Workforce Engagement Management

 View Only

Sign Up

  • 1.  New Setup - WFM without historical (is possible automatic schedule organization?)

    Posted 10-10-2023 16:51
    Hello everyone,
     
    I'm setting up a new client/org on Genesys Cloud CX - License G3.
    I have approximately 900 agents to configure schedule in WFM. In all the examples I saw, it is possible to create a work plan with a base scale - this scale has time intervals such as meals and breaks. This way the algorithm distributes the agents between those intervals. But I only saw examples and demonstrations when we have Forecast. Is it possible to create a scale with work plans and breaks creating a schedule without forecast?
     
    I didn't find this scenario in documentation, if anyone has any webinar, documentation or similar support, I would appreciate it.

    #Scheduling

    ------------------------------
    Att,
    Breno Canyggia Ferreira Marreco
    ------------------------------


  • 2.  RE: New Setup - WFM without historical (is possible automatic schedule organization?)

    Posted 10-11-2023 05:06

    Hi Breno, 

    yes as a GC3 user this is possible and full details can be found in the below Resource Centre article:

    generate a schedule without a forecast

    As part of this, you can also state your preferred shift length and start time distributions.

    Paul



    ------------------------------
    Paul Wood
    Product Manager for Genesys Cloud Workforce ManagementPaul Wood
    Product Manager for Genesys Cloud Workforce Management
    ------------------------------



  • 3.  RE: New Setup - WFM without historical (is possible automatic schedule organization?)

    Posted 10-16-2023 09:49

    Hi Paul, thank you for your collaboration.

    I tested the documentation generate a schedule without a forecast and created a schedule. But I doesn't have automatic distribution.

    I  created and configured a work plan - for test.

    I created a generated schedule and then the distribution time status was the default, at the same time. The distribution shouldn't be the same.

    I needed an automatic dislocation schedule between users.

    Att,

    Breno Canyggia



    ------------------------------
    Breno Canyggia Ferreira Marreco
    Mutant
    ------------------------------



  • 4.  RE: New Setup - WFM without historical (is possible automatic schedule organization?)

    Posted 10-16-2023 11:13

    Schedule optimization would occur if there was load/staffing requirement. Without that shift/activity start times would not be optimized. We do not fall back to some even or normal distribution for those things. Even in a cold-start scenario you can bootstrap with a forecast import. Once there is a week's worth of actual queue aggregated data, you can start producing forecasts.



    ------------------------------
    Jay Langsford
    VP, R&D
    ------------------------------



  • 5.  RE: New Setup - WFM without historical (is possible automatic schedule organization?)

    Posted 10-16-2023 13:57

    Hi Jay, I understand. Thank you for the explanation, but for the business role I need to start without a forecast (because I don't have data historical) but I need an optimization schedule, It's possible? I have nearly 700 users per example, which reduces the worked team for creating a schedule and configuring manually, changing time status for not conflict interval User A with B... 

    Att,

    Breno Canyggia



    ------------------------------
    Breno Canyggia Ferreira Marreco
    Mutant
    ------------------------------



  • 6.  RE: New Setup - WFM without historical (is possible automatic schedule organization?)
    Best Answer

    Posted 10-16-2023 14:32

    You can bootstrap by creating and importing data that can be used for forecasting (search for Historical Data Import section on the following page). That would be my first suggestion. https://help.mypurecloud.com/articles/about-workforce-management/

    Second and third suggestion would be to either import a resultant forecast (you create something and import as the final forecast) or import source days (again from something you create). https://help.mypurecloud.com/articles/add-a-forecast/

    Bootstrapping in either of the ways I mentioned is pretty commonly done by customers, PS, and partners. 

    Optimization needs load and importing data or manufacturing data is a means to bootstrap.



    ------------------------------
    Jay Langsford
    VP, R&D
    ------------------------------



  • 7.  RE: New Setup - WFM without historical (is possible automatic schedule organization?)

    Posted 10-17-2023 17:09

    Jay, I followed your recommendation below. This was a better solution for me.

    Second and third suggestion would be to either import a resultant forecast (you create something and import as the final forecast) or import source days (again from something you create). https://help.mypurecloud.com/articles/add-a-forecast/

    Thank you for your help!!



    ------------------------------
    Breno Canyggia Ferreira Marreco
    Mutant
    ------------------------------