To clarify, you hold your sales agents accountable for adherence, but you would like them to be more flexible and able to handle unplanned off-phone activities. If you choose this approach, you might want to hold them more accountable for conformance and use gamification to track their Key Job Activities (KJAs). Based on our business needs, adherence cannot be fluid as we need to schedule all off-phone activities. It is challenging to adjust for unplanned activities.
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Robert Gacula, Manager, Workforce Management Team
American Specialty Health
RobertG@ASHN.com CA, San Diego.
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Original Message:
Sent: 02-18-2025 13:59
From: Andrea Rushfeldt
Subject: Seeking Suggestions to Enable Unplanned Off-Queue Time Without Impacting Adherence
Hello Community!
We are trying to find a way to allow our sales agents to leverage segments of unplanned (unscheduled) off-queue time without negatively impacting their adherence. To my knowledge, there isn't currently a clean way to execute this without sacrificing insight/tracking in some form. Some options that we discussed and the reasons they do not meet our needs are as follows:
1) Code all agents on this team to be Off Queue at all times and configure the Off Queue code to be adherent with Available and Busy statuses. However, this would result in a complete loss of insight into adherence and therefore is not ideal.
2) Provide those agents the access necessary to add these segments to their own schedule via the Coaching Appointment Tool. However, the major limitation here is the inflexibility built into this feature - meaning that agents would be forced to comply with the system-generated date/time suggestions rather than being able to schedule adhoc sessions as needed.
How are other businesses managing off-queue needs for their teams while maintaining insight into critical KPIs?
I look forward to any and all suggestions! Thank you.
#WorkforceManagement
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Andrea Rushfeldt
Resource Enablement Advisor
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