
To select Agents for Evaluation:
- Select Agent Evaluation.
- Select an Evaluator. The evaluator must be a Quality Manager, team leader, cc manager, or supervisor type of user. Only the groups the evaluator can evaluate are displayed.
- The groups that the evaluator are responsible for display in the Groups: list. Click on one or more groups. Clicking on a group displays the agents in the Agents: list on the right. If the required agent is not in the list then check the evaluator's profile in User Manager and see if they have the permission to evaluate the group that the agent is in.
- Select the checkboxes of the agents to be evaluated.
- Agent interactions can be filtered by selecting a Wrapup value, if one is available, and whether the Media Direction: is inbound, outbound or both. The Media Direction: drop-down enables the user to specify whether the evaluation should use INTERNAL or ALL interactions to that agent. The default is BOTH, meaning both inbound and outbound internal and external interactions are sampled.
Important: If usernames or phone extensions are re-allocated, the evaluation period starting in the past may include calls from previous agents that were allocated the same username or extension. Ensure the evaluation starting date is not earlier than that of the agent to be evaluated.