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Release notes

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Eleveo WFM - User Guide

Getting Started

WFM for Beginners
Concept of Studio Environment
Eleveo WFM Workflow
Prerequisites
Accessing the Application
Credentials and First Login
Navigating Inside the Application
User Roles
Using Filters

Importing Historical, Adherence and Real-Time Data

Manual Import of Historical Data
Automatic Import of Historical and Adherence Data
File Format

Administration Tasks

Managing People
Managing Skills
Managing Shift Templates
Managing Queues
Managing Schedule Elements
Managing Data Import

Forecasting

Working With Draft Forecasts

Adding a New Forecast
Editing a Forecast
Deleting a Forecast

Working With Production Forecasts
Filtering Forecasts

Scheduling

Working With Draft Schedules

Adding a New Schedule

Manual Scheduling
Auto Scheduling

Editing a Schedule
Exporting a Schedule
Deleting a Schedule

Working With Production Schedules
Filtering Schedules
Requests

Schedule Adherence

Real-Time Adherence
Adherence Settings
Adherence History

Intraday Management
Adherence Reports

My Schedule

Using Monthly View
Using Weekly View

Exporting the Calendar

Adding an iCal calendar to Microsoft Outlook
Adding an iCal calendar to Google calendar
Adding an iCal calendar to iOS

Requests - Self Service

Absence Requests
Shift Swaps

FAQ

User Management - User Guide

Getting Started Guide

User Management Workflow
Default Users
Login to User Management
Navigating Inside the User Management
Password Policies
Switching the Language

Configuring User Profile and Password
Managing Tenant Settings
Managing Email Settings
Managing Password Policies
Managing Licenses

Managing Roles

User Management Roles

Default Application Roles

ETL Management Roles

Managing Custom Roles
Assigning Roles

Managing Users

Displaying Users
Adding New Users
Editing Users
Changing Passwords for Users
Activating and Deactivating Users

Managing Teams

Displaying Teams
Adding New Teams
Editing Teams
Adding Users to Teams
Assigning Managers to Teams

Managing Provider Clients

Eleveo Integrations

Integration With Webex Contact Center

Preparing Cisco Webex Contact Center for Integrations

Configuring ETL Management for Webex Contact Center Integration

Configuring User Import From Cisco Webex Contact Center
Configuring Data Import From Cisco Webex Contact Center

Configuring Webex Contact Center as Identity Provider

Adding Webex Contact Center Identity Provider

Integration With Cisco UCCE and UCCX

Historical and Adherence Data Import From UCCE, UCCX

User Import From UCCE, UCCX, CUCM

Technical Details and Limitations

Real-Time Data Import From CTI

Configuring UCCE as Identity Provider

Adding UCCE SSO Identity Provider
Registering a New UCCE Client

Eleveo WFM API

Custom Import of Users and Groups Using API
Custom Import of Historical Data Using API
Custom Import of Adherence Data Using API

Eleveo WFM Glossary

Release Notes

Eleveo WFM Release 25.11.03.62
Eleveo WFM Release 25.10.23.61
Eleveo WFM Release 25.05.12.60
Eleveo WFM Release 25.03.29.59

Older Release Notes...

Release Notes 2024

Eleveo WFM Release 24.10.09.58
Eleveo WFM Release 24.07.11.56
Eleveo WFM Release 24.06.12.55
Eleveo WFM Release 24.05.31.54.1
Eleveo WFM Release 24.05.29.54
Eleveo WFM Release 24.04.15.53.1
Eleveo WFM Release 24.04.08.53
Eleveo WFM Release 24.02.28.52
Eleveo WFM Release 24.02.01.51
Eleveo WFM Release 24.01.18.50
Eleveo WFM Release 24.09.25.57

Release Notes 2023

Eleveo WFM Release 23.12.19.49
Eleveo WFM Release 23.10.12.48
Eleveo WFM Release 23.10.03.47
Eleveo WFM Release 23.08.14.46
Eleveo WFM Release 23.04.03.45
Eleveo WFM Release 23.02.08.44.1

Release Notes 2022

Eleveo WFM Release 22.12.20.44
Eleveo WFM Release 22.12.1.43
Eleveo WFM Release 22.11.22.42
Eleveo WFM Release 22.8.3.41
Eleveo WFM Release 22.6.30.40.1
Eleveo WFM Release 22.4.25.39
Eleveo WFM Release 22.4.6.38
Eleveo WFM Release 22.2.10.37
Eleveo WFM Release 22.1.11.36

Release Notes 2021

Eleveo WFM Release 21.12.15.35
Eleveo WFM Release 21.11.23.34.3
Eleveo WFM Release 21.10.27.34.2
Eleveo WFM Release 21.9.9.34.1
Eleveo WFM Release 21.8.30.34
Eleveo WFM Release 21.8.3.33
Eleveo WFM Release 21.6.29.32.2
Eleveo WFM Release 21.6.1.32.1
Eleveo WFM Release 21.5.19.32
Eleveo WFM Release 21.5.6.31
Eleveo WFM Release 21.4.14.30
Eleveo WFM Release 21.3.10.29
Eleveo WFM Release 21.2.10.27
Eleveo WFM Release 21.2.1.26.1
Eleveo WFM Release 21.1.27.26
Eleveo WFM Release 21.1.14.25.1
Eleveo WFM Release 21.1.13.25
Eleveo WFM Release 21.1.5.24.1

Release Notes 2020

Eleveo WFM Release 20.7.7.14
Eleveo WFM Release 20.6.17.13
Eleveo WFM Release 20.1.15.3
Eleveo WFM Release 20.1.29.4
Eleveo WFM Release 20.2.12.5
Eleveo WFM Release 20.2.26.6
Eleveo WFM Release 20.3.5.6.1
Eleveo WFM Release 20.3.11.7
Eleveo WFM Release 20.3.25.8
Eleveo WFM Release 20.4.22.9
Eleveo WFM Release 20.5.14.10
Eleveo WFM Release 20.6.3.12
Eleveo WFM Release 20.5.20.11
Eleveo WFM Release 20.7.29.16
Eleveo WFM Release 20.8.12.17
Eleveo WFM Release 20.8.26.18
Eleveo WFM Release 20.9.9.19
Eleveo WFM Release 20.9.23.20
Eleveo WFM Release 20.10.7.21
Eleveo WFM Release 20.12.9.24

Release Notes 2019

Eleveo WFM Release 2019-12-11
Eleveo WFM Release 2019-10-29
Eleveo WFM Release 2019-10-02
Eleveo WFM Release 2019-09-23

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