As an Agent, you can manage your schedule, requests, and daily activities in Workforce Management. This guide covers how to:
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View your personal schedule in day, week, or month format to track assigned shifts, activities, and leave.
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Apply for leave (full-day or partial-day) by selecting leave type, dates, and adding notes for supervisor approval.
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Check team schedules to compare coverage and view colleagues’ assignments alongside your own.
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Submit and track requests for leave, shift swaps, or trade posts, with real-time status updates.
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Use the swap board to explore available shifts and participate in trades that comply with your skills and contracts.
My Schedule
Navigation
Calendar → My Schedule
Apply for Leave
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Click Apply for Leave (top-right).
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Select Leave Type from the dropdown.
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Choose Start Date / End Date.
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(Optional) Enter Start & End Time for partial-day leave.
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Add a Comment if required.
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Click Apply.
Approved leave blocks will automatically prevent scheduling conflicts.
Team Schedule
Navigation
Calendar → Team Schedule
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View your team’s schedule for the selected day.
Swap Table
Navigation
Calendar → Swap Table
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See all publicly posted swap requests in a timeline view.
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Each row shows the requester’s name, date, and time span of the shift offered.
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Use this board to identify available trades you may be eligible to take.
Requests
Navigation
Calendar → Requests
1. Leave Requests
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View the status of submitted leave (Approved, Rejected, Pending).
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Track type, duration, and requested time.
2. Shift Swap Requests (Targeted)
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Review swaps where you are directly invited as the Target.
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Check details like requester, subject, and notes.
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Wait for system validation and supervisor approval.
3. Shift Trade Posts (Open Market)
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View all posted shifts open for trade.
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Check validity dates and skills required.
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Apply to take shifts if you meet skill/contract criteria.
