Workforce Engagement Management

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  • 1.  Staffing Groups Use Cases

    Posted 10-11-2024 13:28

    Hi there,

    I'm looking for more information on Staffing Groups. I know how to set them up/delete them, but I haven't found  what I'm looking for in the Resource Center nor Genesys Beyond. 

    What are some use cases for Staffing Groups? What do you use it for? What CAN'T it do? 

    Before reaching out to our architect team to open up permissions to my team, I'd like to see if it's something my team would/could/should use. 

    Is this functionality only used for time off plans? Does it do anything in the Scheduler?

    Thank you!


    #Configuration
    #WorkforceManagement
    #Other/NotSure
    #GeneralQuestion

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    Jacqueline Turner
    Workflow Coordinator
    NYCM Insurance
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  • 2.  RE: Staffing Groups Use Cases

    Posted 10-13-2024 18:25

    You are correct that staffing groups are just used for time off plans. It gives you more granularity in time off allocation within a management unit. One of our use cases is that we have a subset of staff that work the graveyard shift. Without staff groups it meant that we couldn't allow auto approval of rec leave as all graveyard staff could apply for leave on the same day and be approved due to the overall management unit limits available. With staffing groups we are able to allocate the graveyard team their own limits without the risk of being understaffed. 

    For your architect team, there is no risk or negative impacts of giving your team the permissions so I'd say its worth asking for, even if you don't plan to immediately use it. 



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    Michael Ball
    Smart Service Queensland
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    Original Message


  • 3.  RE: Staffing Groups Use Cases

    GENESYS
    Posted 10-14-2024 09:07

    Hi Jacqueline, Beyond plans on having a recorded webinar on Staffing Groups soon. Once it's available, we will make sure to post the link on the Community. 



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    Melissa Talamonti-Clark
    Genesys - Employees
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    Original Message


  • 4.  RE: Staffing Groups Use Cases

    GENESYS
    Posted 10-14-2024 09:17
      |   view attached

    Hi Jacqueline, 

    As Melissa mentioned, there will be a webinar that will help you see the functionality. I'm also attaching a 'how-to' document we shared when the feature was in beta. This will help you get a glimpse of what the feature does. 



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    Damaris Scott
    Genesys - Employees
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    Attachment(s)

    pdf
    Staffing Groups How To - For GA.pdf   1.64 MB 1 version
    Original Message


  • 5.  RE: Staffing Groups Use Cases

    Posted 10-22-2024 16:13

    Hi Jacqueline - We use it to break out PTO allotments for smaller groups that live in one MU. For example, we have some email agents and voice agents mixed in one MU. We use staffing groups to allot the total PTO hours out between the two groups, so one area isn't taking too much and creating staffing risk. 



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    Shannon Hellner
    WFM manager
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    Original Message


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