Workforce Engagement Management

I'm curious what others are doing these days for 2024 PTO Bidding.  I've not done a manual PTO Bid since the late 90's when everyone was in the office and we used paper :)   Curious what you all are doing in post-covid days when our WFM tool doesn't offer a bid function.  Thank you

Hi Tim,

I'll let our wonderful Community members assist you with your question but I would recommend you go to the ideas portal and vote on this idea for Time Off bidding and add your use case to help our Prudct team understand the needs of a variety of customers.

I'm curious what others are doing these days for 2024 PTO Bidding.  I've not done a manual PTO Bid since the late 90's when everyone was in the office and we used paper :)   Curious what you all are doing in post-covid days when our WFM tool doesn't offer a bid function.  Thank you

Hi Tim,

I'll let our wonderful Community members assist you with your question but I would recommend you go to the ideas portal and vote on this idea for Time Off bidding and add your use case to help our Prudct team understand the needs of a variety of customers.

I'm curious what others are doing these days for 2024 PTO Bidding.  I've not done a manual PTO Bid since the late 90's when everyone was in the office and we used paper :)   Curious what you all are doing in post-covid days when our WFM tool doesn't offer a bid function.  Thank you

Hi Tim,

Yes, I will pass that on to our product team.

Hi Tim,

I'll let our wonderful Community members assist you with your question but I would recommend you go to the ideas portal and vote on this idea for Time Off bidding and add your use case to help our Prudct team understand the needs of a variety of customers.

I'm curious what others are doing these days for 2024 PTO Bidding.  I've not done a manual PTO Bid since the late 90's when everyone was in the office and we used paper :)   Curious what you all are doing in post-covid days when our WFM tool doesn't offer a bid function.  Thank you

I'm curious what others are doing these days for 2024 PTO Bidding.  I've not done a manual PTO Bid since the late 90's when everyone was in the office and we used paper :)   Curious what you all are doing in post-covid days when our WFM tool doesn't offer a bid function.  Thank you

  We are doing a manual bid, as we currently see no other option.  We will need to make a Google Form, work the spreadsheet to approve the full-weeks, and then enter the requests in the Genesys, ourselves.  Because we are still not able to place agents in the same MU into different time off groups (AM, MD, PM), we cannot have them enter their requests directly into Genesys as that would take even longer.  When it comes to time off requests as a whole, we can't have our agents use the Full Day feature because 1) we can't see what time of group they should belong to (AM, MD, or PM) and 2) Full day covers the 24-hr period, thus camouflaging exactly what intervals were impacted by the time off.  

In my perfect world:

1. Agents would be assigned a time off group (AM, MD, PM or whatever groups we wanted)
2. Genesys would be able to recognize what days and hours an agent was scheduled to work and time off requests would only cover those periods so if an agent requested a full day, their scheduled hours (and only those scheduled hours) would be covered by the time off activity segment.  If they put in a full week, the days and scheduled hours (and only those days and scheduled hours) would be covered by the time off activity segment.
3. When an agents schedule changes, Genesys would be smart enough to make the adjustment

I'm curious what others are doing these days for 2024 PTO Bidding.  I've not done a manual PTO Bid since the late 90's when everyone was in the office and we used paper :)   Curious what you all are doing in post-covid days when our WFM tool doesn't offer a bid function.  Thank you

  We are doing a manual bid, as we currently see no other option.  We will need to make a Google Form, work the spreadsheet to approve the full-weeks, and then enter the requests in the Genesys, ourselves.  Because we are still not able to place agents in the same MU into different time off groups (AM, MD, PM), we cannot have them enter their requests directly into Genesys as that would take even longer.  When it comes to time off requests as a whole, we can't have our agents use the Full Day feature because 1) we can't see what time of group they should belong to (AM, MD, or PM) and 2) Full day covers the 24-hr period, thus camouflaging exactly what intervals were impacted by the time off.  

In my perfect world:

1. Agents would be assigned a time off group (AM, MD, PM or whatever groups we wanted)
2. Genesys would be able to recognize what days and hours an agent was scheduled to work and time off requests would only cover those periods so if an agent requested a full day, their scheduled hours (and only those scheduled hours) would be covered by the time off activity segment.  If they put in a full week, the days and scheduled hours (and only those days and scheduled hours) would be covered by the time off activity segment.
3. When an agents schedule changes, Genesys would be smart enough to make the adjustment

I'm curious what others are doing these days for 2024 PTO Bidding.  I've not done a manual PTO Bid since the late 90's when everyone was in the office and we used paper :)   Curious what you all are doing in post-covid days when our WFM tool doesn't offer a bid function.  Thank you

Gina, 

There is a time off planning additional feature that is in progress that will help with your #1 item. 

Staffing Groups for Granular Time-off Limits (Planning for Q4 Beta)

• Provide the ability to create a group of agents in more flexible ways beyond using a management unit. Then, manage time-off plans and limits for these groups of agents.
  
  
• Breaking down agents into smaller groups allows for more specific plans and limits to be set for only these agents assigned to the staffing group.

Thanks,
Chuck

  We are doing a manual bid, as we currently see no other option.  We will need to make a Google Form, work the spreadsheet to approve the full-weeks, and then enter the requests in the Genesys, ourselves.  Because we are still not able to place agents in the same MU into different time off groups (AM, MD, PM), we cannot have them enter their requests directly into Genesys as that would take even longer.  When it comes to time off requests as a whole, we can't have our agents use the Full Day feature because 1) we can't see what time of group they should belong to (AM, MD, or PM) and 2) Full day covers the 24-hr period, thus camouflaging exactly what intervals were impacted by the time off.  

In my perfect world:

1. Agents would be assigned a time off group (AM, MD, PM or whatever groups we wanted)
2. Genesys would be able to recognize what days and hours an agent was scheduled to work and time off requests would only cover those periods so if an agent requested a full day, their scheduled hours (and only those scheduled hours) would be covered by the time off activity segment.  If they put in a full week, the days and scheduled hours (and only those days and scheduled hours) would be covered by the time off activity segment.
3. When an agents schedule changes, Genesys would be smart enough to make the adjustment

I'm curious what others are doing these days for 2024 PTO Bidding.  I've not done a manual PTO Bid since the late 90's when everyone was in the office and we used paper :)   Curious what you all are doing in post-covid days when our WFM tool doesn't offer a bid function.  Thank you

@Chuck Swain  Has the Beta sign up been opened?  I have been waiting with bated breath for the Beta to begin.  

Gina, 

There is a time off planning additional feature that is in progress that will help with your #1 item. 

Staffing Groups for Granular Time-off Limits (Planning for Q4 Beta)

• Provide the ability to create a group of agents in more flexible ways beyond using a management unit. Then, manage time-off plans and limits for these groups of agents.
  
  
• Breaking down agents into smaller groups allows for more specific plans and limits to be set for only these agents assigned to the staffing group.

Thanks,
Chuck

  We are doing a manual bid, as we currently see no other option.  We will need to make a Google Form, work the spreadsheet to approve the full-weeks, and then enter the requests in the Genesys, ourselves.  Because we are still not able to place agents in the same MU into different time off groups (AM, MD, PM), we cannot have them enter their requests directly into Genesys as that would take even longer.  When it comes to time off requests as a whole, we can't have our agents use the Full Day feature because 1) we can't see what time of group they should belong to (AM, MD, or PM) and 2) Full day covers the 24-hr period, thus camouflaging exactly what intervals were impacted by the time off.  

In my perfect world:

1. Agents would be assigned a time off group (AM, MD, PM or whatever groups we wanted)
2. Genesys would be able to recognize what days and hours an agent was scheduled to work and time off requests would only cover those periods so if an agent requested a full day, their scheduled hours (and only those scheduled hours) would be covered by the time off activity segment.  If they put in a full week, the days and scheduled hours (and only those days and scheduled hours) would be covered by the time off activity segment.
3. When an agents schedule changes, Genesys would be smart enough to make the adjustment

I'm curious what others are doing these days for 2024 PTO Bidding.  I've not done a manual PTO Bid since the late 90's when everyone was in the office and we used paper :)   Curious what you all are doing in post-covid days when our WFM tool doesn't offer a bid function.  Thank you

I'm curious what others are doing these days for 2024 PTO Bidding.  I've not done a manual PTO Bid since the late 90's when everyone was in the office and we used paper :)   Curious what you all are doing in post-covid days when our WFM tool doesn't offer a bid function.  Thank you

Hi Tim - We moved to strictly first-come-first-serve to be able to use the Gen automation. 

I'm curious what others are doing these days for 2024 PTO Bidding.  I've not done a manual PTO Bid since the late 90's when everyone was in the office and we used paper :)   Curious what you all are doing in post-covid days when our WFM tool doesn't offer a bid function.  Thank you

Hi Tim - We moved to strictly first-come-first-serve to be able to use the Gen automation. 

I'm curious what others are doing these days for 2024 PTO Bidding.  I've not done a manual PTO Bid since the late 90's when everyone was in the office and we used paper :)   Curious what you all are doing in post-covid days when our WFM tool doesn't offer a bid function.  Thank you