People tool (web)

Manage WFM-related information about your employees in the web People tool. This tool is used to manage both agents who are scheduled in WFM and other users, like team leaders, resource planners, and intraday analysts.

The People tool has different views to show the basic information and the information related to access. You can create your own custom view to present the information that is most important to you.

Perform actions to change the information for one or multiple users. In the web People tool, you can also import new employees to quickly set up many new users.

BEST PRACTICE Use the web People tool to set up logins and assign roles as all actions are tracked in the General Audit Trail report.

Functionality

Manage WFM user information
Manage user information in the Custom view
Display and edit user information
Manage WFM user and agent access
Import new employees for WFM
Set default values for the WFM employee import
Set default values for the WFM employee import