How to Show a Login Popup Reminder for HR Agents to Set Availability in HR Agent Workspace

[sreeha]

Hi Everyone,

I had a requirement to display a reminder message for HR agents immediately after login, prompting them to make themselves available in HR Agent Workspace so they can receive HR case assignments.

[Max Dore]

Hi @sreeha, 

If they should all be making themselves available then I would say just automate that part, not making them do it manually. Probably something like a Business Rule that looks at the last_login.

Otherwise I would say to create persistent banner announcements and define user criteria to target only HR agents. You can also control display style, location, and order.

[sreeha]

@Max Dore ,

1. Automating the HR Agent status based on the last_login field can lead to issues. For example, if an HR agent logs in outside of working hours, the system may automatically mark them as available, resulting in HR cases being unintentionally assigned to them. This creates operational challenges.

2. An alternative approach was implemented and works effectively. However, as per the requirement, the agent status should be updated only when the user explicitly clicks the popup Yes or No button. The status change must be reflected specifically in the HR Agent Workspace agent status.

[Max Dore]

Technically you can use schedules while you're also using last_login. But since you need a Yes or No that's now not an option. After hearing the updated requirements, I would argue that best practice in this situation is a training item for your Agents and that customizing this would not be the path forward.