Setting up timezones in Zendesk WFM is essential for aligning shifts with your team's availability, especially for 24/7 support. You can choose the correct timezone and work week calendar to ensure automations function correctly. To verify or change your timezone, navigate to the Time section in the Zendesk WFM web app. For more information, see the section onmanaging timezones.
To get started with Zendesk Workforce Management (WFM), you'll need to focus on planning, installation, and setting up your organization structure.Planninginvolves identifying your requirements and aligning on ownership of different workforce…
Defining roles and permissions in Zendesk WFM is crucial for managing access and responsibilities. You can create custom roles such as administrator, manager, team lead, or agent. Admins manage the system setup, managers oversee teams, and agents…
Installing Zendesk Workforce Management is straightforward if you have admin access. Go to the Zendesk Marketplace, find Zendesk WFM, and click 'Install'. Follow the steps in the interface workflow to complete the installation. Once installed, the…
Setting up your organization structure in Zendesk WFM involves configuring locations, workstreams, teams, and time-off reasons.Locationshelp you define where and when work gets done.Workstreamsorganize your team's work around Zendesk…
Managing users and access in Zendesk WFM involves setting up agent roles and permissions. You can restrict access to certain groups or roles and create custom WFM roles to reflect your team's unique positions. It's recommended to give all agents…
Creating general tasks in Zendesk WFM allows you to account for non-ticketing work like breaks, meetings, or training sessions. These tasks, along with ticket work, help define your staffing forecast and appear in agent activity timelines and…