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

Jan 8, 2025

✅ Setting up for success with Zendesk WFM: Editing schedules and managing time off
🔗 Getting started with Zendesk WFM: https://zdsk.co/4dMiDQR
🔗 Learn more about Zendesk WFM: https://zdsk.co/3BOq0tV

💡 Learn how to get set up for success with Zendesk WFM.

⚡️ 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

Zendesk makes customer service better. We build software to meet customer needs, set your team up for success, and keep your business in sync.

🙌 Trial Zendesk for free: https://zdsk.co/Zendesk2024
🎥 Subscribe to our YouTube channel: https://zdsk.co/ZendeskYouTube

Join us on other social media channels:
👉 LinkedIn: https://zdsk.co/ZendeskLinkedIn2024
👉 Twitter: https://zdsk.co/ZendeskTwitter
👉 Facebook: https://zdsk.co/ZendeskFacebook
👉 TikTok: https://zdsk.co/ZendeskTikTok
👉 Instagram: https://zdsk.co/ZendeskInstagram

#Zendesk #CustomerService #CustomerExperience