Working calendar, shifts and attendance rules
Holidays that move follow-ups, shifts that make "late" meaningful, and what counts as a full day.
再生を押したときにだけ、プレーヤーが YouTube から読み込まれます。
Step by step
After this video your working calendar, shifts and attendance rules are set, so follow-ups skip holidays, late and absent days mean something, and a full day is defined by time worked.
- 1
Set the working week
Settings → Working days & holidays. Choose the day the week starts on and tick your working days.
- 2
Add the holidays
Add a holiday with its date and, if you like, a name. Holidays are kept per financial year, so each year gets its own list. Import sheet takes a sheet with Date and Holiday columns, and Download template gives you one to fill in.
- 3
Carry the list into next year
Carry forward to next year copies this year’s holidays onto the same calendar dates. Adjust the ones that move each year afterwards.
- 4
How holidays move follow-ups
Follow-ups scheduled on a holiday move to the next working day, so nobody comes back to a pile of callbacks that fell due while the office was closed.
- 5
Decide whether calling is allowed on holidays
With Allow calling on holidays off, agents cannot dial from the app on a holiday. Any single day can be turned back on in the list, which helps when one team works through a festival.
- 6
Create a shift
Team → Shifts → Add shift. Give it a name, the time it Starts and Ends, a Grace in minutes and its working days. Leave the time zone empty to use the organisation’s. Assign it to teams, or to people directly; a direct assignment wins over a team’s shift.
- 7
What a shift makes possible
A check-in after the start plus the grace counts as late, a check-out before the end counts as leaving early, and a scheduled day with no check-in is marked absent. Without a shift, attendance still records check-ins but cannot flag late or absent days.
- 8
Define a full day and a half day
Attendance in the sidebar → Attendance settings. Full day from and Half day from are minutes worked, on-site time minus breaks. Below the half-day mark the day counts as absent; between the two it is a half day.
Tips
- Financial year starts in sets the month each holiday list begins, such as April in India and the UK, or January in most other countries.
- Check-in and check-out reminders are sent when someone has not checked in after their shift starts, or is still checked in after it ends.
Learn more
How this part of LumaKol works, and who it is for.
More from パート 2 — 運用する
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- 12Masked numbers, recordings and exports4:39
- 13Notes, reminders and voice memos3:15
- 14Lead capture forms4:25
- 15API keys and webhooks5:11
- 17Notifications, and the four you cannot mute3:51
- 18Build a morning call list with filters4:24
- 19Your profile, language and sessions3:49
- 20Follow-ups in Google, Apple or Outlook5:45
- 21Power Dialer: call a whole list from your phone1:42
- 22Power Dialer for teams: keep callers dialling1:44
すべての通話を記録するCRMをチームに
ワークスペースを設定して、その日のうちに通話の記録を始めましょう。
- カード不要
- 発信しない管理者は3名まで無料
- 自分のSIMから発信