Workforce Engagement Management

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  • 1.  Scheduling individual/team meetings and trainings at the best time:

    Posted 04-22-2022 11:59
    No replies, thread closed.

    Taking into account that we want to schedule different types of meetings and trainings at convenient times, when queues are not expected to be too busy, and we don't want all agents to be in meetings or trainings at the same time:

    -What's the best way to schedule coaching/evaluation meetings? How do we know when is the best time slot to schedule them?

    -What's the best way to schedule one-on-one meetings (not related to coaching/evaluation meetings), for example a supervisor wants to schedule a meeting with a specific agent they supervise?

    -If you have "teams" of agents and the team supervisor wants to schedule a weekly (or biweekly) 15 minute team meeting (not related to coaching/evaluation meetings) with hopefully all 15 agents in their team being present simultaneously, what would be the best way to do it? Do we have to create a separate shift for every "team" so that we can schedule meetings at the team level?

    -Let's say within the next month you want all your agents to complete a training session that they only have to do once, on the best day and time slot possible, what would be the best way to schedule that training?

    Thanks in advance for any insights,


    #Scheduling
    #WorkforceManagement

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    Maria Dominguez Tejo
    Questrade Inc
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  • 2.  RE: Scheduling individual/team meetings and trainings at the best time:

    Posted 04-26-2022 10:09
    No replies, thread closed.
    Hi Maria, 

    You can use the "Suggest Ideal Time" option under the "Add Activity to Agents" feature available in your schedule view to help you finding the optimal time to schedule an activity for an agent or a group of agent. 



    -What's the best way to schedule one-on-one meetings (not related to coaching/evaluation meetings), for example a supervisor wants to schedule a meeting with a specific agent they supervise?

    If your Supervisors have the permissions/role to bring changes to the schedules, manually adding the meeting activity to the agent's schedule will mostly be the quickest method.
    Supervisors can also schedule "Coaching" appointment to a specific agent using the Agent's Development feature under the Performance tab where the WFM - permission to edit schedules is not needed. Any new coaching session added through this feature, will automatically update the agent's schedule view.  Supervisor can add a description to the new appointment to let the agent know that the session will be used as a one-on-one meeting and not a coaching session. 

    Hope this helps! 
    Tam


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    Tam Cao
    i3Vision Technologies Inc.
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  • 3.  RE: Scheduling individual/team meetings and trainings at the best time:

    GENESYS
    Posted 04-27-2022 10:04
    No replies, thread closed.
    There are also some ideas on the ideas lab you could take a look at, vote and comment on that may help for future impovemnets:



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    Tracy
    Genesys
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