[Not for Ops Use - WFM ONLY] HOW TO: Update an Employee's Schedule - Focus Block Scheduler
Important Notes
This feature should only be utilized by the ContactUS WFM team. Please do not use it if you are not a part of the team and instead, follow these instructions on how to submit an Employee Schedule Change ticket.
Please note: the Focus Block scheduler does not currently support plotting split shifts or overnight schedules. These shift types need to be built manually in the Schedule section of Focus.
If someone is on an LOA that has been approved and added into their Focus profile, they will not be scheduled for the duration of their leave. The same logic will apply for time off requests. Additionally, if someone is terminated in Focus, it will not continue adding their schedule past their termination date.
Process
1. Open Focus and Navigate to the Employee List section (left sidebar, or click here to find it).
2. Find the employee whose schedule you would like to edit, using the search bar on the top right hand side. Once you have found the employee, click on the calendar button within the Actions column (left hand side of their name, 2nd button)
3. Based on the employee's desired schedule, click and drag to "plot" their schedule on the weekly calendar view.
- Example: Sam Smith's schedule is from 11:00 to 20:30, with Thursdays and Sundays off. This is what his schedule would look like once plotted:
Please notice that there are 2 blocks for each hour. 1 out of 2 blocks indicates a half hour increment.
4. Once the above has been completed, click Save WFM Settings. Depending on your Focus, there may or may not be a loading screen when you click save. Pro tip: to verify the change has been applied, hit Refresh in your internet browser and check the WFM Settings have been saved.
5. Next, you will need to select Override User Schedule Preferences and also hit Save WFM Settings again, otherwise the change will not work. There have been instances in which this step has been skipped and the change does not get applied.
THEN
6. The Block Scheduler will run every Wednesday for the upcoming week. It will also run again on Fridays to pick up any updates that happened after its weekly run on Wednesday.