---
title: "Reassign WFM Agents"
slug: "reassign-wfm-agents"
description: "Easily reassign agents in Dialpad WFM to keep teams organized. Learn how to manage individual and multiple agent transfers effectively!"
tags: ["WFM", "Dialpad WFM"]
updated: 2024-12-13T22:42:20Z
published: 2024-12-13T22:42:20Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.dialpad.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reassign WFM Agents

Need to move agents between teams? It’s easy! We’ll help you keep everything organized and ensure everyone’s in the right spot.

You can move agents individually or reassign multiple agents at once.

Let’s dive into the details.

> [!NOTE]
> 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.

## Reassign an agent

To reassign a single agent, head to Dialpad WFM.

1. Select **Settings**
2. Select **Agents**
3. Select the agent ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/reassign-an-agent.png)
4. Navigate to **Team**
5. Select a team on the drop-down ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/choose-team.png)
6. Select **Save agent**

That’s it! You can also change the agent’s skills — this is helpful if their responsibilities will change on the new team.

## Reassign multiple agents

To reassign multiple agents, head to **Dialpad WFM**.

1. Select **Settings**
2. Select **Agents**
3. Navigate to a team
4. Select **Edit team** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/edit-team.png)
5. Under Agents in this team, select the desired agents ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/reassign-agents.png)
  1. Check the box beside their name to assign the agent to the team
  2. Uncheck the box to remove the agent from the team
6. Select **Save Selection**
7. Select **Save**

Any agents removed from the team will be listed under the **Unassigned** section, ready to be reassigned.

> [!NOTE]
> Notes
> 
> Once reassigned, the agent will be added to the schedule, and you’ll see their team-related data in insights and performance pages. Reassigning an agent does not automatically update their shift and activity plans on the new team.

## Reassign agent to a shift plan

Agents can be reassigned to an existing or new Shift Plan.

To reassign agents to a Shift Plan, head to **Dialpad WFM**.

1. Select **Shift plan**
2. Select a shift
3. Select **+ Add agents to plan** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/reassign-shift-plan.png)
4. Select the agents you want to add ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/reassign-agent-shift-plan.png)
5. Select **Add agents**

Once done, select **+ Apply to schedule** to remove any previous shifts for the agent. Remember to **Publish** the schedule updates when you're ready!

> [!NOTE]
> Note
> 
> Adding or removing agents from a [Round Robin](/v1/docs/how-to-use-round-robin-scheduling) will reset the order based on the updated number of agents.

> [!WARNING]
> Tip
> 
> To remove an agent from a Shift Plan, select the Shift Plan, then select the trash can icon beside their name. ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/remove-agent-from-plan.png)

## Reassign to an activity plan

To reassign an agent to another Activity Plan, head to **Schedule** in **Dialpad WFM**.

1. Select **Plans**
2. Select an activity plan
3. Select **Options** (that’s the 3 dots) ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/edit-agent-activity-plan.png)
4. Select **Edit**
5. Select **Agents** drop-down ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/agents-activity-plan.png)
  1. Select the checkbox beside an agent
6. Select **Done**

The agent’s schedule will be created automatically depending on the rules you have set up.

Once done, select **Add to schedule** to apply the plan changes and have your agent start working with the new team. Remember to **Publish** the schedule updates when you're ready!

## Related

- [Scheduling Conflicts](/scheduling-conflicts.md)
- [Scheduling 101](/scheduling-101.md)
- [How to Use Round Robin Scheduling](/how-to-use-round-robin-scheduling.md)
- [Create an Activity Plan](/create-an-activity-plan.md)
- [Edit a shift](/edit-a-shift.md)