Manage a business unit
AI-generated summary
Genesys Cloud provides workforce management capabilities for administering business units through the Resource Center. Users with appropriate Workforce Management permissions (View, Edit, and Delete) can edit business units by navigating to Menu > Workforce Management > Workforce Management Configuration > Business Units, then selecting a unit to modify. The General tab allows editing of the business unit name and division assignment. The Forecasting tab enables adjustment of the Historical Weeks field parameters, while the Scheduling tab permits configuration of payable time synchronization for time-off requests and modification of Validation Message Severities settings. Business units can be moved between divisions through the divisions page. Deletion of business units requires prior removal of all associated management units; the deletion process involves accessing the business unit's More menu, confirming the unit name, and clicking OK. Changes are applied by clicking Save. The system prevents deletion of business units that contain management units, ensuring data integrity within the workforce management structure.
The following permissions:
- Workforce Management > Business Unit – View, Edit, and Delete
You can change the business unit division with the required permissions. To move a business unit from one division to another from the divisions page, see Move objects from one division to another.
To edit a business unit, perform these steps:
- Click Admin.
- Under Workforce Management, click Business Units.
- Click Menu > Workforce Management > Workforce Management Configuration > Business Units.
- The Business Units page opens. Optionally use the text box under Business Unit Name and search for the appropriate business unit.
- To edit the business unit, click the appropriate business unit’s link.
- In the General tab, you can edit the business unit name and change the business unit division with the required permissions.
- In the Forecasting tab, you can increase or decrease the number of weeks set in the Historical Weeks field.
- In the Scheduling tab, you can select or deselect to synch the payable time for a Time-off request with the schedule and you can modify the parameters set in the Validation Message Severities section. To add details each of the tabs in the business unit page, see Add a business unit.
- Click Save.
If a business unit contains management units, you cannot delete it. Before you can delete a business unit, remove any management units associated with it.
To delete a business unit, perform these steps:
- Click Admin.
- Under Workforce Management, click Business Units.
- Click Menu > Workforce Management > Workforce Management Configuration > Business Units.
- Next to the business unit you want to delete, click More .
- From the menu that appears, click Delete.
- Enter the name of the business unit to delete.
- Click OK.
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