If a user defined period needs to be reopened or adjusted, you can roll it back through the Portal. This allows you to make changes to periods that were previously closed. Please follow the steps below.
Access the WFM Configuration
Log in to the Portal.
Click WFM Admin Dashboard.
Select WFM Configuration.
Open Company Calendar Configuration
Click Company Calendar Configuration.
Click the three dots menu (…) next to the calendar list.
Select View/Edit.
Select and edit the relevant calendar
Choose the relevant calendar from the list.
Click the three dots menu (…) again.
Select View/Edit.
Reopen the user defined period
On the left menu, click User Defined Calendar Period.
Locate the period you want to roll back.
Toggle the option to re-open the period.
🤓 Tip: After rolling back the period, verify any impacted data to ensure consistency