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Workforce Management Roles

CONTENTS

Overview

User roles manage the level of access to the application and its features. All users should have the required roles assigned based on their position in the company. Roles granted to an individual differentiate if that user is allowed to:

  • Configure the application (for example, to configure people and queues or upload historical data)
  • Create and manage forecasts and schedules,
  • Work according to the schedule (with limited access, to view the schedule only).

Users, as well as user roles, are not managed from within the Eleveo WFM application. They need to be configured within Eleveo User Management. Basic composite user roles are already predefined. Each composite user role is a set of detailed effective roles, which determine access to each individual application module and functionality separately. Every new user may have a composite role assigned, or effective roles may be given separately.

Default Composite Application Roles

All default Workforce Management composite roles are grouped under the WFM application.

The list of predefined composite roles and their descriptions includes:

  • WFM_ANALYST – user who is responsible for the initial application settings such as uploading historical data, configuring queues and assigning people to queues. This user also reviews forecasts and schedules (without being able to create or modify them)
  • WFM_SCHEDULER – user who is responsible for forecast and schedule creation and management
  • WFM_AGENT – user who is being assigned to schedules, view rights only

Default Effective Application Roles

The following table contains a detailed list of effective roles, their descriptions, and the associated impact on the UI. The table also indicates which composite role or roles the effective role is assigned to by default

Name of the effective roleAction allowedImpact on UIWFM_ANALYSTWFM_SCHEDULERWFM_AGENT
WFM_FILE_UPLOADUpload a CSV file with historical data into the Eleveo WFM application.

Access to the Administration > Data Import screen.

Read more: Managing Data Import

x

WFM_VIEW_QUEUEView all queues that exist in the Eleveo WFM application.

The View action on the Administration > Queues screen.

Read more: Managing Queues

x

x


WFM_VIEW_AGENTView all people already imported into the application.

The View action on the Administration > People screen.

Read more: Managing People

x

x


WFM_VIEW_FORECASTView all forecasts already created in the Eleveo WFM application.

The View action on the Forecasting > Studio screen.

Read more: Working With Draft Forecasts

x

x


WFM_VIEW_SCHEDULEView all schedules already created in the Eleveo WFM application.

The View action on the Scheduling > Studio screen.

Read more: Working With Draft Schedules and Working With Production Schedules

x

x


WFM_VIEW_SKILLView all skills that exist in the Eleveo WFM application.

The View action on the Administration > Skills screen.

Read more: Managing Skills

xx
WFM_VIEW_AGENTS_SCHEDULEView all schedules assigned to the user with this role assigned.Access to the My Schedule screen.

x

WFM_VIEW_SHIFT_TEMPLATEView all shift templates that exist in the Eleveo WFM application.

The View action on the Administration > Shift Templates screen.

Read more: Managing Shift Templates

xx


WFM_VIEW_SCHEDULE_JOBCheck auto scheduling status.

Notification about the result of the Auto Scheduling process is displayed.

Read more: Adding a New Schedule


x


WFM_CREATE_QUEUEAdd new queues.

The Add New Queue button on the Administration > Queues screen.

Read more: Managing Queues

x



WFM_CREATE_FORECASTCreate new forecasts.

The New forecast button on the Forecasting > Studio screen.

Read more: Working With Draft Forecasts


x


WFM_CREATE SCHEDULECreate new schedules.

The New schedule button on the Scheduling > Studio screen.

Read more: Working With Draft Schedules


x


WFM_CREATE_SKILLAdd new skills.

The Add New Skill button on the Administration > Skills screen.

Read more: Managing Skills

x

WFM_CREATE_SHIFT_TEMPLATEAdd new shift templates.

The Add New button on the Administration > Shift Templates screen.

Read more: Managing Shift Templates

x

WFM_CREATE_SCHEDULE_JOBStart the auto scheduling process.

The Auto Schedule button on the Create New Schedule screen.

Read more: Adding a New Schedule


x
WFM_EDIT_QUEUEModify all queues that exist in the Eleveo WFM application.

The Edit action on the Administration > Queues screen.

Read more: Managing Queues

x



WFM_EDIT_AGENTModify all people already imported into the Eleveo WFM application.

The Edit action on the Administration > People screen.

Read more: Managing People

x



WFM_EDIT_FORECASTModify all forecasts already existing in the Eleveo WFM application.

The Edit action on the Forecasting > Studio screen.

Read more: Working With Draft Forecasts


x


WFM_EDIT_SCHEDULEModify all schedules that exist in the Eleveo WFM application.

The Edit action on the Scheduling > Studio screen.

Read more: Working With Draft Schedules and Working With Production Schedules


x


WFM_EDIT_SKILLModify all skills that exist in the Eleveo WFM application.

The Edit action on the Administration > Skills screen.

Read more: Managing Skills

x

WFM_EDIT_SHIFT_TEMPLATEModify all shift templates that exist in the Eleveo WFM application.

The Edit action on the Administration > Shift Templates screen.

Read more: Managing Shift Templates

x

WFM_DELETE_QUEUEDelete any queue from the Eleveo WFM application.

The Delete action on the Administration > Queues screen.

Read more: Managing Queues

x



WFM_DELETE_FORECASTDelete any forecast from the Eleveo WFM application.

The Delete action on the Forecasting > Studio screen.

Read more: Working With Draft Forecasts


x


WFM_DELETE_SCHEDULEDelete any schedule from the Eleveo WFM application.

The Delete action on the Scheduling > Studio screen.

Read more: Working With Draft Schedules and Working With Production Schedules


x


WFM_DELETE_SKILLDelete any skill from the Eleveo WFM application.

The Delete action on the Administration > Skills screen.

Read more: Managing Skills

x

WFM_DELETE_SHIFT_TEMPLATEDelete any shift template from the Eleveo WFM application.

The Delete action on the Administration > Shift Templates screen.

Read more: Managing Shift Templates

x

WFM_EXPORT_SCHEDULEExport any schedule from the Eleveo WFM application.

The Export button on the Scheduling screen.

Read more: Working With Draft Schedules


x


WFM_SYNC_QUEUEInternal role used for queue synchronization.No impact on UI.x

WFM_CREATE_ADHERENCE_SETTINGSCreate new statuses on the Adherence Settings screen.The Add Eleveo Status button on the Schedule Adherence > Adherence Settings screen.x

WFM_DELETE_ADHERENCE_SETTINGSDelete any status on the Adherence Settings screen.The Delete action on the Schedule Adherence > Adherence Settings screen.x

WFM_EDIT_ADHERENCE_SETTINGSModify all statuses on the Adherence Settings screen.The Edit action on the Schedule Adherence > Adherence Settings screen.x

WFM_VIEW_ADHERENCE_SETTINGSAccess the Adherence Settings screen and view all statuses.Access to the Schedule Adherence > Adherence Settings screen.xx
WFM_VIEW_ADHERENCE_HISTORYAccess the Adherence History screen and view the reports.Access to the Schedule Adherence > Adherence History screen.xx
WFM_VIEW_SCHEDULE_CONFIGInternal role used to obtain access to schedule configuration parameters.No impact on UI.xx
WFM_EDIT_SCHEDULE_CONFIGInternal role used for data import. Do not assign to any user.No impact on UI.


WFM_ADHERENCE_DATA_PUSHInternal role used for data import. Do not assign to any user.No impact on UI.


WFM_VIEW_RTA

Access the Real-Time Adherence screen and view the reports.Access to the Schedule Adherence > Real-Time Adherence screen.xx

WFM_VIEW_RTA_NOTIFICATION_SETTINGS

View RTA notification settings.Displaying the RTA Notification button on the  Schedule Adherence > Adherence History screen.xx

WFM_EDIT_RTA_NOTIFICATION_SETTINGS

Edit existing RTA notification settings.Editing an existing notification configuration using the RTA Notification button on the Schedule Adherence > Adherence History screen.x

WFM_VIEW_RTA_EVENTS

View live updates on the Real-Time Adherence screen and obtain push notifications from RTA.No impact on UI.xx

 WFM_VIEW_INTRADAY

Access the Intraday Management screenAccess to the Intraday Management screen.xx

 WFM_VIEW_INTRADAY_NOTIFICATION

View Intraday Management notifications settingsDisplaying the Notifications button on the  Intraday Management screen.xx

 WFM_EDIT_INTRADAY_NOTIFICATION

Edit Intraday Management notifications settingsEditing an existing notification configuration using the Notifications button on the  Intraday Management screen.x

WFM_VIEW_INTRADAY_EVENTS

View live updates on the intraday Management screen and obtain push notifications from Intraday.
No impact on UI.xx

*x – it means that the effective role is assigned to the composite role by default

Roles Configuration

Composite user roles can be assigned to users from within the Eleveo User Management application by any user with the User Management\user-management-admin role. To provide more granularity in the level of access granted to a user, effective roles can also be assigned to individual users.

Read how to assign composite and effective roles to users on the Assigning Roles page.

Example

A new team leader in the contact center should be allowed to create and manage forecasts and schedules, but also to upload files with historical data. However, managing people and queues is handled by the IT analyst, so access to these features should not be granted to her.

To meet the above requirements, the new team leader needs to have the following roles assigned:

  • WFM_SCHEDULER – a composite role, which allows for the creation, modification and removal of forecasts and schedules (it contains the following effective roles: WFM_VIEW_QUEUE, WFM_VIEW_AGENT, WFM_VIEW_FORECAST, WFM_VIEW_SCHEDULE, WFM_VIEW_SHIFT_TEMPLATE, WFM_CREATE_FORECAST, WFM_CREATE SCHEDULE, WFM_EDIT_FORECAST, WFM_EDIT_SCHEDULE, WFM_DELETE_FORECAST, WFM_DELETE_SCHEDULE, WFM_EXPORT_SCHEDULE, WFM_VIEW_SCHEDULE_JOB, WFM_CREATE_SCHEDULE_JOB)
  • WFM_FILE_UPLOAD – an effective role, which permits the user to upload CSV files (by default, this effective role is a part of the WFM_ANALYST composite role, but WFM_ANALYST should not be assigned to the team leader, as it also grants access to people and queues management as well)
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