Manage trade settings

A part day shift trade is when an agent trades part of their shift with another agent or picks up hours. For part day shift trade requests, you can enable or disable validation rules. When an agent posts hours, the enabled rules are verified and, if any rules are broken, Workforce Optimization does not post the agent's hours. The rules are verified against the agent's contract and the workflow control set (WCS). For further information, see Create rules to handle shift trade requests,

Prerequisites

You have the Web > WFM settings permission

Page location

WFM > WFM settings > Trade settings

Procedures

Enable or disable the validation rules for part day shift trade requests

  1. Toggle the following validation rule sliders on or off:

    • Nightly rest

    • Minimum weekly rest

    • Maximum weekly work time

    • Minimum weekly work time

    • Contract time tolerance

    • Maximum consecutive days without a day off

  2. For Shift trade requests - part day, select one of the following radio buttons:

    • Transfer lunch - Agents can post full or partial lunch hours as part of their shift trade request.

    • Block post if lunch requirements are not met - Agents cannot post their lunch hours unless they have met the minimum working hours that were configured in the workflow control set.

  3. Click Save.

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