Scope of this Guide

Software Version

This guide is updated for NICE ESP Fall 2023 release and requires a fully supported NICE IEX WFM release, per the IEX sunset policy.

What is included in this guide?

This guide covers these main topics:

  • importing forecasts

  • viewing, analyzing, saving, and exporting plans for entities (MUs, CTs, CT Sets, BUs, BU Sets, EGs, and EG Sets)

  • adjusting plans to see how the changes affect staffing requirements

  • adjusting staffing requirements to see how the changes affect service level, ASA, or occupancy

  • converting a long-term forecast plan to the active forecast

  • charting plans

  • viewing, editing, and saving historical (actual) data for individual plan CTs

  • viewing, generating, or deactivating API credentials

What is not included in this guide?

TOPIC

WHERE TO FIND THIS TOPIC...

Administration, defining entities

NICE WFM Administrator Guide

Long-term forecast generation

NICE WFM Forecaster Guide

Glossary of terminology NICE WFM Training Manual