What is the rule for how far out an agent can participate in a shift trade?

Do the schedules for the week already have to be run or is it just so many weeks out and based solely on the agents Workplan? 

And heres the answer for this one :-)

Currently requests can be made up to 6 weeks out (1 full schedule period) and yes schedules have to be published for any type of trade to work.

What is the rule for how far out an agent can participate in a shift trade?

Do the schedules for the week already have to be run or is it just so many weeks out and based solely on the agents Workplan? 

@Tracy Vickers  I'm not sure as to the answer to my question.  I understand the part where the farthest out someone can request a swap is 6 weeks but I am not sure the answer about if the schedule has to have been run (generated) as that is not the same as "published". 

For this question, lets pretend NOTHING IS PUBLISHED.

Does the week you want to swap have to have been GENERATED in order to request the swap?  Ot does it just have to be within the next 6 weeks, regardless of if schedules have been generated for the week or not.  

And heres the answer for this one :-)

Currently requests can be made up to 6 weeks out (1 full schedule period) and yes schedules have to be published for any type of trade to work.

What is the rule for how far out an agent can participate in a shift trade?

Do the schedules for the week already have to be run or is it just so many weeks out and based solely on the agents Workplan? 

Hi Gina,

The schedule has to be generated and published for the agents to be able to trade.

@Tracy Vickers  I'm not sure as to the answer to my question.  I understand the part where the farthest out someone can request a swap is 6 weeks but I am not sure the answer about if the schedule has to have been run (generated) as that is not the same as "published". 

For this question, lets pretend NOTHING IS PUBLISHED.

Does the week you want to swap have to have been GENERATED in order to request the swap?  Ot does it just have to be within the next 6 weeks, regardless of if schedules have been generated for the week or not.  

And heres the answer for this one :-)

Currently requests can be made up to 6 weeks out (1 full schedule period) and yes schedules have to be published for any type of trade to work.

What is the rule for how far out an agent can participate in a shift trade?

Do the schedules for the week already have to be run or is it just so many weeks out and based solely on the agents Workplan? 

Hi Tracy,

Are you aware of any idea out there that addresses agents needing to be able to submit and orchestrate a Shift Swap without schedules having to be published?  We don't want to publish 6 weeks out because there are too many things that change that far out.  We cannot control what activity code changes trigger the alert to the agents and being 6 weeks out, there are bound to be a lot of changes.  We don't want them getting an alert every time something changes that is a month away, for example.  There is also the issue of schedules disappearing whenever someone cancels time off.  Genesys does not automatically add their schedule back.  Six weeks is a big window for someone to cancel and that schedule to disappear.  

Hi Gina,

The schedule has to be generated and published for the agents to be able to trade.

@Tracy Vickers  I'm not sure as to the answer to my question.  I understand the part where the farthest out someone can request a swap is 6 weeks but I am not sure the answer about if the schedule has to have been run (generated) as that is not the same as "published". 

For this question, lets pretend NOTHING IS PUBLISHED.

Does the week you want to swap have to have been GENERATED in order to request the swap?  Ot does it just have to be within the next 6 weeks, regardless of if schedules have been generated for the week or not.  

And heres the answer for this one :-)

Currently requests can be made up to 6 weeks out (1 full schedule period) and yes schedules have to be published for any type of trade to work.

What is the rule for how far out an agent can participate in a shift trade?

Do the schedules for the week already have to be run or is it just so many weeks out and based solely on the agents Workplan? 

Hi Gina, 
what you are describing fits more with what we would call availability preferences or exceptions.

We are currently researching the below idea, enabling employees to submit their availability before a schedule is generated.

Agent Availability Exceptions

This should help employees wanting to change their shifts before generating a schedule while reducing the need to orchestrate a peer-to-peer shift trade before any schedules have been published. 

In addition to this, we have Ability to Trade with Alternative Shifts from the System ,scheduled for release 8th of July, which will enable employees to trade shifts at shorter notice or without having to orchestrate a trade with a peer.

Paul

Hi Tracy,

Are you aware of any idea out there that addresses agents needing to be able to submit and orchestrate a Shift Swap without schedules having to be published?  We don't want to publish 6 weeks out because there are too many things that change that far out.  We cannot control what activity code changes trigger the alert to the agents and being 6 weeks out, there are bound to be a lot of changes.  We don't want them getting an alert every time something changes that is a month away, for example.  There is also the issue of schedules disappearing whenever someone cancels time off.  Genesys does not automatically add their schedule back.  Six weeks is a big window for someone to cancel and that schedule to disappear.  

Hi Gina,

The schedule has to be generated and published for the agents to be able to trade.

@Tracy Vickers  I'm not sure as to the answer to my question.  I understand the part where the farthest out someone can request a swap is 6 weeks but I am not sure the answer about if the schedule has to have been run (generated) as that is not the same as "published". 

For this question, lets pretend NOTHING IS PUBLISHED.

Does the week you want to swap have to have been GENERATED in order to request the swap?  Ot does it just have to be within the next 6 weeks, regardless of if schedules have been generated for the week or not.  

And heres the answer for this one :-)

Currently requests can be made up to 6 weeks out (1 full schedule period) and yes schedules have to be published for any type of trade to work.

What is the rule for how far out an agent can participate in a shift trade?

Do the schedules for the week already have to be run or is it just so many weeks out and based solely on the agents Workplan? 

@Paul Wood Thank you for the response.  To make sure I am clear on the answer to my question, the answer is that actual shift trades (as in one agent trading a shift with another actual agent) can only requested after shifts have been published and there are no plans to alter that.  Is that accurate?

The "Agent Availability Exceptions" and "Ability to Trade with Alternative Shifts from the System" are two totally different things.  

------------------------------
Gina Palmer
Manager, Workforce Management
Papa, Inc.

Original Message:
Sent: 06-18-2024 06:22
From: Paul Wood
Subject: Shift Trades - How far out can I trade?

Hi Gina, 
what you are describing fits more with what we would call availability preferences or exceptions.

We are currently researching the below idea, enabling employees to submit their availability before a schedule is generated.

Agent Availability Exceptions

This should help employees wanting to change their shifts before generating a schedule while reducing the need to orchestrate a peer-to-peer shift trade before any schedules have been published. 

In addition to this, we have Ability to Trade with Alternative Shifts from the System ,scheduled for release 8th of July, which will enable employees to trade shifts at shorter notice or without having to orchestrate a trade with a peer.

Paul

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

Original Message:
Sent: 06-17-2024 15:03
From: Gina Palmer
Subject: Shift Trades - How far out can I trade?

Hi Tracy,

Are you aware of any idea out there that addresses agents needing to be able to submit and orchestrate a Shift Swap without schedules having to be published?  We don't want to publish 6 weeks out because there are too many things that change that far out.  We cannot control what activity code changes trigger the alert to the agents and being 6 weeks out, there are bound to be a lot of changes.  We don't want them getting an alert every time something changes that is a month away, for example.  There is also the issue of schedules disappearing whenever someone cancels time off.  Genesys does not automatically add their schedule back.  Six weeks is a big window for someone to cancel and that schedule to disappear.  

------------------------------
Gina Palmer
Manager, Workforce Management
Papa, Inc.

Original Message:
Sent: 06-17-2024 12:08
From: Tracy Vickers
Subject: Shift Trades - How far out can I trade?

Hi Gina,

The schedule has to be generated and published for the agents to be able to trade.

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

Original Message:
Sent: 06-17-2024 08:24
From: Gina Palmer
Subject: Shift Trades - How far out can I trade?

@Tracy Vickers  I'm not sure as to the answer to my question.  I understand the part where the farthest out someone can request a swap is 6 weeks but I am not sure the answer about if the schedule has to have been run (generated) as that is not the same as "published". 

For this question, lets pretend NOTHING IS PUBLISHED.

Does the week you want to swap have to have been GENERATED in order to request the swap?  Ot does it just have to be within the next 6 weeks, regardless of if schedules have been generated for the week or not.  

------------------------------
Gina Palmer
Manager, Workforce Management
Papa, Inc.

Original Message:
Sent: 06-12-2024 12:54
From: Tracy Vickers
Subject: Shift Trades - How far out can I trade?

And heres the answer for this one :-)

Currently requests can be made up to 6 weeks out (1 full schedule period) and yes schedules have to be published for any type of trade to work.

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

Original Message:
Sent: 05-29-2024 09:32
From: Gina Palmer
Subject: Shift Trades - How far out can I trade?

What is the rule for how far out an agent can participate in a shift trade?

Do the schedules for the week already have to be run or is it just so many weeks out and based solely on the agents Workplan? 

#WorkforceManagement
#Scheduling

------------------------------
Gina Palmer
Manager, Workforce Management
Papa, Inc.
------------------------------

this is correct, until a schedule has been generated we don't know what shifts are to be traded.

The "Agent Availability Exceptions" and "Ability to Trade with Alternative Shifts from the System" are two projects that may help employees manage their schedules. With "Agent Availability Exceptions" they would be able to proactively advise of their availability before the schedule is generated negating the need to trade with anyone.

"Ability to Trade with Alternative Shifts from the System" will provide the ability to change their shift at short notice with the system, rather than a peer, for a time that suits both the business and the employee.

@Paul Wood Thank you for the response.  To make sure I am clear on the answer to my question, the answer is that actual shift trades (as in one agent trading a shift with another actual agent) can only requested after shifts have been published and there are no plans to alter that.  Is that accurate?

The "Agent Availability Exceptions" and "Ability to Trade with Alternative Shifts from the System" are two totally different things.  

Hi Gina, 
what you are describing fits more with what we would call availability preferences or exceptions.

We are currently researching the below idea, enabling employees to submit their availability before a schedule is generated.

Agent Availability Exceptions

This should help employees wanting to change their shifts before generating a schedule while reducing the need to orchestrate a peer-to-peer shift trade before any schedules have been published. 

In addition to this, we have Ability to Trade with Alternative Shifts from the System ,scheduled for release 8th of July, which will enable employees to trade shifts at shorter notice or without having to orchestrate a trade with a peer.

Paul

Hi Tracy,

Are you aware of any idea out there that addresses agents needing to be able to submit and orchestrate a Shift Swap without schedules having to be published?  We don't want to publish 6 weeks out because there are too many things that change that far out.  We cannot control what activity code changes trigger the alert to the agents and being 6 weeks out, there are bound to be a lot of changes.  We don't want them getting an alert every time something changes that is a month away, for example.  There is also the issue of schedules disappearing whenever someone cancels time off.  Genesys does not automatically add their schedule back.  Six weeks is a big window for someone to cancel and that schedule to disappear.  

Hi Gina,

The schedule has to be generated and published for the agents to be able to trade.

@Tracy Vickers  I'm not sure as to the answer to my question.  I understand the part where the farthest out someone can request a swap is 6 weeks but I am not sure the answer about if the schedule has to have been run (generated) as that is not the same as "published". 

For this question, lets pretend NOTHING IS PUBLISHED.

Does the week you want to swap have to have been GENERATED in order to request the swap?  Ot does it just have to be within the next 6 weeks, regardless of if schedules have been generated for the week or not.  

And heres the answer for this one :-)

Currently requests can be made up to 6 weeks out (1 full schedule period) and yes schedules have to be published for any type of trade to work.

What is the rule for how far out an agent can participate in a shift trade?

Do the schedules for the week already have to be run or is it just so many weeks out and based solely on the agents Workplan? 

@Paul Wood Now I am confused, again.  The above reply states "until a schedule has been generated we don't know what shifts are to be traded".  However, I was told in this thread that the schedule has to be PUBLISHED.  There is a difference between generating the schedule set and publishing it. Genesys can know what shifts are there to be traded based on what is generated.  It seems that it just does not allow it.  

The "Agent Availability Exceptions" and "Ability to Trade with Alternative Shifts from the System" may be great for some of the Genesys customers, but not all of us.  It is not all that helpful in a center that has set schedules.  We don't schedule based on the employees availability.  We hire people who can work what we need them to work. 

this is correct, until a schedule has been generated we don't know what shifts are to be traded.

The "Agent Availability Exceptions" and "Ability to Trade with Alternative Shifts from the System" are two projects that may help employees manage their schedules. With "Agent Availability Exceptions" they would be able to proactively advise of their availability before the schedule is generated negating the need to trade with anyone.

"Ability to Trade with Alternative Shifts from the System" will provide the ability to change their shift at short notice with the system, rather than a peer, for a time that suits both the business and the employee.

@Paul Wood Thank you for the response.  To make sure I am clear on the answer to my question, the answer is that actual shift trades (as in one agent trading a shift with another actual agent) can only requested after shifts have been published and there are no plans to alter that.  Is that accurate?

The "Agent Availability Exceptions" and "Ability to Trade with Alternative Shifts from the System" are two totally different things.  

Hi Gina, 
what you are describing fits more with what we would call availability preferences or exceptions.

We are currently researching the below idea, enabling employees to submit their availability before a schedule is generated.

Agent Availability Exceptions

This should help employees wanting to change their shifts before generating a schedule while reducing the need to orchestrate a peer-to-peer shift trade before any schedules have been published. 

In addition to this, we have Ability to Trade with Alternative Shifts from the System ,scheduled for release 8th of July, which will enable employees to trade shifts at shorter notice or without having to orchestrate a trade with a peer.

Paul

Hi Tracy,

Are you aware of any idea out there that addresses agents needing to be able to submit and orchestrate a Shift Swap without schedules having to be published?  We don't want to publish 6 weeks out because there are too many things that change that far out.  We cannot control what activity code changes trigger the alert to the agents and being 6 weeks out, there are bound to be a lot of changes.  We don't want them getting an alert every time something changes that is a month away, for example.  There is also the issue of schedules disappearing whenever someone cancels time off.  Genesys does not automatically add their schedule back.  Six weeks is a big window for someone to cancel and that schedule to disappear.  

Hi Gina,

The schedule has to be generated and published for the agents to be able to trade.

@Tracy Vickers  I'm not sure as to the answer to my question.  I understand the part where the farthest out someone can request a swap is 6 weeks but I am not sure the answer about if the schedule has to have been run (generated) as that is not the same as "published". 

For this question, lets pretend NOTHING IS PUBLISHED.

Does the week you want to swap have to have been GENERATED in order to request the swap?  Ot does it just have to be within the next 6 weeks, regardless of if schedules have been generated for the week or not.  

And heres the answer for this one :-)

Currently requests can be made up to 6 weeks out (1 full schedule period) and yes schedules have to be published for any type of trade to work.

What is the rule for how far out an agent can participate in a shift trade?

Do the schedules for the week already have to be run or is it just so many weeks out and based solely on the agents Workplan?