Hi Community,

Today sees the rollout of Genesys Cloud Workforce Management's Monthly Scheduling Constraints release.

Administrators of Workforce Management can now enable Planning periods that respect the length of the calendar month rather than a set number of weeks.

You can enable Monthly Scheduling from within the Management Unit Configuration à Scheduling Tab.

Under the  Planning Period Settings, you can enable Monthly Scheduling and select the month you wish this to take place.

Once enabled you can update Work Plan Configurations to ensure that Monthly schedules respect the organizations upper and lower limits for:

·         Minimum Days Off

·         Maximum Days Off

·         Minimum Paid Hours

·         Maximum Paid Hours

When Monthly Scheduling is enabled for the Management Unit there will be a call out in the title bar of the Work Plan Configurations list view:

When editing the Work Plan Panning Period Constraints we now call out the planning period that is configured for the Management Unit.

While we are not currently supporting per-month values, Monthly minimum and maximum values will work in conjunction with the weekly minimum and maximum values to ensure a fully balanced schedule.

Due to the dynamic number of weeks a monthly schedule will cover, based on the month's start day and length of the month. We have updated the Schedule Generation views and wizard to help manage what dates/weeks need to be scheduled to fulfil a complete scheduled month.

Here are the key changes:

The Schedule list view no longer has the start date column, this has been replaced with the Schedule Period, date range, column:

The Schedule Generation wizard will automatically default to Monthly if any Management Unit within the Business Unit has monthly Scheduling enabled. This will also default to "this month" and the Number of weeks will be automatically calculated.

To help understand what this means in terms of a from and to date we have added the Schedule Period date range to the view so that you know the exact dates that the automation is suggesting.

In the below example you can see that there is already a published schedule up to the 16^th of February, to complete a full monthly schedule for February the automation has suggested a 2-week schedule covering the 17^th of February to the 2^nd/3^rd of March.

When selecting a future month, April, you can see that the automation has suggested:

·         Number of Weeks = 5

·         Schedule Period of 31^st of March to the 5^th of May

The 5 weeks are required as April begins on a Tuesday and ends on a Wednesday

If I had previously published a schedule for March then the week of the 31^st of March would already have been scheduled and the suggested dates for April would have been:

·         Number of Weeks = 4

·         Schedule Period of 7^th of April to the 5^th of May

as the week of the 31^st of march would have been scheduled to balance March.

Top help manage and monitor average daily and weekly hours over the month, or longer periods. We have added 2 new columns to the Agent List section of the Schedule Editor view. When viewing multi week schedules you have the option to display the Average Daily Paid and Average Weekly Paid columns.

I hope you are as excited as we are to see this new release, for more information please visit the Resource Center for the updated documentation.

Paul

work management units

work plans configuration overview

generate a schedule from a forecast

navigate schedule editor

Hi Paul,

Understand that this is a first release for the ability to create monthly schedules. Could you share links to ideas hub for next step developments?

We have a few customers eagerly waiting for this and really want to be able to give them as much information as possible.

Hi Community,

Today sees the rollout of Genesys Cloud Workforce Management's Monthly Scheduling Constraints release.

Administrators of Workforce Management can now enable Planning periods that respect the length of the calendar month rather than a set number of weeks.

You can enable Monthly Scheduling from within the Management Unit Configuration à Scheduling Tab.

Under the  Planning Period Settings, you can enable Monthly Scheduling and select the month you wish this to take place.

Once enabled you can update Work Plan Configurations to ensure that Monthly schedules respect the organizations upper and lower limits for:

·         Minimum Days Off

·         Maximum Days Off

·         Minimum Paid Hours

·         Maximum Paid Hours

When Monthly Scheduling is enabled for the Management Unit there will be a call out in the title bar of the Work Plan Configurations list view:

When editing the Work Plan Panning Period Constraints we now call out the planning period that is configured for the Management Unit.

While we are not currently supporting per-month values, Monthly minimum and maximum values will work in conjunction with the weekly minimum and maximum values to ensure a fully balanced schedule.

Due to the dynamic number of weeks a monthly schedule will cover, based on the month's start day and length of the month. We have updated the Schedule Generation views and wizard to help manage what dates/weeks need to be scheduled to fulfil a complete scheduled month.

Here are the key changes:

The Schedule list view no longer has the start date column, this has been replaced with the Schedule Period, date range, column:

The Schedule Generation wizard will automatically default to Monthly if any Management Unit within the Business Unit has monthly Scheduling enabled. This will also default to "this month" and the Number of weeks will be automatically calculated.

To help understand what this means in terms of a from and to date we have added the Schedule Period date range to the view so that you know the exact dates that the automation is suggesting.

In the below example you can see that there is already a published schedule up to the 16^th of February, to complete a full monthly schedule for February the automation has suggested a 2-week schedule covering the 17^th of February to the 2^nd/3^rd of March.

When selecting a future month, April, you can see that the automation has suggested:

·         Number of Weeks = 5

·         Schedule Period of 31^st of March to the 5^th of May

The 5 weeks are required as April begins on a Tuesday and ends on a Wednesday

If I had previously published a schedule for March then the week of the 31^st of March would already have been scheduled and the suggested dates for April would have been:

·         Number of Weeks = 4

·         Schedule Period of 7^th of April to the 5^th of May

as the week of the 31^st of march would have been scheduled to balance March.

Top help manage and monitor average daily and weekly hours over the month, or longer periods. We have added 2 new columns to the Agent List section of the Schedule Editor view. When viewing multi week schedules you have the option to display the Average Daily Paid and Average Weekly Paid columns.

I hope you are as excited as we are to see this new release, for more information please visit the Resource Center for the updated documentation.

Paul

work management units

work plans configuration overview

generate a schedule from a forecast

navigate schedule editor

Hi Jonas, 

I'd encourage all users to search the ideas portal for ideas covering their specific use case or challenge and add to the commentary of those ideas to help us prioritise future developments, or create new ideas based on the current release and the challenges that they would like to see addressed in the future.

Do you have any specific details or use cases the recent release does not cover?

You can view up-to-date details on the Scheduling roadmap projects on the Ideas Portal RoadMap

Paul

Hi Paul,

Understand that this is a first release for the ability to create monthly schedules. Could you share links to ideas hub for next step developments?

We have a few customers eagerly waiting for this and really want to be able to give them as much information as possible.

Hi Community,

Today sees the rollout of Genesys Cloud Workforce Management's Monthly Scheduling Constraints release.

Administrators of Workforce Management can now enable Planning periods that respect the length of the calendar month rather than a set number of weeks.

You can enable Monthly Scheduling from within the Management Unit Configuration à Scheduling Tab.

Under the  Planning Period Settings, you can enable Monthly Scheduling and select the month you wish this to take place.

Once enabled you can update Work Plan Configurations to ensure that Monthly schedules respect the organizations upper and lower limits for:

·         Minimum Days Off

·         Maximum Days Off

·         Minimum Paid Hours

·         Maximum Paid Hours

When Monthly Scheduling is enabled for the Management Unit there will be a call out in the title bar of the Work Plan Configurations list view:

When editing the Work Plan Panning Period Constraints we now call out the planning period that is configured for the Management Unit.

While we are not currently supporting per-month values, Monthly minimum and maximum values will work in conjunction with the weekly minimum and maximum values to ensure a fully balanced schedule.

Due to the dynamic number of weeks a monthly schedule will cover, based on the month's start day and length of the month. We have updated the Schedule Generation views and wizard to help manage what dates/weeks need to be scheduled to fulfil a complete scheduled month.

Here are the key changes:

The Schedule list view no longer has the start date column, this has been replaced with the Schedule Period, date range, column:

The Schedule Generation wizard will automatically default to Monthly if any Management Unit within the Business Unit has monthly Scheduling enabled. This will also default to "this month" and the Number of weeks will be automatically calculated.

To help understand what this means in terms of a from and to date we have added the Schedule Period date range to the view so that you know the exact dates that the automation is suggesting.

In the below example you can see that there is already a published schedule up to the 16^th of February, to complete a full monthly schedule for February the automation has suggested a 2-week schedule covering the 17^th of February to the 2^nd/3^rd of March.

When selecting a future month, April, you can see that the automation has suggested:

·         Number of Weeks = 5

·         Schedule Period of 31^st of March to the 5^th of May

The 5 weeks are required as April begins on a Tuesday and ends on a Wednesday

If I had previously published a schedule for March then the week of the 31^st of March would already have been scheduled and the suggested dates for April would have been:

·         Number of Weeks = 4

·         Schedule Period of 7^th of April to the 5^th of May

as the week of the 31^st of march would have been scheduled to balance March.

Top help manage and monitor average daily and weekly hours over the month, or longer periods. We have added 2 new columns to the Agent List section of the Schedule Editor view. When viewing multi week schedules you have the option to display the Average Daily Paid and Average Weekly Paid columns.

I hope you are as excited as we are to see this new release, for more information please visit the Resource Center for the updated documentation.

Paul

work management units

work plans configuration overview

generate a schedule from a forecast

navigate schedule editor

Hi Paul,

The original idea, now marked as 'Delivered', described the ability to create monthly schedules: https://genesyscloud.ideas.aha.io/ideas/WEM-I-90

The product management edit mentions the following:
"For the first phase of the Monthly scheduling, we will create the concept of a Monthly Planning period." 

I want to learn about the next phases for the ability to create monthly scheduling. Can't find information about this on the roadmap and can't find any ideas for the next phases either. Can you help?

Hi Jonas, 

I'd encourage all users to search the ideas portal for ideas covering their specific use case or challenge and add to the commentary of those ideas to help us prioritise future developments, or create new ideas based on the current release and the challenges that they would like to see addressed in the future.

Do you have any specific details or use cases the recent release does not cover?

You can view up-to-date details on the Scheduling roadmap projects on the Ideas Portal RoadMap

Paul

Hi Paul,

Understand that this is a first release for the ability to create monthly schedules. Could you share links to ideas hub for next step developments?

We have a few customers eagerly waiting for this and really want to be able to give them as much information as possible.

Hi Community,

Today sees the rollout of Genesys Cloud Workforce Management's Monthly Scheduling Constraints release.

Administrators of Workforce Management can now enable Planning periods that respect the length of the calendar month rather than a set number of weeks.

You can enable Monthly Scheduling from within the Management Unit Configuration à Scheduling Tab.

Under the  Planning Period Settings, you can enable Monthly Scheduling and select the month you wish this to take place.

Once enabled you can update Work Plan Configurations to ensure that Monthly schedules respect the organizations upper and lower limits for:

·         Minimum Days Off

·         Maximum Days Off

·         Minimum Paid Hours

·         Maximum Paid Hours

When Monthly Scheduling is enabled for the Management Unit there will be a call out in the title bar of the Work Plan Configurations list view:

When editing the Work Plan Panning Period Constraints we now call out the planning period that is configured for the Management Unit.

While we are not currently supporting per-month values, Monthly minimum and maximum values will work in conjunction with the weekly minimum and maximum values to ensure a fully balanced schedule.

Due to the dynamic number of weeks a monthly schedule will cover, based on the month's start day and length of the month. We have updated the Schedule Generation views and wizard to help manage what dates/weeks need to be scheduled to fulfil a complete scheduled month.

Here are the key changes:

The Schedule list view no longer has the start date column, this has been replaced with the Schedule Period, date range, column:

The Schedule Generation wizard will automatically default to Monthly if any Management Unit within the Business Unit has monthly Scheduling enabled. This will also default to "this month" and the Number of weeks will be automatically calculated.

To help understand what this means in terms of a from and to date we have added the Schedule Period date range to the view so that you know the exact dates that the automation is suggesting.

In the below example you can see that there is already a published schedule up to the 16^th of February, to complete a full monthly schedule for February the automation has suggested a 2-week schedule covering the 17^th of February to the 2^nd/3^rd of March.

When selecting a future month, April, you can see that the automation has suggested:

·         Number of Weeks = 5

·         Schedule Period of 31^st of March to the 5^th of May

The 5 weeks are required as April begins on a Tuesday and ends on a Wednesday

If I had previously published a schedule for March then the week of the 31^st of March would already have been scheduled and the suggested dates for April would have been:

·         Number of Weeks = 4

·         Schedule Period of 7^th of April to the 5^th of May

as the week of the 31^st of march would have been scheduled to balance March.

Top help manage and monitor average daily and weekly hours over the month, or longer periods. We have added 2 new columns to the Agent List section of the Schedule Editor view. When viewing multi week schedules you have the option to display the Average Daily Paid and Average Weekly Paid columns.

I hope you are as excited as we are to see this new release, for more information please visit the Resource Center for the updated documentation.

Paul

work management units

work plans configuration overview

generate a schedule from a forecast

navigate schedule editor

Hi Jonas,

with a full roadmap planned for the rest of the year, we have not yet determined exactly what the next phase will include. 
Following an initial release, we like to give time for the new feature to be adopted and for specific feedback to be provided. This along with registered ideas and votes helps us understand what will deliver benefits for the users and enhance the current feature set.

Do you have any specific use cases/challenges that the initial release isn't addressing?

Hi Paul,

The original idea, now marked as 'Delivered', described the ability to create monthly schedules: https://genesyscloud.ideas.aha.io/ideas/WEM-I-90

The product management edit mentions the following:
"For the first phase of the Monthly scheduling, we will create the concept of a Monthly Planning period." 

I want to learn about the next phases for the ability to create monthly scheduling. Can't find information about this on the roadmap and can't find any ideas for the next phases either. Can you help?

Hi Jonas, 

I'd encourage all users to search the ideas portal for ideas covering their specific use case or challenge and add to the commentary of those ideas to help us prioritise future developments, or create new ideas based on the current release and the challenges that they would like to see addressed in the future.

Do you have any specific details or use cases the recent release does not cover?

You can view up-to-date details on the Scheduling roadmap projects on the Ideas Portal RoadMap

Paul

Hi Paul,

Understand that this is a first release for the ability to create monthly schedules. Could you share links to ideas hub for next step developments?

We have a few customers eagerly waiting for this and really want to be able to give them as much information as possible.

Hi Community,

Today sees the rollout of Genesys Cloud Workforce Management's Monthly Scheduling Constraints release.

Administrators of Workforce Management can now enable Planning periods that respect the length of the calendar month rather than a set number of weeks.

You can enable Monthly Scheduling from within the Management Unit Configuration à Scheduling Tab.

Under the  Planning Period Settings, you can enable Monthly Scheduling and select the month you wish this to take place.

Once enabled you can update Work Plan Configurations to ensure that Monthly schedules respect the organizations upper and lower limits for:

·         Minimum Days Off

·         Maximum Days Off

·         Minimum Paid Hours

·         Maximum Paid Hours

When Monthly Scheduling is enabled for the Management Unit there will be a call out in the title bar of the Work Plan Configurations list view:

When editing the Work Plan Panning Period Constraints we now call out the planning period that is configured for the Management Unit.

While we are not currently supporting per-month values, Monthly minimum and maximum values will work in conjunction with the weekly minimum and maximum values to ensure a fully balanced schedule.

Due to the dynamic number of weeks a monthly schedule will cover, based on the month's start day and length of the month. We have updated the Schedule Generation views and wizard to help manage what dates/weeks need to be scheduled to fulfil a complete scheduled month.

Here are the key changes:

The Schedule list view no longer has the start date column, this has been replaced with the Schedule Period, date range, column:

The Schedule Generation wizard will automatically default to Monthly if any Management Unit within the Business Unit has monthly Scheduling enabled. This will also default to "this month" and the Number of weeks will be automatically calculated.

To help understand what this means in terms of a from and to date we have added the Schedule Period date range to the view so that you know the exact dates that the automation is suggesting.

In the below example you can see that there is already a published schedule up to the 16^th of February, to complete a full monthly schedule for February the automation has suggested a 2-week schedule covering the 17^th of February to the 2^nd/3^rd of March.

When selecting a future month, April, you can see that the automation has suggested:

·         Number of Weeks = 5

·         Schedule Period of 31^st of March to the 5^th of May

The 5 weeks are required as April begins on a Tuesday and ends on a Wednesday

If I had previously published a schedule for March then the week of the 31^st of March would already have been scheduled and the suggested dates for April would have been:

·         Number of Weeks = 4

·         Schedule Period of 7^th of April to the 5^th of May

as the week of the 31^st of march would have been scheduled to balance March.

Top help manage and monitor average daily and weekly hours over the month, or longer periods. We have added 2 new columns to the Agent List section of the Schedule Editor view. When viewing multi week schedules you have the option to display the Average Daily Paid and Average Weekly Paid columns.

I hope you are as excited as we are to see this new release, for more information please visit the Resource Center for the updated documentation.

Paul

work management units

work plans configuration overview

generate a schedule from a forecast

navigate schedule editor

Hi Paul,

What our customers are requesting, is the simple ability to create schedules starting the 1st of a month, ending on the last date of a month. Unfortunately this is still not possible. Throughout Europe, scheduling monthly is normal practice and most common, not weekly.

I do acknowledge that I can schedule several weeks in advance, that way accommodating for monthly scheduling, but it is seen as a bad workaround for customers, who wants to schedule agents one month at a time.

Hi Jonas,

with a full roadmap planned for the rest of the year, we have not yet determined exactly what the next phase will include. 
Following an initial release, we like to give time for the new feature to be adopted and for specific feedback to be provided. This along with registered ideas and votes helps us understand what will deliver benefits for the users and enhance the current feature set.

Do you have any specific use cases/challenges that the initial release isn't addressing?

Hi Paul,

The original idea, now marked as 'Delivered', described the ability to create monthly schedules: https://genesyscloud.ideas.aha.io/ideas/WEM-I-90

The product management edit mentions the following:
"For the first phase of the Monthly scheduling, we will create the concept of a Monthly Planning period." 

I want to learn about the next phases for the ability to create monthly scheduling. Can't find information about this on the roadmap and can't find any ideas for the next phases either. Can you help?

Hi Jonas, 

I'd encourage all users to search the ideas portal for ideas covering their specific use case or challenge and add to the commentary of those ideas to help us prioritise future developments, or create new ideas based on the current release and the challenges that they would like to see addressed in the future.

Do you have any specific details or use cases the recent release does not cover?

You can view up-to-date details on the Scheduling roadmap projects on the Ideas Portal RoadMap

Paul

Hi Paul,

Understand that this is a first release for the ability to create monthly schedules. Could you share links to ideas hub for next step developments?

We have a few customers eagerly waiting for this and really want to be able to give them as much information as possible.

Hi Community,

Today sees the rollout of Genesys Cloud Workforce Management's Monthly Scheduling Constraints release.

Administrators of Workforce Management can now enable Planning periods that respect the length of the calendar month rather than a set number of weeks.

You can enable Monthly Scheduling from within the Management Unit Configuration à Scheduling Tab.

Under the  Planning Period Settings, you can enable Monthly Scheduling and select the month you wish this to take place.

Once enabled you can update Work Plan Configurations to ensure that Monthly schedules respect the organizations upper and lower limits for:

·         Minimum Days Off

·         Maximum Days Off

·         Minimum Paid Hours

·         Maximum Paid Hours

When Monthly Scheduling is enabled for the Management Unit there will be a call out in the title bar of the Work Plan Configurations list view:

When editing the Work Plan Panning Period Constraints we now call out the planning period that is configured for the Management Unit.

While we are not currently supporting per-month values, Monthly minimum and maximum values will work in conjunction with the weekly minimum and maximum values to ensure a fully balanced schedule.

Due to the dynamic number of weeks a monthly schedule will cover, based on the month's start day and length of the month. We have updated the Schedule Generation views and wizard to help manage what dates/weeks need to be scheduled to fulfil a complete scheduled month.

Here are the key changes:

The Schedule list view no longer has the start date column, this has been replaced with the Schedule Period, date range, column:

The Schedule Generation wizard will automatically default to Monthly if any Management Unit within the Business Unit has monthly Scheduling enabled. This will also default to "this month" and the Number of weeks will be automatically calculated.

To help understand what this means in terms of a from and to date we have added the Schedule Period date range to the view so that you know the exact dates that the automation is suggesting.

In the below example you can see that there is already a published schedule up to the 16^th of February, to complete a full monthly schedule for February the automation has suggested a 2-week schedule covering the 17^th of February to the 2^nd/3^rd of March.

When selecting a future month, April, you can see that the automation has suggested:

·         Number of Weeks = 5

·         Schedule Period of 31^st of March to the 5^th of May

The 5 weeks are required as April begins on a Tuesday and ends on a Wednesday

If I had previously published a schedule for March then the week of the 31^st of March would already have been scheduled and the suggested dates for April would have been:

·         Number of Weeks = 4

·         Schedule Period of 7^th of April to the 5^th of May

as the week of the 31^st of march would have been scheduled to balance March.

Top help manage and monitor average daily and weekly hours over the month, or longer periods. We have added 2 new columns to the Agent List section of the Schedule Editor view. When viewing multi week schedules you have the option to display the Average Daily Paid and Average Weekly Paid columns.

I hope you are as excited as we are to see this new release, for more information please visit the Resource Center for the updated documentation.

Paul

work management units

work plans configuration overview

generate a schedule from a forecast

navigate schedule editor