Display and edit user information

Click Display for a user in People to show information about the user's employment, team and skills. In this view you can update the user's name, email address and employment number. This is also where you adjust the employment start date and where you enter the leaving date if the user is leaving the company.

If the agent has participated in a bid process, their current shift pattern is shown.

All changes made in the web People tool are logged. Check the General Audit Trail report to see what changes were made, by who and when.

Prerequisites

  • You have the Web > People permission and if needed additional underlying permissions.

    • View employment number to see a user’s or agent’s employment number.
    • View users to see users who are not connected to a team.
    • Edit basic person information to change the name, email address, employment number or employment start date.
    • Manage leaving date to enter or remove a leaving date.
  • Users or agents are added.

Page location

WFM > People > Display

Procedures

View the agent or user information

  • The user information view has three tabs.
    • User info—This tab contains basic information about the user, for example their name, email address, employment number and time zone. Any added optional columns are shown on this tab.
    • Employment—This tab contains employment details, for example what team the agent belongs to, their contract details and their skills. The information in this tab is based on periods. Use the arrow buttons at the top to view any changes that are valid for earlier or later dates than the currently selected period. The effective date is the date from when the settings took effect. This tab is normally empty for users who don't belong to a team.

      NOTE   An orange line in the left part of a column or field indicates that there is a change in this period, compared to the previous period. An orange line in the right part of a column or field indicates that there is a change in the next period.

    • Shift patterns—This tab shows the current shift pattern for this agent. If this agent has not participated in any bid process, this tab is not shown.

Update name, email address, or employment number for an agent or user

  1. Select the User info tab.
  2. Click Edit.
  3. Enter the new name, email address, or employment number.
  4. Click Save.

Adjust the start date for an agent or user

The start date is by default set to the start date of the first person period. If it is not correct, adjust it manually.

  1. Select the User info tab.
  2. Click Edit in the Basic info section.
  3. Enter the correct Start date.
  4. Click Save.

Set a leaving date for an agent or user

This removes any schedule data for dates after the leaving date immediately. See End an employment for WFM for more information on what happens when you set a leaving date.

  1. Select the User info tab.
  2. Click Edit in the Basic info section.
  3. Enter the Leaving date.
  4. Click Save.

Remove a leaving date for an agent or user

This reactivates the agent or user.

  1. Select the User info tab.
  2. Click Edit in the Basic info section.
  3. Hover the leaving date and click the small X button to remove it.
  4. Click Save.

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