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  • 1.  How are preferences granted with the schedule preferences?

    Posted 09-04-2014 23:23
    We are looking into using Schedule Preferences for some of our staff but are having a hard time explaining how the preferences are allocated. We plan on running the schedules with "none' chosen as the emphasis and the min and max fulfillment at 100%. The main questions that we are having a hard time answering before we start using them are as follows:
    • If an agent enters in availability as 700am-1100pm with Sat/Sun off, how will the system decide which schedule to give that agent?
    • If we use the parameters above for fulfillment, will the system just automatically grant all agents 100% of their preferences and not look at the calculated staffing, thus causing an overstaffing and understaffing issue?
    Does anybody have any experience with running preferences without using an emphasis?

    Thanks,
    Theresa


  • 2.  RE: How are preferences granted with the schedule preferences?

    Posted 09-05-2014 17:18
    By default preferences are assigned based on seniority... and seniority is determined by Hire Date (if ranks are not assigned)

    If Ranks are assigned than preferences are given according to Ranks.


  • 3.  RE: How are preferences granted with the schedule preferences?

    Posted 09-05-2014 17:54
    Thank you!


  • 4.  RE: How are preferences granted with the schedule preferences?

    Posted 09-26-2014 18:08
    Theresa,

    Ranks can also be used as a tie-breaker for Seniority when multiple agents have the same hire date.
    Also, you have to option of having it assign Preferences completely randomly.