Workforce Engagement Management

 View Only

Sign Up

  • 1.  Questions about Activity Plans

    Posted 20 days ago

    When creating an Activity Plan, I have set the recurrence to "every 2 weeks" on a fixed day, but the generated sessions sometimes fall on the wrong week or skip weeks entirely. I have confirmed that the Session Availability window is correctly configured and that there are no time-off or other fixed activities conflicting with the scheduled time. Even when using "Favor scheduling all attendees" to ignore service goal impacts, the recurrence pattern is not respected and some weeks return no sessions at all.

    The issue becomes more puzzling when I delete a published schedule and regenerate it. Some sessions that were previously missing appear, but others are randomly dropped. I have checked the Occurrence Violations and Warning indicators, but they do not explain why the recurrence logic itself is failing to follow a simple biweekly cadence. The documentation states that recurrence settings should work as configured, so I am trying to understand what underlying scheduling constraint could override a fixed recurrence pattern.

    I have also noticed that the ability to edit recurrence settings after creating an Activity Plan is grayed out, even though the documentation suggests it should be editable for future sessions. When I asked about this, I was told there is a known bug around fixed Session Availability that causes Activity Plans to return no sessions, but my issue involves random recurrence failures even when sessions are generated. Could there be a broader scheduling engine limitation where Activity Plans are deprioritized during schedule generation, causing recurrence to be overridden by work plan constraints or forecast predictions?

    If the system is "layering" Activity Plans on top of Work Plans during generation, and prioritizing service goals even when "Favor scheduling all attendees" is selected, then what is the exact logic that determines when a recurrence is honored versus when it is silently ignored? Is there a way to force an Activity Plan to schedule at a fixed time regardless of all other constraints, or is the only reliable method to use Work Plan Activities or manual bulk scheduling for mandatory fixed-time events?


    #WFMConfiguration,BestPractices

    ------------------------------
    Julia Leite
    na
    ------------------------------


  • 2.  RE: Questions about Activity Plans

    Posted 20 days ago
    The behavior you are experiencing with Activity Plan recurrences is not a simple configuration error, but rather a consequence of several known platform limitations and specific design choices within Genesys Cloud's Workforce Management scheduling engine. Your observations regarding sessions falling on the wrong week, sessions being randomly dropped, and the recurrence edit option being grayed out are all documented issues that other administrators have encountered. Let me address each of these points in detail.
     
    The inconsistent biweekly recurrence you are seeing, where sessions skip to the third week or disappear entirely, is a known issue that has been confirmed by the Genesys Cloud Workforce Management Product Manager . The recurrence logic is heavily dependent on the schedule generation window length. For recurrences longer than one week, such as your two-week cadence, the schedule generation window must match the recurrence period. If you generate schedules in smaller weekly chunks, the system will plan all sessions within the first week and then no more sessions will be generated until the next recurrence period begins . This explains why some weeks return no sessions at all, even when your Session Availability window appears correctly configured.
     
    The issue of sessions being randomly dropped when you delete a published schedule and regenerate it is also a well-documented limitation. During a rerun, the system does not change already suggested occurrences or sessions; it only includes unscheduled or new attendees into existing sessions or creates new sessions based on the configuration . If you delete a published schedule but an Activity Plan occurrence for that period still exists, the system may skip that Activity Plan because it detects a conflict from the existing occurrence . This can cause the seemingly random behavior of some sessions appearing and others disappearing.
     
    Regarding the recurrence edit option being grayed out, this is not a bug but a known limitation that has been raised with the documentation team for clarification . The recommended workaround is to create a copy of the Activity Plan, make the necessary changes to the copy, and then deactivate the original . This is the officially suggested approach for modifying recurrence settings after a plan has been created.
     
    The broader scheduling engine behavior you are questioning is accurate: Activity Plans are indeed "layered on top" of Work Plans during schedule generation . The system solves for the best outcome across all constraints simultaneously, with Work Plan constraints taking priority since shifts must adhere to those requirements. Activity Plans can only schedule sessions during "on queue" time or activities marked as "Is interruptible" . Even when "Favor scheduling all attendees" is selected, the system will still search for the best possible time while respecting service goals as much as possible, which can result in greatly reduced service goal predictions . The "Favor scheduling all attendees" setting does not force scheduling regardless of all constraints; it simply prioritizes finding sessions over maintaining service goal compliance, but other factors like minimum/maximum group sizes, facilitator availability, and shift scheduling still apply .
     
    To force an Activity Plan to schedule at a fixed time, the most reliable approach is to use the Session Availability constraints to narrow the search period to a specific day and time window, combined with "Favor scheduling all attendees" . However, even this approach has limitations; it will not schedule sessions outside of an agent's shift or over uninterruptible activities . For truly mandatory fixed-time events that must happen regardless of schedule constraints, Work Plan Activities are the more reliable method, as they are built directly into the work plan rotation . Alternatively, manual bulk scheduling for events that cannot be accommodated through either method remains a viable fallback approach .


    ------------------------------
    Camila Meneghini
    ------------------------------



  • 3.  RE: Questions about Activity Plans
    Best Answer

    Posted 16 days ago
    Edited by Jason Kleitz 15 days ago

    Hey @Julia Leite,

    Thanks for raising this. Without seeing the Activity Plan configuration, schedule generation settings and the resulting schedules, it's difficult to say with confidence what's driving the behaviour. If you're happy to share those details (with any personal info redacted of course), I'm happy to take a closer look. 

    A few general points that may help understand how Activity Plans function:

    • Activity Plans behave differently depending on whether they're scheduling during schedule generation or against an already published schedule. During schedule generation, the optimiser has significantly more flexibility because it is solving the schedule as a whole, whereas published schedules already have constraints applied.
    • The recurrence pattern itself is expected to be honoured. The recurrence cadence isn't editable after creation by design, as it defines the occurrence pattern used by the scheduling engine. You can extend the recurrence window (for example, by changing the end date), but not change the recurrence interval.
    • Activity Plans are optimisation based. An agent who appears available may still not be selected because the engine is balancing multiple constraints, not just availability. Without reviewing the specific configuration, it's difficult to determine which constraint is influencing the outcome in your case.
    • If your requirement is a strictly fixed day and time, Activity Plans may not be the best fit. Their purpose is to automatically place activities within an allowed time window while minimising impact to service goals. If the activity must always occur at a specific day and time, Work Plan Activities are generally the more appropriate feature, as they're designed for structured, fixed-time events. If you're OK with some flexibility on those appointments however Activity Plans can still be a great fit.

    If you can share the Activity Plan configuration and some examples of the expected versus actual schedule, we can help determine whether you're seeing expected optimisation behaviour or something that warrants further investigation.

    Cheers,



    ------------------------------
    Paul Turner
    Senior Product Manager
    Genesys - Employees
    ------------------------------