Zendesk WFM product limits

Plan requirement

Subscription Any plan
Also required Workforce Management or Workforce Engagement Management
Access Admin

The limits that shape what you can build: teams, schedules, history and forecast horizon. The reports also stop at yesterday, with no future date.

The figures that shape a decision

History kept 2 years
Scheduling ahead 90 days, and publishing reaches the same 90 days forward and 30 days back
Time off shown One year ahead, 30 days back
Shift length 5 minutes to 24 hours
Roles per person 1
Workstreams in a combined one 10, and a forecast shows 10
Dashboards 10, with 12 widgets each
Recurring tasks Repeat over 12 weeks at most, and the recurrence has to end within 90 days
Schedule import and export A 25 MB CSV in, and 30 days at a time out
Notes on a task 1
Public API 100 requests a second, 100 items a page

Granularity narrows as the window widens, in five bands:

  • A day or less: 15 or 30 minute intervals.
  • Up to 7 days: hourly and daily.
  • Up to 31 days: daily and weekly.
  • Up to 13 weeks: weekly, monthly and quarterly.
  • Up to about 13 months: monthly and quarterly.

The reports also stop at yesterday. Neither the agent activity page nor the agent attendance page lets you pick a future date, and the report date picker will not take today either, so anything about the day in progress has to come from the live pages rather than from a report.

History is the one that bites first

Forecasting works from past volume. A new deployment has none, so early forecasts are poor, and that is expected rather than a fault.

Importing historical volume shortens that period considerably.

Interval granularity matters more than horizon

Half-hourly intervals show the Monday morning peak; daily totals hide it entirely. Since the peak is the reason to forecast at all, granularity is where the value sits.

Teams are a design decision, not a limit

Long before you reach any cap, a structure with twenty teams becomes unmanageable. Build teams around how you schedule people.

Plan the horizon around your rota

If schedules are published a month ahead, the forecast must reach at least that far with confidence. The hard stop is 90 days, so a quarterly rota fits and a half-yearly one does not, whatever anybody has promised.

Ask before committing

If somebody expects year-ahead planning or minute-level tracking, confirm what is possible first. Contact pluscloud support and we will check it against your setup.

See also

Was this article helpful?

0

Still stuck?

Our support team will take a look with you.

Comments

0 comments

Article is closed for comments.