AI-generated summary
or permissions are required, with each management unit capable of accommodating more than 1500 agents with similar requirements.
The Agents page, accessed through Menu > Workforce Management > Workforce Management Configuration > Agents, provides comprehensive functionality for managing agent assignments. Key features include adding agents to management units, removing selected agents, updating agent schedulability status, moving agents between work plans or staffing groups, syncing changes to associated queues and skills, exporting agent lists to CSV format, and refreshing the agent list. Required permissions include Workforce Management > Management Unit (Add, Delete, Edit, Search) and Workforce Management > Agent (Edit, View).
The agent management interface displays detailed organizational and operational assignments, including agent memberships across planning groups, staffing groups, queues, and work teams, along with assigned language skills and ACD skills. Agents are assigned work plans and work plan rotations for scheduling purposes. When agents transfer between management units within the same business unit, they remain visible in the original business unit schedule with new adherence information and schedules appearing under the new management unit while historical adherence data remains accessible. When agents move to different business units, schedule and adherence information remains with the original unit, though historical adherence becomes inaccessible; new information appears under the new management unit. Time-off requests follow agents to new management units, and the most recently updated schedulable value applies after transfers.
The HRIS integration column indicates each agent's human resources information system mapping, which updates automatically every 24 hours. Manual override of HRIS integration is available through the Override agent ID option when automated mapping fails or requires correction. The interface supports extensive customization options including sorting by any column, filtering by specific criteria with date-based filtering capabilities, and column management through repositioning, hiding, or unhiding. Users can reset the view to default settings, and agents can be removed from management units through the More menu. Documentation includes feedback mechanisms and related resources to support users in workforce management configuration, agent management, activity code setup, scheduling workflows, permission administration, and work team organization.