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            Workforce Management User Permission Sets

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            Workforce Management User Permission Sets

            Assign the Workforce Engagement Analyst, Workforce Engagement Planner, or Workforce Engagement Agent permission sets to users of Workforce Management features.

            Required Editions

            View supported editions.

            Workforce Management User Permission Sets

            Permission Set Name What a User Can Do
            Workforce Engagement Analyst Can create and adjust workload histories, intelligent forecasts, and capacity plans.
            Workforce Engagement Planner Can create, adjust, and schedule shifts from capacity plans; create shift segments and Intraday Management views; perform schedule-related tasks like batch assignment or get candidates; create shifts from templates or from a capacity plan; approve time-off requests or time sheets; or view agents’ scheduling preferences.
            Workforce Engagement Agent Can request time off, submit time sheets, create service resource preferences, receive email notifications from Intraday Management, and view agent home.
             
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