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  1. Support Portal
  2. I'm a workforce analyst or scheduler
  3. How to guides

How to guides

Guides, and tutorials for accomplishing tasks in CommunityWFM.

  • Schedule partitions
  • RingCentral: RingCX User Sync Guide
  • AI Forecasting and Anomaly Detection
  • Excel Forecast Profiles
  • Data Targets
  • Importing agents from a data source
  • Importing historical data with Excel
  • Report Guide: Reports available in CommunityWFM
  • Restricted Action Plan (RAP)
  • Agent Synchronization Wizard
  • Setting Up Rotating Schedule Templates
  • All About Auto-approve
  • Adherence Comparison Report
  • Agent Self-Service Kiosk (ASSK)
  • Translations - Language support
  • Data Subject Rights - New in 5.1 (5:21)
  • CommunityWFM 5.x Upgrade - Quick Start Guide
  • Forecasting & Scheduling in Enterprise 5.x
  • Creating a forecast profile (3:59)
  • Creating a working forecast (8:29)
  • Editing a working forecast (4:36)
  • Analyzing history for forecasting (3:37)
  • Configuring break sets (3:21)
  • Schedule Template Types
  • Creating schedule templates (6:17)
  • Assigning Schedule Templates
  • Creating and publishing a working schedule (7:49)
  • Editing schedules (8:49)
  • Creating Adherence Thresholds
  • Configuring a new data source
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