Assign agents to a shift rotation

After you add a shift rotation, you can assign agents to it. The Agent Assignment area of the Shift Rotations tab displays the agents assigned to the associated shift rotation. The agent name, start shift rotation, next week's shift, position in the rotation, and start date information are displayed.

Note: Start shift must be selected to continue with the agent assignment. Also, the agent start date can not be prior to the shift rotation start date.

Assign agents to the shift rotation

Note: This task assumes you have already added at least one shift rotation.

1. From the Shift Rotations tab, in the Agent Assignment area, click the Add button. The Agent Assignment dialog box opens.

2. In the Shift Rotation drop-down list box, select the rotating shift to which you want to assign agents.

3. In the Select agents for assignment area, select the agents to add. Hold the Shift key to select multiple consecutive agents, or hold the Ctrl key to select non-consecutive agents.

4. In the Assignment Settings area, select the agents' start and end dates:

   1. In the Start Date field select the date to start the rotating shift.

   2. If you want to end the date on a particular day, select the End date check box and click the Calendar button to select the end date.

5. In the Select starting shift area, select the first shift in the rotation to assign to the agent(s) and click OK.