Workforce Engagement Management

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  • 1.  Schedule Variance

    Posted 10-30-2024 02:18

    Hi

    Does anyone know if there is a quick/easy way of identifying changes to schedules. For example we 'handover' to the business the week prior. Then during the week changes are made etc by TLs/WFM. I'd like to be able to view variances from a certain date [when the schedules were ready] to the actual day, so we have some data driven visuals to show the business what impacts that have occurred on the day. Hope this makes sense, Thanks


    #Reports

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    Karen Bolton
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  • 2.  RE: Schedule Variance

    Posted 10-31-2024 13:26

    We've done something similar but it's manual. I'd track FTE scheduled at a point in time, then check again a week later to see the difference (showing off-queue time added). I get this info from the schedule info button, on-queue hours. You can also export activities at a point in time, throw in a pivot, and then pull the same at a later point to track differences from all of the activities. 



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    Shannon Hellner
    WFM manager
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  • 3.  RE: Schedule Variance

    Posted 11-01-2024 00:01

    Thanks Shannon. Maybe I have a different version of WFM? I don't think i have a Schedule Info Button? How would you export activities? I like the idea of being able export and put into my own pivot for visual purposes. thanks for your response



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    Karen Bolton
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  • 4.  RE: Schedule Variance
    Best Answer

    Posted 10-31-2024 14:15

    You should be able to use the Audit Viewer, but they don't make it easy to see specifics.  

    What types of changes are being made?  Is it something that can be tracked through the use of specific activity codes?  For example, if an Agent 1:1 is preplanned, the activity code is "Agent 1:1".  If it an adhoc thing the leader does, it is "COACH".  Certain Activity codes are only used for events that happen after the schedule handoff, which makes spotting the differences easier if you went with manually tracking. 



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    Gina Palmer
    Manager, Workforce Management
    Papa, Inc.
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  • 5.  RE: Schedule Variance

    Posted 11-01-2024 00:03

    Hi Gina, thanks for your response. We do have Planned vs Unplanned codes, however our team leads dont always use these correctly so it can hard to track, that's why I wondered if there's a way to view by supervisor it might help me narrow it down. I dont think I have an Audit Viewer option? I've been through all the audit reports and the formats are really hard to easily collate together



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    Karen Bolton
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  • 6.  RE: Schedule Variance

    Posted 11-04-2024 12:22

    @Karen Bolton In answer to your question on how to export activities

    •  open the schedule set in question
    • click on the export button
    • choose "Activities"
    • You are NOT able to filter by activity so it is going to give you everything and you will have to manipulate the report, yourself


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    Gina Palmer
    Manager, Workforce Management
    Papa, Inc.
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  • 7.  RE: Schedule Variance

    Posted 11-04-2024 19:34

    Hi Gina,

    thanks for your reply, your screenshot confirms we have a different version unfortunately



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    Karen Bolton
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