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  • 1.  Ability to set Time-Off limits per Planning group (aka per skill)

    Posted 20 days ago

    Dear WFM community!

    Here I want to learn from you what do you think about time-off limits and setting these to secure certain type of work?
    Currently GC WFM allows to restrict time-off per Management Unit or Staffing group.
    Both are static groups, where same agent can not be be member of two different MU or two different Staffing groups.

    For tasks where we need to secure specific service(Planning group), and ensure that not all people will go on vacation same time - I do believe it will be great to have ability set limits also on Planning groups.

    What do you feel about it? Do you treat this as valuable?

    Thanks,
    Best Regards,


    #TimeOff,AbsenceManagement

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    Dmitriy Vakulenko
    WFM Senior Product Manager
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  • 2.  RE: Ability to set Time-Off limits per Planning group (aka per skill)

    Posted 20 days ago

    Hi Dmitriy, totally agree, and this is something we deal with as well!

    The workaround today is building a staffing group filtered by your planning group and applying the time off plan there, but honestly, looking at the Time Off Plan setup, it is obvious that the gap exists. The "Applies To" field only gives you "Management Unit" or "Staffing Group", even though Planning Groups are in the same WFM navigation menu.

    Adding Planning Group as a third option in that selection would be the clean fix. The planning group already knows which agents belong based on route paths and skills, so there is no extra maintenance overhead.

    Definitely worth submitting to the ideas portal if it is not already there!



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    Chris Rodriguez
    Contact Center System Administrator
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  • 3.  RE: Ability to set Time-Off limits per Planning group (aka per skill)

    Posted 18 days ago

    Hi Chris,
    Thanks for your feedback. Talking about workaround - it does not really work like you think.
    Reason is that one agent can be member of several planning groups - but single agent can not be member of more than one Staffing group at the time.
    Did you know about that?



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    Dmitriy Vakulenko
    WFM Senior Product Manager
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  • 4.  RE: Ability to set Time-Off limits per Planning group (aka per skill)

    Posted 18 days ago

    Hi Dmitriy,

    Yes, aware of that. Just to clarify though, the workaround still holds. When building a staffing group you can filter agents by a single planning group which scopes it to exactly the population you want and apply the time off plan there. If an agent belongs to multiple planning groups you can create a staffing group per planning group and apply them all to the same time off plan since the Applies To field supports multiple staffing groups.

    Are you referring to a scenario where an agent sits in multiple planning groups and you want the time off limit to account for their coverage across all of them simultaneously? If so that is a different challenge and would be worth clarifying because that would actually make the case for native planning group support even stronger.

    Either way I agree with the idea. Having planning group as a native option in the time off plan removes the extra step entirely and is a cleaner experience for admins.

    Best Regards,



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    Chris Rodriguez
    Contact Center System Administrator
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  • 5.  RE: Ability to set Time-Off limits per Planning group (aka per skill)
    Best Answer

    Posted 17 days ago

    This can currently be achieved through using more granular Staffing groups or creating Staffing Groups based on the priority of the covered Planning Groups. 
    Under the current architecture of Genesys Cloud Workforce Management, Time Off is managed at the Management Unit level based on the Management Unit components of the Whole Management Unit or selected employee groupings in the form of Staffing Groups.

    If you'd like to see enhancements to these processes, please take a look at the ideas raised over in the ideas lab, where you can add your vote or comment to existing ideas or raise new ones.

    Thanks, 

    Paul



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    Paul Wood
    Genesys - Employees
    WFM Product Manager
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