Dialpad WFM connects with over 50 different HRIS and calendar clients using iCal links.
An iCal link is a URL that allows one application to view and display calendar data from another application. iCal stands for iCalendar, a computer file format for storing calendar information.
By syncing your team's time off into the schedule, you can:
Get full visibility over your agent's time
Automatically plan around your agent's planned time off and absences.
Monitor shrinkage
Create accurate timesheets for all your agent's time
Let’s dive into the details.
Who can use this
Dialpad WFM is available to all Dialpad users.
Contact your Customer Success Manager to discuss adding Dialpad WFM to your plan.
How to find your iCal link
Your iCal link is specific to your HRIS or calendar client, so you’ll need to locate the unique iCal link associated with your particular system.
We've gathered help articles for the most popular calendar clients used by our customers. Check the links below to find detailed instructions on locating your iCal link for each supported system.
Once you've found your iCal link, copy and paste it into a document so you have it to hand for the next step.
Tip
If your HRIS system is not listed here, we may still be able to support it. Google 'How to find iCal link for [your system]', and you should be able to find a guide.
Add your iCal to Dialpad WFM
To add your iCal to Dialpad WFM:
Navigate to Settings
Navigate to Integrations
Select Time off
Select + Connect calendar
Enter the iCal link, and name the calendar
If you've already added a calendar, select 'add another calendar', then enter your iCal link
Select Connect
That’s it! Dialpad will start syncing your team's time off into the schedule.
iCal data is refreshed every 20 minutes.
Time off keywords
Use time off keywords to match and sync calendar events when adding or editing a calendar.
To add or edit time off keywords, navigate to Dialpad WFM settings.
Select Time off
Choose the calendar, or, select + Connect Calendar to add a new calendar
Navigate to Keywords
To add a keyword, enter the keyword in the text box
To remove a keyword, select the x icon beside it
Select Save
Notes
If you remove a keyword, any past or future events associated with it will be removed during the next calendar sync.
If you add a keyword, any matching past events will be added during the next sync.
Recommended keywords
We recommend adding these keywords to help Dialpad WFM identify time-off events.
time off
holiday
vacation
absences
away
leave
absence
appointment
OOO
substitute day
sickness
sick
maternity
paternity
jury
floater day
substitute
not available
vacaciones
urlaub
Tip
Add as many keywords as you need—there’s no limit!