Manage notification settings

In Notification settings, you can enable or disable rules for notifications your Business unit. There are several types of notifications:

Notification type	Notification description
Shift bidding window closing	Notifies agents who are part of a shift bidding process but have not placed their bid.
Out of adherence	Notifies agents that they did not adhere to their schedule or notifies supervisors, team leaders, and so on, if an agent does not adhere to their schedule.
Absence request submitted	Notifies supervisors, team leaders, and so on, if an agent submits an absence request and its status is pending.
Absence request auto-approved	Notifies supervisors, team leaders, and so on, if an agent's absence request was automatically approved.
Absence request manually approved	Notifies supervisors, team leaders, and so on, if an agent's absence request was manually approved.
Absence request auto-denied	Notifies supervisors, team leaders, agents, and so on, if an absence request was automatically denied.
Absence request manually denied	Notifies supervisors, team leaders, agents, and so on, if an absence request was manually denied.
Overtime request submitted	Notifies supervisors, team leaders, and so on, if an agent submits an overtime request and its status is pending.
Overtime request auto-approved	Notifies supervisors, team leaders, and so on, if an agent's overtime request was automatically approved.
Overtime request manually approved	Notifies supervisors, team leaders, and so on, if an agent's overtime request was manually approved.
Overtime request auto-denied	Notifies supervisors, team leaders, agents, and so on, if an overtime request was automatically denied.
Overtime request manually denied	Notifies supervisors, team leaders, agents and so on, if an overtime request was manually denied.
Shift trade request submitted	Notifies supervisors, team leaders, and so on, if an agent submits an shift trade request and its status is pending.
Shift trade request agent approved	Notifies supervisors, team leaders, agents, and so on, if a shift trade request was approved by an agent.
Shift trade request agent denied	Notifies supervisors, team leaders, agents, and so on, if a shift trade request was denied by an agent.
Shift trade request supervisor approved	Notifies supervisors, team leaders, agents, and so on, if a shift trade request was approved by a supervisor.
Shift trade request supervisor denied	Notifies supervisors, team leaders, agents, and so on, if a shift trade request was denied by a supervisor.
Vacation change request awarded	Notifies supervisors, team leaders, agents, and so on, if a vacation change request is approved.

For information about how to configure notification settings as a user in a business unit, see Change password and view settings for WFM. For information about the agent view, see Manage your notification settings.

Prerequisites

This feature is available for Cloud customers only.
You have the Web > WFM settings > Notification settings permission
In order to receive absence request notifications, you must have at least one role that is not the Super Administrator role and has Web > Requests permission to access the Requests tool. Calabrio has purposefully disabled notifications for the Super administrator role to avoid spam.
You have configured the organization hierarchy for team leaders or reporting managers. For more information about how to add a team leader to a team, go to Configure the organization hierarchy for WFM. For more information about how to add a reporting manager to a team, go to Manage WFM user information.

Page location

WFM > WFM settings > Notification settings

Procedures

Enable or disable notifications for closing shift bidding windows

Configure notification settings for closing shift bidding windows. If you enable these notifications, they become available for users in each business unit to customize.

NOTE For information about how to configure notification settings as a user in a business unit, see Change password and view settings for WFM.

At the top level, toggle the Shift bidding window closing rule slider on or off. If you toggle it on, proceed to step 2. If you toggle it off, no further steps are required.
Click the Shift bidding window closing drop-down list and toggle the following rule sliders on or off:
- Desktop browser
  
  NOTE You must ensure that you have enabled notifications in your browser settings and your computer settings.
- Mobile (push)
- In app pop up
- In app bell
Click Save.

Enable or disable notifications for adherence

If you enable these notifications, they become available for users in each business unit to customize.

NOTE For information about how to configure notification settings as a user in a business unit, see Change password and view settings for WFM.

At the top level, toggle the Out of adherence rule slider on or off. If you toggle it on, proceed to step 2. If you toggle it off, no further steps are required.
Click the Out of adherence drop-down list and enter the number of minutes for the Out of adherence time threshold. If an agent does not do what they are scheduled to do for more than the specified number of minutes, they are deemed out of adherence.
Toggle the following rule sliders on or off:
- Desktop browser
  
  NOTE You must ensure that you have enabled notifications in your browser settings and your computer settings.
- Mobile (push)
- In app bell
Toggle the following rule sliders on or off to choose which recipients should receive the notification:
- Agent
- Reporting manager
- Team leader
Select an Activity or State group.
Click Save.

Enable or disable notifications for submitted absence requests

Configure notification settings for absence requests, so that supervisors are notified if an agent submits an absence request. If you enable these notifications, they become available for reporting managers and team leaders in each business unit to customize.

NOTE For information about how to configure absence request notification settings as a reporting manager or team leader in a business unit, see Change password and view settings for WFM.

At the top level, toggle the Absence request submitted rule slider on or off. If you toggle it on, proceed to step 2. If you toggle it off, no further steps are required.
Click the Absence request submitted drop-down list and toggle the following rule sliders on or off:
- Desktop browser
  
  NOTE You must ensure that you have enabled notifications in your browser settings and your computer settings.
- In app pop up
- In app bell
Toggle the following rule sliders on or off to choose which recipients should receive the notification:
- Reporting manager
- Team leader
- Click the By role field and select one or more roles
NOTE The recipients are based on the roles that you configured for your organization hierarchy. For more information about how to add a team leader to team, go to Configure the organization hierarchy for WFM. For more information about how to add a reporting manager to a team, go to Manage WFM user information.
Click Save.

Enable or disable notifications for auto-approved absence requests

Configure notification settings for absence requests, so that supervisors are notified if an absence request is auto-approved. If you enable these notifications, they become available for reporting managers and team leaders in each business unit to customize.

NOTE For information about how to configure absence request notification settings as a reporting manager or team leader in a business unit, see Change password and view settings for WFM.

At the top level, toggle the Absence request auto-approved rule slider on or off. If you toggle it on, proceed to step 2. If you toggle it off, no further steps are required.
Click the Absence request auto-approved drop-down list and toggle the following rule sliders on or off:
- Desktop browser
  
  NOTE You must ensure that you have enabled notifications in your browser settings and your computer settings.
- Mobile (push)
- In app pop up
- In app bell
Toggle the following rule sliders on or off to choose which recipients should receive the notification:
- Agent - It is permanently enabled because agents must always received these notifications.
- Reporting manager
- Team leader
- Click the By role field and select one or more roles
NOTE The recipients are based on the roles that you configured for your organization hierarchy. For more information about how to add a team leader to team, go to Configure the organization hierarchy for WFM. For more information about how to add a reporting manager to a team, go to Manage WFM user information.
Click Save.

Enable or disable notifications for manually approved absence requests

Configure notification settings for absence requests, so that supervisors are notified if an absence request is manually approved. If you enable these notifications, they become available for reporting managers and team leaders in each business unit to customize.

NOTE For information about how to configure absence request notification settings as a reporting manager or team leader in a business unit, see Change password and view settings for WFM.

At the top level, toggle the Absence request manually approved rule slider on or off. If you toggle it on, proceed to step 2. If you toggle it off, no further steps are required.
Click the Absence request manually approved drop-down list and toggle the following rule sliders on or off:
- Desktop browser
  
  NOTE You must ensure that you have enabled notifications in your browser settings and your computer settings.
- Mobile (push)
- In app pop up
- In app bell
Toggle the following rule sliders on or off to choose which recipients should receive the notification:
- Agent - It is permanently enabled because agents must always received these notifications.
- Reporting manager
- Team leader
- Click the By role field and select one or more roles
NOTE The recipients are based on the roles that you configured for your organization hierarchy. For more information about how to add a team leader to team, go to Configure the organization hierarchy for WFM. For more information about how to add a reporting manager to a team, go to Manage WFM user information.
Click Save.

Enable or disable notifications for auto-denied absence requests

Configure notification settings for absence requests, so that supervisors are notified if an absence request is auto-denied. If you enable these notifications, they become available for reporting managers and team leaders in each business unit to customize.

NOTE For information about how to configure absence request notification settings as a reporting manager or team leader in a business unit, see Change password and view settings for WFM.

At the top level, toggle the Absence request auto-denied rule slider on or off. If you toggle it on, proceed to step 2. If you toggle it off, no further steps are required.
Click the Absence request auto-denied drop-down list and toggle the following rule sliders on or off:
- Desktop browser
  
  NOTE You must ensure that you have enabled notifications in your browser settings and your computer settings.
- Mobile (push)
- In app pop up
- In app bell
Toggle the following rule sliders on or off to choose which recipients should receive the notification:
- Agent - It is permanently enabled because agents must always received these notifications.
- Reporting manager
- Team leader
- Click the By role field and select one or more roles
NOTE The recipients are based on the roles that you configured for your organization hierarchy. For more information about how to add a team leader to team, go to Configure the organization hierarchy for WFM. For more information about how to add a reporting manager to a team, go to Manage WFM user information.
Click Save.

Enable or disable notifications for manually denied absence requests

Configure notification settings for absence requests, so that supervisors are notified if an absence request is manually denied. If you enable these notifications, they become available for reporting managers and team leaders in each business unit to customize.

NOTE For information about how to configure absence request notification settings as a reporting manager or team leader in a business unit, see Change password and view settings for WFM.

At the top level, toggle the Absence request manually denied rule slider on or off. If you toggle it on, proceed to step 2. If you toggle it off, no further steps are required.
Click the Absence request manually denied drop-down list and toggle the following rule sliders on or off:
- Desktop browser
  
  NOTE You must ensure that you have enabled notifications in your browser settings and your computer settings.
- Mobile (push)
- In app pop up
- In app bell
Toggle the following rule sliders on or off to choose which recipients should receive the notification:
- Agent - It is permanently enabled because agents must always received these notifications.
- Reporting manager
- Team leader
- Click the By role field and select one or more roles
NOTE The recipients are based on the roles that you configured for your organization hierarchy. For more information about how to add a team leader to team, go to Configure the organization hierarchy for WFM. For more information about how to add a reporting manager to a team, go to Manage WFM user information.
Click Save.

Enable or disable notifications for submitted overtime requests

Configure notification settings for overtime requests, so that supervisors are notified if an agent submits an overtime request. If you enable these notifications, they become available for reporting managers and team leaders in each business unit to customize.

NOTE For information about how to configure overtime request notification settings as a reporting manager or team leader in a business unit, see Change password and view settings for WFM.

At the top level, toggle the Overtime request submitted rule slider on or off. If you toggle it on, proceed to step 2. If you toggle it off, no further steps are required.
Click the Overtime request submitted drop-down list and toggle the following rule sliders on or off:
- Desktop browser
  
  NOTE You must ensure that you have enabled notifications in your browser settings and your computer settings.
- In app pop up
- In app bell
Toggle the following rule sliders on or off to choose which recipients should receive the notification:
- Reporting manager
- Team leader
- Click the By role field and select one or more roles
NOTE The recipients are based on the roles that you configured for your organization hierarchy. For more information about how to add a team leader to team, go to Configure the organization hierarchy for WFM. For more information about how to add a reporting manager to a team, go to Manage WFM user information.
Click Save.

Enable or disable notifications for auto-approved overtime requests

Configure notification settings for overtime requests, so that supervisors are notified if an overtime request is auto-approved. If you enable these notifications, they become available for reporting managers and team leaders in each business unit to customize.

NOTE For information about how to configure overtime request notification settings as a reporting manager or team leader in a business unit, see Change password and view settings for WFM.

At the top level, toggle the Overtime request auto-approved rule slider on or off. If you toggle it on, proceed to step 2. If you toggle it off, no further steps are required.
Click the Overtime request auto-approved drop-down list and toggle the following rule sliders on or off:
- Desktop browser
  
  NOTE You must ensure that you have enabled notifications in your browser settings and your computer settings.
- Mobile (push)
- In app pop up
- In app bell
Toggle the following rule sliders on or off to choose which recipients should receive the notification:
- Agent - It is permanently enabled because agents must always received these notifications.
- Reporting manager
- Team leader
- Click the By role field and select one or more roles
NOTE The recipients are based on the roles that you configured for your organization hierarchy. For more information about how to add a team leader to team, go to Configure the organization hierarchy for WFM. For more information about how to add a reporting manager to a team, go to Manage WFM user information.
Click Save.

Enable or disable notifications for manually approved overtime requests

Configure notification settings for overtime requests, so that supervisors are notified if an overtime request is manually approved. If you enable these notifications, they become available for reporting managers and team leaders in each business unit to customize.

NOTE For information about how to configure overtime request notification settings as a reporting manager or team leader in a business unit, see Change password and view settings for WFM.

At the top level, toggle the Overtime request manually approved rule slider on or off. If you toggle it on, proceed to step 2. If you toggle it off, no further steps are required.
Click the Overtime request manually approved drop-down list and toggle the following rule sliders on or off:
- Desktop browser
  
  NOTE You must ensure that you have enabled notifications in your browser settings and your computer settings.
- Mobile (push)
- In app pop up
- In app bell
Toggle the following rule sliders on or off to choose which recipients should receive the notification:
- Agent - It is permanently enabled because agents must always received these notifications.
- Reporting manager
- Team leader
- Click the By role field and select one or more roles
NOTE The recipients are based on the roles that you configured for your organization hierarchy. For more information about how to add a team leader to team, go to Configure the organization hierarchy for WFM. For more information about how to add a reporting manager to a team, go to Manage WFM user information.
Click Save.

Enable or disable notifications for auto-denied overtime requests

Configure notification settings for overtime requests, so that supervisors are notified if an overtime request is auto-denied. If you enable these notifications, they become available for reporting managers and team leaders in each business unit to customize.

NOTE For information about how to configure overtime request notification settings as a reporting manager or team leader in a business unit, see Change password and view settings for WFM.

At the top level, toggle the Overtime request auto-denied rule slider on or off. If you toggle it on, proceed to step 2. If you toggle it off, no further steps are required.
Click the Overtime request auto-denied drop-down list and toggle the following rule sliders on or off:
- Desktop browser
  
  NOTE You must ensure that you have enabled notifications in your browser settings and your computer settings.
- Mobile (push)
- In app pop up
- In app bell
Toggle the following rule sliders on or off to choose which recipients should receive the notification:
- Agent - It is permanently enabled because agents must always received these notifications.
- Reporting manager
- Team leader
- Click the By role field and select one or more roles
NOTE The recipients are based on the roles that you configured for your organization hierarchy. For more information about how to add a team leader to team, go to Configure the organization hierarchy for WFM. For more information about how to add a reporting manager to a team, go to Manage WFM user information.
Click Save.

Enable or disable notifications for manually denied overtime requests

Configure notification settings for overtime requests, so that supervisors are notified if an overtime request is manually denied. If you enable these notifications, they become available for reporting managers and team leaders in each business unit to customize.

NOTE For information about how to configure overtime request notification settings as a reporting manager or team leader in a business unit, see Change password and view settings for WFM.

At the top level, toggle the Overtime request manually denied rule slider on or off. If you toggle it on, proceed to step 2. If you toggle it off, no further steps are required.
Click the Overtime request manually denied drop-down list and toggle the following rule sliders on or off:
- Desktop browser
  
  NOTE You must ensure that you have enabled notifications in your browser settings and your computer settings.
- Mobile (push)
- In app pop up
- In app bell
Toggle the following rule sliders on or off to choose which recipients should receive the notification:
- Agent - It is permanently enabled because agents must always received these notifications.
- Reporting manager
- Team leader
- Click the By role field and select one or more roles
NOTE The recipients are based on the roles that you configured for your organization hierarchy. For more information about how to add a team leader to team, go to Configure the organization hierarchy for WFM. For more information about how to add a reporting manager to a team, go to Manage WFM user information.
Click Save.

Enable or disable notifications for submitted shift trade requests

Configure notification settings for shift trade requests, so that supervisors are notified if an agent submits an shift trade request. If you enable these notifications, they become available for reporting managers and team leaders in each business unit to customize.