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Import predicted staff

In the Import Predicted Staff dialog box, you can upload an Excel file that includes a weekly total for predicted staff for the duration of the plan.

Note: This topic assumes you have created a new time off plan or have chosen to edit an existing time off and have opened the time off plan's allotment editor.

From the allotment editor, open the Interaction Optimizer menu and choose Import Predicted Staff. The Import Predicted Staff dialog box opens.
Click the Import predicted staff button and select the previously saved Excel spreadsheet.
To determine when allotment will be changed, do one of the following:

To leave allotment unchanged when you import predicted staff, select the Don't update allotment radio button
To base the allotment values on predicted staff, select the Set allotment from predicted staff radio button and enter the percent from which to set the allotment.

Click OK to return to the time off plan's allotment editor.