Workforce Engagement Management

 View Only

Discussion Thread View
Expand all | Collapse all

Scheduling and forecasting for holidays - Open Discussion

  • 1.  Scheduling and forecasting for holidays - Open Discussion

    Posted 09-05-2024 17:07

    Now that we have added all the cool tools like Activity Scheduling, I wanted to start a discussion about how you normally schedule holidays.  I had these ideas:

    1. Activity Scheduling across ALL your agent on a set day
    2. Remove ALL interactions in the forecast for a single day.
    3. Remove all shifts for agents in the Schedule after generation.

    Obviously, there are pluses and minuses to each.  What are others doing to account for full days off for their agents for company holidays?


    #Forecasting
    #Scheduling

    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------


  • 2.  RE: Scheduling and forecasting for holidays - Open Discussion

    GENESYS
    Posted 09-11-2024 06:56

    Excellent post, Robert - let's hope people share their experiences/thoughts!



    ------------------------------
    Tracy
    Genesys
    ------------------------------



  • 3.  RE: Scheduling and forecasting for holidays - Open Discussion

    Posted 09-11-2024 13:00

    My company is new to Genesys, we've been live for 8 weeks now! We have created time off requests for the 6 core holidays for our employees that have been approved so when we generate schedules for the week of the holiday, it will automatically schedule them for Holiday. Thoughts on this approach? 



    ------------------------------
    Laura Callaway
    St. Luke's Health System
    ------------------------------



  • 4.  RE: Scheduling and forecasting for holidays - Open Discussion

    Posted 09-11-2024 13:16

    Novel idea, but doesn't that mean you have to create request for each agent manually?



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 5.  RE: Scheduling and forecasting for holidays - Open Discussion

    Posted 09-11-2024 13:23

    You can add multiple agents to one time-off request as long as it's a day that all of the agents selected normally works.



    ------------------------------
    Laura Callaway
    Application Analyst
    St. Luke's Health System
    ------------------------------



  • 6.  RE: Scheduling and forecasting for holidays - Open Discussion

    Posted 09-12-2024 11:05

    I've also been using time-off requests to schedule holidays for the agents. The one issue I've had to deal with is agents cancelling the request and having to add the time-off back to the schedule.



    ------------------------------
    Victor Ortiz
    Partners Federal Credit Union
    ------------------------------



  • 7.  RE: Scheduling and forecasting for holidays - Open Discussion

    Posted 09-12-2024 11:24

    We've been doing this as well with a custom time off code "Stat Holiday." If you create a custom time off code but don't make it agent selectable, there is a chance that your agents may not be able to see the approved time off in their own time off requests panel.



    ------------------------------
    Andrea Rushfeldt
    ATB Financial
    ------------------------------



  • 8.  RE: Scheduling and forecasting for holidays - Open Discussion

    Posted 09-12-2024 12:48
    Edited by Gene Gutierrez 09-12-2024 12:48

    I have a couple of thoughts on this.

    For our organization, we've been on Genesys Cloud for just about 2 years now, starting in October. For our use case, we generate schedules and then manually go in to remove all schedules and replace them with our custom Time-off activity "Holiday" for the hours of 8-5. It's inconvenient, time-consuming, and frustrating.

    The solution, to me, is a simple one: enable the addition of full-day activities to all agents at once. This is a basic feature that was available in our old on-premises version of Genesys Engage. Another feature that should be implemented is an automatic Holiday calendar, where organizations can input their scheduled holidays for the next year (at minimum) so that a Holiday code can be automatically generated based on the schedule that would have been generated for an agent for that day based on their Work Plan. This would also allow for easier accounting for those with non-standard shifts-in our case, all agents have 8-hour shifts, with a small handful of part-time shifts, etc.

    Holidays are definitely an area where Cloud's scheduling methods fall short, and it's disappointing for a tool with such potential.



    ------------------------------
    Gene Gutierrez | Workforce Coordinator
    Presbyterian Customer Service Center
    Albuquerque, NM
    ------------------------------



  • 9.  RE: Scheduling and forecasting for holidays - Open Discussion

    Posted 09-12-2024 15:29

    We use a similar approach but we just add a full day off to one agent then copy/paste to the rest of the agents in he schedule. Just takes a minute. Helpful shortcut: highlight the row and CTRL+Shift+F to add a full day off. Then CTRL+C and CTRL+V work to copy/paste. Holding Shift or CTRL work for selecting multiple agents like many other interfaces. 



    ------------------------------
    Angela Robinson
    Senior Workforce Management Analyst
    Alcon Vision LLC
    ------------------------------



  • 10.  RE: Scheduling and forecasting for holidays - Open Discussion

    Posted 09-12-2024 15:38

    Yes, that is probably the most efficient way that I can see.  Anyone tried using the Activity Planning to accomplish this across all their agents BEFORE building the schedule.  The Time-off approach would work as well.  I see the problem with the both is lack of hours per week that may be required.  



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 11.  RE: Scheduling and forecasting for holidays - Open Discussion

    GENESYS
    Posted 30 days ago

    Hi Everyone, I understand this is something we don't inherently have today in the app and requires a workaround. However, there is an idea regarding this. Could you all vote on it and add your specific use cases? I very much appreciate all your time in helping us come up with better solutions :)

    https://genesyscloud.ideas.aha.io/ideas/WFMSCH-I-167



    ------------------------------
    Damaris Scott
    Genesys - Employees
    ------------------------------



Need Help finding something?

Check out the Genesys Knowledge Network - your all-in-one access point for Genesys resources