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  1. Support Portal
  2. I'm a workforce analyst or scheduler

I'm a workforce analyst or scheduler

How to guides

  • Schedule partitions
  • RingCentral: RingCX User Sync Guide
  • AI Forecasting and Anomaly Detection
  • Excel Forecast Profiles
  • Data Targets
  • Importing agents from a data source
See all 50 articles

Browse common questions

  • What's the difference between schedule availability and schedule preferences?
  • Is it better to deactivate or delete an employee when they leave?
  • Quick edits to a published forecast
  • Documenting reasons for schedule edits
  • When to clear your browser cache
  • Custom User Groups
See all 33 articles

Quick Hits

  • Today's quick tip: Does an agent have to forfeit scheduled PTO to accept a waitlist item?
  • Understanding Adherence Transactions
  • Why won't CommunityWFM | AI WFM use the start time from the schedule template?
  • Why does my schedule edit affect multiple agents?
  • Today's Quick Tip: What are event priorities?
  • Today's quick tip: What is weekly weighted average forecasting and when should I use it?
See all 37 articles

All Things Time Off (ATTO)

  • What is a brownout rule?
  • Copying PTO Calendars (5:08)
  • Creating PTO Calendar Partitions for Open Selection (12:29)
  • All Things Time Off - Full Guide and Assets
  • Time Off Management Overview
  • Comparing Legacy vs. Advanced Vacation
See all 16 articles

Essentials Version

  • Preparing for Essentials Training
  • Essentials Set-up Guide
  • Forecasting & Scheduling in Essentials 5.x
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