Jump to: navigation, search

Shift Contracts

Important
This content may not be the latest Genesys Engage cloud content. To find the latest content, go to Workforce Management in Genesys Engage cloud.



Use the Shifts > Contracts pane to assign contracts to a shift. To open this pane, click Contracts at the top of the Shift Properties pane.

Important
Assigning contracts to a shift is optional. You can save a shift without associating it with a contract.

Assigning a Contract to a Shift

To assign a contract to a shift:

  1. In the Shifts pane, select a shift.
  2. In the right-side pane, select Contracts.
  3. Click Assign a Contract to a Shift WM 851 agent activities plus.png .
  4. In the Use This State for Assignments drop-down list, select the appropriate state.
  5. Select one or more contracts from the list on the Contract Associations pane. You can assign multiple contracts to a single shift.
  6. Click Apply WM 851 agent activities assign.png to move the selected contracts into the Contracts pane.
  7. Click Save Now WM 851 icon-save.png .

Removing a Contract from a Shift

To unassign or remove a contract from a shift:

  1. In the right-side pane, select Contracts.
  2. In the Contracts list, select the contract you want to remove.
  3. Click Remove Contract from Shift WM 851 agent activities minus.png .
  4. When the Confirmation dialog appears, click Yes.

Changing the State of an Assigned Contract

To change the state of an assigned contract:

  1. In the Contracts pane, use the State drop-down menu for the Contract you want to change and select Primary (default) or Secondary.
  2. Click Save Now WM 851 icon-save.png .
Tip
  • Assigned contracts appear only in the Contracts pane.
  • To select multiple contracts, hold down SHIFT or CTRL and click on each additional contract.
  • Each assigned contract has a state: Primary or Secondary. The default state after being moved is Primary.
This page was last edited on October 2, 2020, at 12:35.
Comments or questions about this documentation? Contact us for support!