Workload data is aggregated at the hourly level and can be viewed at hourly, daily, weekly, or monthly intervals.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To view, create, and adjust a workload: | Workforce Management Analyst AND Workforce Management Planner |
Workload data is aggregated at the hourly level and can be viewed at hourly, daily, weekly, or monthly intervals.
- From the App Launcher, open Workloads, and then click New.
-
Enter a workload name and description. Select a date range, Aggregation Date
& Time, and Service
Territory. Then click Next.
Aggregation Date & Time determines which worker Work date and time field is used to aggregate workload data. Service Territory determines the time zone used for workload data and related forecasts.
- Select whether to use all historical data or filter historical data, and then click Next. If you filter the historical data, define the filter conditions to include in the workload.
- Save your changes.
After the workload is created, data aggregation begins automatically. To monitor processing and view aggregated workload data after aggregation is complete, open the workload.
- Adjust Your Workload Data
Want to clean up your workload to produce a more accurate intelligent forecast? Change, replace, or remove workload data with an adjustment. - Export Workload Data
Export workload data as a CSV file.