Access the historical adherence view
Series: Historical adherence
Previous suggested step: Historical adherence constraints
Next suggested step: Navigate the historical adherence view
- If your Workforce Management > Historical Adherence has no conditions, you can select any management unit in divisions you have permission to view.
- If your Workforce Management > Historical Adherence permission is limited to one or more work teams (conditional), you can select only those work teams.
- If you do not have any of the Groups > Work team permissions, you cannot select work teams in the historical adherence view. The Select a work team list is not displayed.
To open and view the historical adherence view for a management unit, perform the following steps:
- Click Admin.
- Under Workforce Management, click Historical Adherence.
- Click Menu > Workforce Management > Historical Reporting > Historical Adherence.
- From the Management Unit/Select team list in the upper right corner, click the Select Business/Management Unit icon.
- From the list, select the Management Unit.
- From the Select Time zone list, select the time zone.
The data for the selected management unit is displayed.
To open and view the historical adherence view for a work team, perform the following steps:
- Click Admin.
- Under Workforce Management, click Historical Adherence.
- Click Menu > Workforce Management > Historical Reporting > Historical Adherence.
- From the Management Unit/Select team list in the upper right corner, click the Select Team icon.
- Select the required team from the list.
The data for the selected work team is displayed.
Note: The agents in this cluster don’t have to belong to the same management unit. As a supervisor, you can use this option to oversee just the agents assigned to you instead of viewing the entire group of agents.
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