Hello,

I am enjoying the workplan bid feature. I just have a few questions:

Performance: What is exactly being calculated to count as performance and is it for a particular timeframe? Are we able to customize this further?

For example, a team I support mentioned that they want to have a ranking process for their agents based off of corrective action. If we are not able to customize decision metrics, Can I have a select number of agents (5/10) from a management unit, planning group have their own bidding window, then the remaining 5 agents from the same management unit, planning group have a separate bidding window, both have the same effective date, and generate a schedule. Will creating separate bidding groups for agents in the same unit cause an error when generating a schedule?

Time off requests: If an agent has a full day time off request but changes the shift because of the new bid, once the new schedule is generated, will the time off request automatically sync to their new time?

Hello,

I am enjoying the workplan bid feature. I just have a few questions:

Performance: What is exactly being calculated to count as performance and is it for a particular timeframe? Are we able to customize this further?

For example, a team I support mentioned that they want to have a ranking process for their agents based off of corrective action. If we are not able to customize decision metrics, Can I have a select number of agents (5/10) from a management unit, planning group have their own bidding window, then the remaining 5 agents from the same management unit, planning group have a separate bidding window, both have the same effective date, and generate a schedule. Will creating separate bidding groups for agents in the same unit cause an error when generating a schedule?

Time off requests: If an agent has a full day time off request but changes the shift because of the new bid, once the new schedule is generated, will the time off request automatically sync to their new time?

Hi  Al, 

The performance and custom ranking/tie-breaker metrics are user-imported values to rank the employees in the organisation's preferred order when processing the Work Plan bid and allocating the employees their Work Plan preference.
These currently have to be imported via the workplanbidranks APIs:

• /api/v2/workforcemanagement/users/workplanbidranks/bulk
• /api/v2/workforcemanagement/users/{userId}/workplanbidranks
  • /api/v2/workforcemanagement/users/{userId}/workplanbidranks

For more details on the APIs please take a look at the developer centre API explorer.

You can also use BiD Groups to create sub-sets of employees within the Business Units/Management Units that fulfil different roles ore require different Work Plans and Planning Group configurations.

Paul

Hello,

I am enjoying the workplan bid feature. I just have a few questions:

Performance: What is exactly being calculated to count as performance and is it for a particular timeframe? Are we able to customize this further?

For example, a team I support mentioned that they want to have a ranking process for their agents based off of corrective action. If we are not able to customize decision metrics, Can I have a select number of agents (5/10) from a management unit, planning group have their own bidding window, then the remaining 5 agents from the same management unit, planning group have a separate bidding window, both have the same effective date, and generate a schedule. Will creating separate bidding groups for agents in the same unit cause an error when generating a schedule?

Time off requests: If an agent has a full day time off request but changes the shift because of the new bid, once the new schedule is generated, will the time off request automatically sync to their new time?

Thank you Paul,

My questions is: Can I have a select number of agents (5/10) from a management unit, planning group have their own bidding window, then the remaining 5 agents from the same management unit, planning group have a separate bidding window, both have the same effective date, and generate a schedule. Will creating separate bidding groups for agents in the same unit cause an error when generating a schedule?

Can I have two different bidding windows for the same group of people? 

Hi  Al, 

The performance and custom ranking/tie-breaker metrics are user-imported values to rank the employees in the organisation's preferred order when processing the Work Plan bid and allocating the employees their Work Plan preference.
These currently have to be imported via the workplanbidranks APIs:

• /api/v2/workforcemanagement/users/workplanbidranks/bulk
• /api/v2/workforcemanagement/users/{userId}/workplanbidranks
  • /api/v2/workforcemanagement/users/{userId}/workplanbidranks

For more details on the APIs please take a look at the developer centre API explorer.

You can also use BiD Groups to create sub-sets of employees within the Business Units/Management Units that fulfil different roles ore require different Work Plans and Planning Group configurations.

Paul

Hello,

I am enjoying the workplan bid feature. I just have a few questions:

Performance: What is exactly being calculated to count as performance and is it for a particular timeframe? Are we able to customize this further?

For example, a team I support mentioned that they want to have a ranking process for their agents based off of corrective action. If we are not able to customize decision metrics, Can I have a select number of agents (5/10) from a management unit, planning group have their own bidding window, then the remaining 5 agents from the same management unit, planning group have a separate bidding window, both have the same effective date, and generate a schedule. Will creating separate bidding groups for agents in the same unit cause an error when generating a schedule?

Time off requests: If an agent has a full day time off request but changes the shift because of the new bid, once the new schedule is generated, will the time off request automatically sync to their new time?

No, this is not possible within the same bid and you can't have 2 bids open at the same time.

What is the reason for the 2 bid windows?

When generating a bid all Bid Groups are evaluated at the same time to offer the best combinations of Work Plans per Bid Group to provide optimal coverage for the whole bid.

When allocating the employee's preferred Work Plan each Bid Group is independent of the each other, while respecting the employee ranking preferences.  

Thank you Paul,

My questions is: Can I have a select number of agents (5/10) from a management unit, planning group have their own bidding window, then the remaining 5 agents from the same management unit, planning group have a separate bidding window, both have the same effective date, and generate a schedule. Will creating separate bidding groups for agents in the same unit cause an error when generating a schedule?

Can I have two different bidding windows for the same group of people? 

Hi  Al, 

The performance and custom ranking/tie-breaker metrics are user-imported values to rank the employees in the organisation's preferred order when processing the Work Plan bid and allocating the employees their Work Plan preference.
These currently have to be imported via the workplanbidranks APIs:

• /api/v2/workforcemanagement/users/workplanbidranks/bulk
• /api/v2/workforcemanagement/users/{userId}/workplanbidranks
  • /api/v2/workforcemanagement/users/{userId}/workplanbidranks

For more details on the APIs please take a look at the developer centre API explorer.

You can also use BiD Groups to create sub-sets of employees within the Business Units/Management Units that fulfil different roles ore require different Work Plans and Planning Group configurations.

Paul

Hello,

I am enjoying the workplan bid feature. I just have a few questions:

Performance: What is exactly being calculated to count as performance and is it for a particular timeframe? Are we able to customize this further?

For example, a team I support mentioned that they want to have a ranking process for their agents based off of corrective action. If we are not able to customize decision metrics, Can I have a select number of agents (5/10) from a management unit, planning group have their own bidding window, then the remaining 5 agents from the same management unit, planning group have a separate bidding window, both have the same effective date, and generate a schedule. Will creating separate bidding groups for agents in the same unit cause an error when generating a schedule?

Time off requests: If an agent has a full day time off request but changes the shift because of the new bid, once the new schedule is generated, will the time off request automatically sync to their new time?

The reason is ranking. The group I support want to offer bids to certain agents first based off of corrective action. So they want certain agents in a unit to get priority over others. They dont want to do it based off of performance or hire date. 

Is there any other workaround?

------------------------------
Al Maatouk
na

Original Message:
Sent: 10-25-2024 11:35
From: Paul Wood
Subject: Work Plan Bid

No, this is not possible within the same bid and you can't have 2 bids open at the same time.

What is the reason for the 2 bid windows?

When generating a bid all Bid Groups are evaluated at the same time to offer the best combinations of Work Plans per Bid Group to provide optimal coverage for the whole bid.

When allocating the employee's preferred Work Plan each Bid Group is independent of the each other, while respecting the employee ranking preferences.  

------------------------------
Paul Wood
Product Manager for Genesys Cloud Workforce Management

Original Message:
Sent: 10-25-2024 09:56
From: Al Maatouk
Subject: Work Plan Bid

Thank you Paul,

My questions is: Can I have a select number of agents (5/10) from a management unit, planning group have their own bidding window, then the remaining 5 agents from the same management unit, planning group have a separate bidding window, both have the same effective date, and generate a schedule. Will creating separate bidding groups for agents in the same unit cause an error when generating a schedule?

Can I have two different bidding windows for the same group of people? 

------------------------------
Al Maatouk
na

Original Message:
Sent: 10-25-2024 05:25
From: Paul Wood
Subject: Work Plan Bid

Hi  Al, 

The performance and custom ranking/tie-breaker metrics are user-imported values to rank the employees in the organisation's preferred order when processing the Work Plan bid and allocating the employees their Work Plan preference.
These currently have to be imported via the workplanbidranks APIs:

• /api/v2/workforcemanagement/users/workplanbidranks/bulk
• /api/v2/workforcemanagement/users/{userId}/workplanbidranks
  • /api/v2/workforcemanagement/users/{userId}/workplanbidranks

For more details on the APIs please take a look at the developer centre API explorer.

You can also use BiD Groups to create sub-sets of employees within the Business Units/Management Units that fulfil different roles ore require different Work Plans and Planning Group configurations.

Paul

------------------------------
Paul Wood
Product Manager for Genesys Cloud Workforce Management

Original Message:
Sent: 10-22-2024 14:06
From: Al Maatouk
Subject: Work Plan Bid

Hello,

I am enjoying the workplan bid feature. I just have a few questions:

Performance: What is exactly being calculated to count as performance and is it for a particular timeframe? Are we able to customize this further?

For example, a team I support mentioned that they want to have a ranking process for their agents based off of corrective action. If we are not able to customize decision metrics, Can I have a select number of agents (5/10) from a management unit, planning group have their own bidding window, then the remaining 5 agents from the same management unit, planning group have a separate bidding window, both have the same effective date, and generate a schedule. Will creating separate bidding groups for agents in the same unit cause an error when generating a schedule?

Time off requests: If an agent has a full day time off request but changes the shift because of the new bid, once the new schedule is generated, will the time off request automatically sync to their new time?

#WorkforceManagement

------------------------------
Al Maatouk
na
------------------------------

Hi Al,

At present ranking is not part of the feature, Paul has created an idea on the ideas lab and is asking for input to help him understand the need and demand for the feature, can you please add you comments to the idea?

https://genesyscloud.ideas.aha.io/ideas/WESCH-I-396

Many thanks

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

Original Message:
Sent: 10-25-2024 11:43
From: Al Maatouk
Subject: Work Plan Bid

The reason is ranking. The group I support want to offer bids to certain agents first based off of corrective action. So they want certain agents in a unit to get priority over others. They dont want to do it based off of performance or hire date. 

Is there any other workaround?

------------------------------
Al Maatouk
na

Original Message:
Sent: 10-25-2024 11:35
From: Paul Wood
Subject: Work Plan Bid

No, this is not possible within the same bid and you can't have 2 bids open at the same time.

What is the reason for the 2 bid windows?

When generating a bid all Bid Groups are evaluated at the same time to offer the best combinations of Work Plans per Bid Group to provide optimal coverage for the whole bid.

When allocating the employee's preferred Work Plan each Bid Group is independent of the each other, while respecting the employee ranking preferences.  

------------------------------
Paul Wood
Product Manager for Genesys Cloud Workforce Management

Original Message:
Sent: 10-25-2024 09:56
From: Al Maatouk
Subject: Work Plan Bid

Thank you Paul,

My questions is: Can I have a select number of agents (5/10) from a management unit, planning group have their own bidding window, then the remaining 5 agents from the same management unit, planning group have a separate bidding window, both have the same effective date, and generate a schedule. Will creating separate bidding groups for agents in the same unit cause an error when generating a schedule?

Can I have two different bidding windows for the same group of people? 

------------------------------
Al Maatouk
na

Original Message:
Sent: 10-25-2024 05:25
From: Paul Wood
Subject: Work Plan Bid

Hi  Al, 

The performance and custom ranking/tie-breaker metrics are user-imported values to rank the employees in the organisation's preferred order when processing the Work Plan bid and allocating the employees their Work Plan preference.
These currently have to be imported via the workplanbidranks APIs:

• /api/v2/workforcemanagement/users/workplanbidranks/bulk
• /api/v2/workforcemanagement/users/{userId}/workplanbidranks
  • /api/v2/workforcemanagement/users/{userId}/workplanbidranks

For more details on the APIs please take a look at the developer centre API explorer.

You can also use BiD Groups to create sub-sets of employees within the Business Units/Management Units that fulfil different roles ore require different Work Plans and Planning Group configurations.

Paul

------------------------------
Paul Wood
Product Manager for Genesys Cloud Workforce Management

Original Message:
Sent: 10-22-2024 14:06
From: Al Maatouk
Subject: Work Plan Bid

Hello,

I am enjoying the workplan bid feature. I just have a few questions:

Performance: What is exactly being calculated to count as performance and is it for a particular timeframe? Are we able to customize this further?

For example, a team I support mentioned that they want to have a ranking process for their agents based off of corrective action. If we are not able to customize decision metrics, Can I have a select number of agents (5/10) from a management unit, planning group have their own bidding window, then the remaining 5 agents from the same management unit, planning group have a separate bidding window, both have the same effective date, and generate a schedule. Will creating separate bidding groups for agents in the same unit cause an error when generating a schedule?

Time off requests: If an agent has a full day time off request but changes the shift because of the new bid, once the new schedule is generated, will the time off request automatically sync to their new time?

#WorkforceManagement

------------------------------
Al Maatouk
na
------------------------------