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Setting up workforce management (WFM add-on)
Migrating to the Zendesk Workforce management (WFM) add-on
Edited Feb 12, 2025
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Exporting WFM team member data
Edited Feb 12, 2025
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Edited Feb 12, 2025
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Managing Zendesk WFM account settings
Edited Feb 12, 2025
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Accessing and viewing the WFM User management page
Edited Feb 12, 2025
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Managing user access in your WFM account
Edited Feb 12, 2025
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Viewing WFM team member profiles and editing their tracking settings
Edited Feb 12, 2025
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Understanding WFM roles and permissions
Edited Feb 12, 2025
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Creating custom WFM roles and assigning users
Edited Feb 12, 2025
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Managing WFM roles and permissions
Edited Feb 12, 2025
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Edited Feb 12, 2025
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Setting up WFM general tasks for non-ticketing work
Edited Feb 12, 2025
1 vote · 9 comments
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Edited Feb 12, 2025
1 vote · 6 comments
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Setting up teams in Zendesk WFM
Edited Feb 12, 2025
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Setting up locations and shifts in Zendesk WFM
Edited Feb 12, 2025
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Using the WFM time zone switcher
Edited Feb 12, 2025
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Accessing the WFM Time off management page
Edited Feb 12, 2025
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Managing agents' time off requests
Edited Feb 12, 2025
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Creating time off auto approval rules
Edited Feb 12, 2025
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Creating time off reasons for agents
Edited Feb 12, 2025
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About workforce management automations
Edited Feb 12, 2025
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Creating WFM automations to manage agent activity
Edited Feb 12, 2025
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Activating shift trades for agents
Edited Feb 12, 2025
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Activating and deactivating auto-tracking and task lock
Edited Feb 12, 2025
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Edited Feb 12, 2025
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Tracking agent time spent outside of Zendesk (EAP)
Edited Feb 12, 2025
0 votes · 34 comments
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Syncing your Zendesk WFM schedule with Google Calendar
Edited Feb 12, 2025
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Using Zendesk WFM in your sandbox
Edited Feb 12, 2025
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Installing the Quicktab Google Chrome extension
Edited Feb 12, 2025
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Edited Feb 12, 2025
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