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  • 1.  Work Plan Bid

    Posted 04-14-2025 16:08

    In the work plan bid you have to choose the decision metrics. One of the options is performance. When I review what that means it says. 

    • Performance: The system adds an integer value for this field based on the selected agent's bid. You can sort the agents based on their performance (top performer first).

    What metrics is this based on? 

    Thank you


    #Workforce Management

    ------------------------------
    Candace Hutchison
    Best Buy Health
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  • 2.  RE: Work Plan Bid

    Posted 04-30-2025 10:15

    Hi Candace, 

    The performance data and tie breaker/custom values are based on imported values that are stored in the new User Attribute Service. This is currently an API only process, with the API details called out in the note section of step 6.vi of the Add new Work Plan Bid help page. 


    Note: The custom Decision Metrics, Performance and Tie-Breaker (Custom), must be imported using the User Attribute Service APIs:
    • /api/v2/workforcemanagement/users/workplanbidranks/bulk
    • /api/v2/workforcemanagement/users/{userId}/workplanbidranks
      • /api/v2/workforcemanagement/users/{userId}/workplanbidranks

    For more information, see workforcemanagement/users

    I believe the App Foundary WFM Wizard application is either able to/or looking to add an enhancement that will enable users to update, view and maintain these values via an App rather than having to have specific API skills and knowledge.


    Paul



    ------------------------------
    Paul Wood
    Product Manager for Genesys Cloud Workforce Management
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  • 3.  RE: Work Plan Bid

    Posted 04-30-2025 11:29

    Good Morning Paul. Thank you for the reply. I understand what the custom is an how to use it. We use that. But I am struggling with the performance one. I cannot find any details that tell me what it is based on.



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    Candace Hutchison
    Best Buy Health
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  • 4.  RE: Work Plan Bid

    Posted 04-30-2025 12:05

    Hi, 

    Performance is imported the same way as custom. 

    When ranking the submissions by performance, we will use the imported value to sort the submissions from highest to lower (high performance is best)

    The other ranking orders are:

    • hire date - oldest is best
    • custom - lowest is best
    • random - lowest is best
    • Work Plan preference - lower is best
    • Work Plan priority - lower is best

     Hope this helps clarify things.

    Paul



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



  • 5.  RE: Work Plan Bid

    Posted 05-01-2025 17:12

    I have a couple of questions. Our business unit recently performed a shift bid outside of Genesys and we ended up with a lot of opportunities to execute the process better. One reason the Genesys "Work Plan Bid" feature was not used is we don't know how to use the API(s) required to import and validate the agent performance values for the bid. Also, I might have missed it, but it is also not clear if the priority for performance integer values is on highest or lowest numbers. Getting this wrong would be very concerning. Can anyone point to an example of how the API(s) used for the work plan bid process for loading performance data is accomplished, what format the files or API code should look like, and how to verify the performance data was successfully loaded? We have been tasked with preparing another bid and we would really prefer to use the out of the box feature if we can work these issues out. 

    API Explorer

    Can anyone confirm this is the API Explorer code used for this feature?

    patch
    /api/v2/workforcemanagement/users/workplanbidranks/bulk
    Update bulk work plan bid ranks on users. Max 50 users can be updated at a time.

    [ { "id": "", "workPlanBiddingPerformance": 0, "biddingTieBreaker": "" } ]

    If we use the API explorer by manually entering each agent Genesys User Id and the Performance Integer value, then select "Execute" that this will actually load the performance values for the agent user ids included? 
    Is this how to validate the agent's performance settings? I would seem we would have to run a request for every agent to confirm all were loaded. Can this be adjusted to request all agents from a Management Unit ID or Business Unit ID for example? 

    get
    /api/v2/workforcemanagement/users/{userId}/workplanbidranks
    Get work plan bid ranks for a user

    GET /api/v2/workforcemanagement/users/63fd4d4b-ab5f-4edd-8b08-4366b95ef98b/workplanbidranks HTTP/1.1 Host: api.usw2.pure.cloud Authorization: Bearer ******************* Content-Type: application/json

    Can anyone confirm that this will return the agent's performance rank value? Is there a way to export all agent's performance values for validation? 

    To get the workplans the agents requested, is this the only way to get that out? Is there a way to export all the agents and the workplan selections for review? The explanation seems to suggest this is for individual agents, but the code looks like all agent in the bid. 

    get
    /api/v2/workforcemanagement/workplanbids/{bidId}/preferences
    Gets an agent's work plan bidding preference
    GET /api/v2/workforcemanagement/workplanbids/{bidId}/preferences HTTP/1.1 Host: api.usw2.pure.cloud Authorization: Bearer ******************* Content-Type: application/json
    Any help would be appriciated. 


    ------------------------------
    James Starling
    Member Service Center Quality Assurance Manager
    Global Federal Credit Union
    j.starling@globalcu.org
    Anchorage, AK
    United States
    ------------------------------



  • 6.  RE: Work Plan Bid

    Posted 05-02-2025 10:29

    Hi James, 

    At a high level, your approach is correct. I'm working with the team to provide a more detailed response and instructions. 
    Unfortunately, due to the time differences and the UK having a holiday weekend this week, it might be closer to the end of next week before I can get back to you.

    Paul




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



  • 7.  RE: Work Plan Bid

    Posted 05-09-2025 13:18

    Hello, just wondering if you've received a response on a more detailed instructions for these issues. 



    ------------------------------
    Robert Gacula, Manager, Workforce Management Team
    American Specialty Health
    RobertG@ASHN.com CA, San Diego.
    ------------------------------



  • 8.  RE: Work Plan Bid

    Posted 05-20-2025 06:41

    Hi All, 

    Apologies for the delay in providing you with an update. 

    We are creating a "how-to" guide for importing Bid rankings, which will be added to the Development Centre. 

    As soon as this has been published, I'll update you with the link to the new documentation.

    I have also created the following idea for creating an in-product import process:

    Import Capability to Upload Work Plan Bid Scores for Improved Admin Efficiency

    Please take a look and provide your vote and comments to help us best understand any challenges you have.

    Paul



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