Once the new work allocation group is added, click on the + Add link displayed under Add Agents column. This is as shown in the screen below:
Agent List pop-up window will be displayed as shown below:
On this pop-up, configure the following fields to add specific agents to whom the specific work allocation group needs to be assigned.
- Client – Select the required client name from the dropdown list.
- Programs – Based on the selection of the Client, the dropdown list will be displayed. Select the required program.
- Select Agents – Based on the selection of the Client and Program, the list of agents who are assigned to the selected client and program will be displayed as shown below:
Select the required agents from the Available Agents list.
Note: To select multiple agents at a time, press Ctrl button from the keyboard, and click on multiple agent names.
The select names will be displayed in the following format:
One can also search the agents by entering the agent’s name in the Filter field as shown below:
Once the agent(s) is/are selected, click on 
button. Then, the selected agent(s) will be moved to the right box that is, Selected Agents list as shown below:
To Move All the agents to Selected Agents list at once, click on the 
button.
To Remove a few agents from Selected Agents list and move them back to the left box that is, Available Agents list, select such agents and then click on the 
button.
Note: To select multiple agents at a time, press Ctrl button from the keyboard, and click on multiple agent names.
To Remove All the agents from Selected Agents list and move them back to the Available Agents list at a time, click on the 
button.
Once the team of agents is configured, click on the 
button.
A confirmation message will be displayed, and the agents will be added in the specific work allocation group.
The user will be redirected back to the Work Allocation Group page. To view and update the agent’s list of specific Work Allocation Group, then click on the +Add under Add Agents column. The Agent List pop-up window will be displayed with the list of already selected agents.
Once the work allocation group along with its agent is configured, the users can manage the workload by assigning the specific number of evaluations to a particular group of agents. To know more about managing workload, refer to Manage Work Allocation.
Video