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Setting up workforce management (WFM add-on)


Migrating to the Zendesk Workforce management (WFM) add-on

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) This artic...

Edited Feb 12, 2025

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Exporting WFM team member data

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) The User m...

Edited Feb 12, 2025

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Accessing Zendesk WFM

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Admins and...

Edited Feb 12, 2025

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Managing Zendesk WFM account settings

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Admins can...

Edited Feb 12, 2025

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Accessing and viewing the WFM User management page

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) The User m...

Edited Feb 12, 2025

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Managing user access in your WFM account

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Users are ...

Edited Feb 12, 2025

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Viewing WFM team member profiles and editing their tracking settings

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) This artic...

Edited Feb 12, 2025

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Understanding WFM roles and permissions

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Edited Feb 12, 2025

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Creating custom WFM roles and assigning users

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Admins can ...

Edited Feb 12, 2025

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Managing WFM roles and permissions

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Workforce ...

Edited Feb 12, 2025

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About WFM general tasks

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Zendesk Wo...

Edited Feb 12, 2025

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Setting up WFM general tasks for non-ticketing work

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Zendesk Wor...

Edited Feb 12, 2025

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About Zendesk WFM workstreams

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Workstreams...

Edited Feb 12, 2025

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Setting up teams in Zendesk WFM

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Note: Users ...

Edited Feb 12, 2025

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Setting up locations and shifts in Zendesk WFM

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Edited Feb 12, 2025

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Using the WFM time zone switcher

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) You can se...

Edited Feb 12, 2025

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Accessing the WFM Time off management page

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) The Time o...

Edited Feb 12, 2025

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Managing agents' time off requests

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Workforce m...

Edited Feb 12, 2025

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Creating time off auto approval rules

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Edited Feb 12, 2025

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Creating time off reasons for agents

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Time off reason...

Edited Feb 12, 2025

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About workforce management automations

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Zendesk Wor...

Edited Feb 12, 2025

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Creating WFM automations to manage agent activity

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Edited Feb 12, 2025

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Activating shift trades for agents

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Edited Feb 12, 2025

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Activating and deactivating auto-tracking and task lock

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Edited Feb 12, 2025

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About the Agent Schedule app

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) The Agent Sched...

Edited Feb 12, 2025

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Tracking agent time spent outside of Zendesk (EAP)

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Note: Ext...

Edited Feb 12, 2025

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Syncing your Zendesk WFM schedule with Google Calendar

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) You can sync ...

Edited Feb 12, 2025

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Using Zendesk WFM in your sandbox

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) You can use y...

Edited Feb 12, 2025

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Installing the Quicktab Google Chrome extension

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Note: This ...

Edited Feb 12, 2025

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Zendesk WFM product limits

What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) This artic...

Edited Feb 12, 2025

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