit in the Option`l columns section.
3. Dnter information hn the field of the aopropriate option`l column.
4. Click Savd.