Activating Shift Trades in Zendesk WFM
How do I activate shift trades in Zendesk WFM?
To activate shift trades in Zendesk WFM, you need to access the Shift trades management section. Hover over the schedule icon and click on Shift trades management. Then, simply click on 'Turn on shift trades'. By default, a manager's approval is required for shift trades, so make sure to click 'Save' to finalize the setup. This feature allows agents to efficiently manage their schedules by trading shifts with their colleagues. For more details, you can refer to theoriginal Zendesk help article.
More related questions
What are shift trades in Zendesk WFM?
Shift trades in Zendesk WFM allow agents to swap their shifts with each other, providing flexibility in managing their work schedules. This feature ensures that there is adequate coverage while freeing up managers' time from manually adjusting…
How do same-day shift trades work in Zendesk WFM?
Same-day shift trades in Zendesk WFM involve a 1:1 swap between agents for shifts on the same day. Once both agents agree to the trade and submit their requests, a manager must approve it. After approval, the traded shifts are updated in the…
Can agents trade shifts on different days in Zendesk WFM?
Yes, agents can trade shifts on different days in Zendesk WFM. This involves one agent taking over another's shift on a different day, and vice versa. Both agents submit their trade requests, which require manager approval. Once approved, the…
Do shift trades in Zendesk WFM require manager approval?
Yes, shift trades in Zendesk WFM require manager approval by default. This ensures that all trades are reviewed and confirmed before they are finalized in the agents' schedules. Managers have the flexibility to adjust shifts as needed to maintain…
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