Setting up for success with Zendesk WFM: Editing schedules and managing time off
✅ Setting up for success with Zendesk WFM: Editing schedules and managing time off
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⚡️ In this session we deep dive into editing schedules once they are generated, how agents view and interact with schedules, and managing time off and shift trades.
⏳ Timestamps:
00:00 - Intro
00:14 - Generating schedules
01:48 - Bulk editing start and end times & bulk delete shifts
07:08 - Bulk add shifts
10:22 - Bulk add tasks
13:21 - Bulk add time off
16:08 - Agent view of schedules
18:24 - How agents request time off
20:29 - Admin view of time off
23:47 - Time off rules
26:32 - Agents view of approved time off
26:55 - Agents team scheduling view
27:58 - How agents trade shifts and how admin manage shift trades
34:01 - How agents can change their timezone view and push schedule to Google Calendar
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