Integrating Outlook with Zoom Workforce Management for Shift Scheduling

[SXHR]

We are currently configuring Zoom Workforce Management (WFM) to manage phone shift schedules. Our employees use Outlook to block off times when they are unavailable—such as PTO, client meetings, or personal appointments.

We’re looking for a way to integrate Outlook with Zoom so that WFM can automatically schedule phone shifts around each employee’s existing availability in Outlook. Ideally, Zoom would read their calendar availability, assign shifts accordingly, and then push those scheduled shifts back into Outlook.

Has anyone successfully implemented this type of integration? We’re hoping to avoid requiring employees to enter availability in multiple systems and would prefer to keep Outlook as the central tool for managing personal and meeting schedules.
Any insights or best practices would be greatly appreciated!

[Arps]

Hello!

You can use WFM as your source of truth for agents blocking off their calendar.  If you configure activities for agents to add to their schedule they can block things off on their own.  You can build automation tools to auto accept certain schedule change requests, then all of this can get pushed to the outlook calendar the other way.  

There is currently not a way to take the input from outlook into WFM.  

Hope that helps and please make sure to mark the solution as accepted if this information is what you needed.

Thanks! Rick