Workforce Engagement Management

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  • 1.  Optimising Activity Plans

    Posted 5 days ago

    Hi all,

    We've been using Activity Plans for one of our teams for their off-queue time. However when we combine this with the work plans we've created, we've noticed that there's a lot of periods in the schedules with 15min on-queue.  Having to expect someone to jump on queue for a 15min block isn't desirable.

    In the activity plan, the scheduling activity is 90mins and the Mailboxes they work on is an hour.  (The 1 hour mailbox is mandated, but the scheduling isn't that time dependent)

    What I'd like to know is how can we better plan these shifts so that we don't need to manually adjust all these 15min on-queue blocks.  The easy way would just be to give everyone their own individual workplans, but that kinda defeats the purpose of letting Genesys do it's magic.

    Most of the Workplans look something like this;

    Is it better to rework the activity plans, or is there anything in relation to the work plans that could help?


    Example below;

    More end of day gaps.


    #WFMConfiguration,BestPractices

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    Robert Niblock
    Contact Centre Technology Analyst
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  • 2.  RE: Optimising Activity Plans

    Posted 5 days ago

    Hi @Robert Niblock

    Not sure if this is important or not, but in your work plan do you have Contigous Work Time ticked?


    I believe then the work plan should take into account the minimum and maximum time to be on queue when looking at breaks, meals and off queue time. I am not sure though if that rule applies when the off phone activity is placed via Activty Planner though. 



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    Mike Morris
    Manager - BCD
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  • 3.  RE: Optimising Activity Plans

    Posted 4 days ago

    Hi Mike,

    Thanks for your response.

    I can verify that we have Contiguous enabled.

    I've tried increasing Minimum Contiguous to 2hrs, as it seems periods that are 1hr:45mins create a 15min block.  

    After testing this, then Genesys now plops Activities in the middle and creates more 15min blocks. 😅

    It's almost like Activity Plans needs a feature to snap Off-Queue activities to breaks.  It doesnt look like I can find anything in the Ideas lab, but if anyone from Genesys has any feedback regarding this scenario, I'd be keen to raise an idea for Snap to Breaks for Activity plans.



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    Robert Niblock
    Contact Centre Technology Analyst
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  • 4.  RE: Optimising Activity Plans

    Posted 4 days ago

    For planning specific and regular off-queue or specific work activities, it is best practice to use Work Plan Shift Activities or the new Block Scheduling features. 
    These will ensure that the work/activities are optimised during the schedule generation cycle and respect the other Work Plan constraints like  Contiguous Work Time. 

    When using Activity Plans, you are looking for periods in the schedule where you can schedule additional activities, during interruptible time (on queue or other Activity Codes that are configured as interruptable) while maintaining service prediction between your upper and lower Service Goal Impact configurations

    As a rule of thumb:

    • Activity Plans should be used to plan meetings, training and 1 off events. 
      • These will be added to the schedule at the times that best support Employee availability and Service Goals
    • Work Plans should be used for scheduling known workloads, and regular must have activies.
      • Work Plan activities will be "baked into the schedule" to create an optimised schedule that supports all known workloads, distribution patterns and service levels with the available staff and skill mix.

    Are you able to share more of the details around your use case so that we can best understand your challenge/desired outcome for possible solutions?

    Paul



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    Paul Wood
    WFM Product Manager
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