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.


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