✅ Setting up for success with Zendesk WFM: Setting up and generating schedules
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💡 Learn how to get set up for success with Zendesk WFM.

⚡️ In this session we dive deep into Locations, setting up shifts, generating schedules, and rotating shifts.

⏳ Timestamps:

00:00 - Intro

00:14 - What’s needed before you start scheduling

02:31 - Locations

04:13 - Shift logic: Automatic and Fixed shifts

05:08 - Automatic settings

08:20 - Fixed shift settings

10:02 - Automatic shift layouts

18:13 - Adding agents to shift templates

19:07 - Fixed shift settings

22:30 - Generating schedules - click Generate in the top right corner

26:44 - Generating shifts for specific agents or teams

29:24 - Workstream information panel

32:14 - Schedule editing options

33:21 - Rotating shifts

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