Create a calendar event

Create a calendar event Scheduled event in WFM that is manually created on the schedule, can be a single instance or recurring event, and can have one or multiple attendees. Examples of calendar events are meetings or training sessions. on the schedule. Calendar events can be single-instance or recurring events, and can have one or multiple attendees. Examples of calendar events are meetings or training Semantic Intelligence (Si) process in Speech Analytics in which the system implements machine learning-based methods to extract and surface ontology-related items found in a sampling of transcribed interactions. sessions.

Unlike shift Work period in WFM that has a definite length. events, calendar events can occur outside defined shifts. For example, a phone shift is scheduled from 9:00-5:00 PM. You can schedule a team meeting from 8:30-9:00 AM before the start of the shift.

Before you begin 

Select campaign data for schedules or Select no campaign for schedules

Procedure 

  1. Select the employees for whom you want to create the calendar event.

  2. From the details pane, select Add, and then select Calendar event.

  3. On the Calendar Event screen, complete the fields.

  4. To create a series of calendar events (instead of a single instance), select Recurring and specify the dates, times, weekly cycle, and days the event recurs in the series.

  5. To specify a possible range of dates and times for the event, select Floating and specify the dates, possible days and range of start times for the calendar events.

  6. If you select both Recurring and Floating, the tab changes to Recurring Floating. Specify the dates, weekly cycle, and possible days and range of start times for the calendar events.

    To give the scheduling engine flexibility for scheduling floating (or recurring floating) events, it is recommended to select multiple days when the event can be scheduled. When you generate the schedule, however, the scheduling engine only schedules the event on one of the selected days.

  7. To add multiple employees to the event, select the Attendees tab and select the relevant employees for the event.

  8. To save your settings for the calendar event, select Save.

Calendar event settings

Recurrence tab settings

Attendees tab settings

Edit a recurring event series

Edit single-instance events