Track licenses

Licensed users

Licensed persons are either imported from the CRM or manually added to Fullcast and meet one of the following criteria:

• Have active, inactive, or future assignments

• Have person level target in team design

• Are round robin participants in a routing policy

• Are a default user in a routing policy

Note

• A person can consume a license in Fullcast without having a log in or accessing the system directly.

• Tenant admins do not consume a license unless they meet the licensing criteria.

View the number of licenses

1. Go to Settings > Tenant Settings.

2. Under Licenses, view the following:

   1. Purchased Licenses: The total number of licenses purchased.

   2. Number of licensed Users: The total number of people consuming a license.

      

3. Click Licenses Report to download a CSV report with details regarding licensed people.

Manage licenses best practice

These are recommended processes to manage licenses in Fullcast.

Apply a filter on the import job

If there are groups of people that do not need to be imported into Fullcast, you can apply a filter on the import job.

• For standard import jobs: Add filters in the Entities & Fields settings.

• For custom import jobs: Contact your CSM with the requirements and product support can update the filter.

Use the People Details panel

When the details panel is enabled for people,  the name in the Employees table becomes a link that opens details for that specific person. The details panel will display any assignments or targets a person is assigned.

Use this information to determine how a person is licensed in Fullcast.

Use the PeopleState field

PeopleState is a Fullcast generated field that determines a users status within Fullcast. You can use this information to identify which people are consuming a license.

1. Log in to Fullcast.

2. Go to Teams > Team Organization > Employees.

3. In the Employee table, refer to the PeopleState column. The following is a list of the people state types:

   • Empty/Null: A person who is added to Fullcast and active in the CRM.

     Note

     Only people who have an empty PeopleState are licensed, but not every person with the empty/null PeopleState consume a license. The license is determined by the criteria mentioned in the Licensed users section.

   • DELETED: User who was deactivated from the CRM.

     Note

     Deactivated users become unlicensed and the PeopleState will automatically change to DELETED.

   • UNLICENSED: A user who is not licensed in Fullcast.

   • TBH: To be hired—a placeholder for a person that will be hired in the future.

   • TBR: To be replaced—a placeholder for a person who left a position that needs to be replaced.

   • TBT: To be transferred—a placeholder for an internal transfer into a position that was vacated.