Manage a shift rotation

You can edit or delete shift rotations, shift rotation settings, assigned agents, and agent assignment settings.

Edit a shift rotation and agent assignments

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

1. From the Shift Rotations tab, in the Shift Rotations area, select the shift you want to edit and click the Edit button. The Shift Rotation dialog box opens.

2. Make any of the following changes:

   1. In the Name box, update the descriptive and unique name for the rotating shift.

   2. In the Start Date field, update the start date for the rotating shift. This defines the starting date from which the agent rotation will be effective while scheduling.

   3. If you want to modify the end date, select the End date check box and click the Calendar button to update the end date.

   4. In the Shifts area, add or remove weekly shift definitions to this shift rotation, then click OK.

Edit an agent assignment

1. In the Agent Assignment area, select the agent who has the assignment you want to edit and click the Edit button.

2. Make any of the following changes:

   1. In the Shift Rotation drop-down list box, select a different rotating shift to assign to the agent.

   2. In the Assignment Settings area, update the agents start and end dates.

   3. In the Select starting shift area, select the first shift in the rotation to assign to the agent and click OK.

Delete a shift rotation

To delete a shift rotation, in the Shift Rotations area, select the shift you want to delete and click the Delete button.

Remove an agent from a shift rotation

1. In the Shift Rotations area, select the shift that contains the agent you want to remove.

2. In the Agent Assignment area, select the agent to remove and click the Delete button.