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WFM system report metrics



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Colleen Hall

Zendesk Documentation Team

Edited Feb 12, 2025


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I have tried multiple different searches and struggled to find an answer to this.  Overtime reporting; payment is made for over an agent scheduled hours if agreed.  We want to report on this and this is the only metric I appear to not be able to report on, why is this so hard when it is basic payroll requirement / management

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Overtime - why is it so difficult to report on agreed payable overtime with this system?  All hours are classed as overtime if beyond schedule, but how do you differentiate between what is agreed to be paid and not?

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How can we run reports on time-off for future?  Also, how do we run a report and show the right time/date?  Currently reporting for someone in central time will show two days with the time breakdown of the day off = 23 hours, the next day be 0:59:59.  

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Hi John-Paul Page!

With the default Agent Attendance report on the Reports page, I believe you can achieve what you're looking for. To do this, please follow these steps:

  1. Duplicate the report to create a copy.
  2. Edit the duplicated report.
  3. Replace the attribute "Time" with "Activity Type."

By making these changes, you'll be able to see each type of activity and determine if it was overtime and whether it's a paid activity or not.

Please note the following defaults:

  • Workstream and untracked activity types are considered paid activities.
  • General tasks can be configured to be either paid or unpaid, based on your settings.

If you have any further questions or need assistance with this process, please let me know.

 

Best regards,

Samanta



 

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Hi Sharon Martin !

To run reports on future time-off, you can use the exporting schedule capability available on the schedule page (more details can be found here). If you select future dates to collect information from, the exported file will include the relevant time-off data.

 

Regarding the issue with time and date reporting, it sounds like it may be related to the time zone settings. You might need to check the time zone picker and update it to the desired time zone to ensure accurate time and date display. You can find more information on how to do this in our Help Center article here.

 

Hope this helps! If you have any further questions or need additional assistance, please feel free to reach out.

Samanta

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