Reallocating Assignments Using the Certinia Staffing Agent

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Customer Success Manager.

Before you complete the steps below, we recommend that you check the prerequisites to split assignments and swap resources on assignments. For more information, see Using Work Planners and Swapping Resources.

To reallocate assignments:

  1. From the org header, click to open the Agentforce panel. Wait for the agent to show a greeting message.
  2. Enter the name of the resource that you want to reallocate assignments for and the date range that the assignments must be covered. For example, enter Anne Brogan is leaving the company next month. Reallocate her work.. The agent shows a plan that includes the details of the resource's assignments for the date range provided in step 1 and the most suitable action, split to a new resource request or swap the resource, for each assignment.
  3. Review the plan details and ask the agent to proceed with the plan.
  4. For the first of the assignments listed in step 2, check the details and confirm the action.
  5. If you confirmed the split to a new resource request in step 4, enter a date to split the assignment. If the assignment is associated with expense reports or timecards, ensure that the date is after the expense report date or the timecard date range. The split date will be the start date of the resource request.
  6. Repeat step 4 for each of the assignments. For each of the assignments to be split, repeat step 5 as well.

When you split an assignment, a draft resource request is created. For information about how the fields on the resource request are populated, see Splitting an Assignment to a New Resource Request. On the assignment, the End Date and Scheduled Hours fields are updated.