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  • 1.  Auto-Assignment of Evaluations via Policy

    Posted 29 days ago

    Hello - 

    I have set up a policy to allow Genesys Cloud to auto assign evaluations, however it doesn't seem to be working and I am not sure why.  I have combed through the setup and looked in resources, but unless I have missed it, I can't figure out why the evaluations are not getting assigned.  While I am working to set this up, I have chosen a queue and a team that has roughly only 4 agents assigned to it.   Below is a snapshot of the settings in the policy.  Can anyone provide advise or feedback?

    Thanks in advance, 

    Janine Ankney
    Product Manager - Operations


    #QualityEvaluations

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    Janine Ankney
    Product Manager - Operations
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  • 2.  RE: Auto-Assignment of Evaluations via Policy

    Posted 29 days ago

    Below are some of the things you can try to fix and see if policy works. 

    1. Have those agents in the work team handled any calls? and you can also try to remove "Specific Queues" because you already have work team selected and i am assuming it will have the same agents as in the mentioned queues. 
    2. Secondly, you can try to add "Agent connected duration" criteria something like between 2 mins and 10mins just to see if that helps.
    3. Increase quota to 3 -5 per day
    4. Try selecting only 1 direction like inbound only. 

    Good Luck! 



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    suyog gupta
    Principal Management Engineer
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  • 3.  RE: Auto-Assignment of Evaluations via Policy

    Posted 29 days ago

    Is your Policy enabled from the Policy list?  I know if I make one and need to enable it later on, I'll disable it. 

    I'd also check that your evaluators also have the quality evaluator role too.  Lastly if you search in Genesys for Agent Evaluations or go to Quality Management > Agent Evaluations and filter by your work team you should be able to see if they're being generated.



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    Robert Niblock
    Contact Centre Technology Analyst
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