About WFM data retention

WFM automatically purges data when it gets old to comply with regulations and ensure performance of the application. The default time data is kept is listed below. Customers with specific requirements can agree with Calabrio to change the default data retention policy.

Reporting data

Type Description Deleted after
Agent Statistics Historical interval-level agent data from ACD such as ready time and login duration. 2 Years
Agent Queue Statistics Historical interval-level agent data per queue from ACD such as number of contacts managed and handling time. 1 Years
Forecast Historical forecasting data. contact volumes, handling times, etc. 3 Years
Queue Statistics Historical interval-level queue data from ACD, used as a basis for forecasting. 10 Years
Request Number of requests made by each agent. 2 Years
Schedule Schedule time for activities and absences. 3 Years
Schedule Number of scheduled shift categories and absences. 3 Years
Schedule Historical adherence information. 2 Years
Schedule Forecasted staffing levels and scheduled staff. 3 Years
Preferences Preference fulfillment. 2 Years
Agents Pseudonymization of agent names. How long to keep the actual agent name for former employees. 3 months

Application data

Type Description Deleted after
Forecast All forecasting data in the application. 3 Years
Message History of messages sent from the People-module to Agents. 1 Years
Payroll History of exported payroll data. 3 Months
Schedule The complete schedule. 3 Years
Security Audit Audit trail of login attempts. 30 Days
Requests History of requests, including details and approvals/denials. 12 Months
Agents How long to keep any information about former employees. When deleted, it is no longer possible to follow up staffing levels. 3 Years
Agents Pseudonymization of agent names. How long to keep the actual agent names of former employees. 3 months