114 results found
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Roster Configuration - Agent search
Allow the ability to search the workplan(s) that an agent is in at the roster configuration page. It is possible that an agent can be on several workplans, so having this functionality will allow for efficiency on this page. Also, when a client has several workplans, it may not be obvious as to the workplans they are a part of. This can help with troubleshooting as to why an agent has the incorrect workload task on their schedule, etc.
2 votes -
List view of scheduled roster events
Once we create a roster event, we cannot see when individual events are created. We would like to be able to edit the roster event to add/remove/ individuals/entire events in a one-stop shop format.
1 voteThank you for raising this concept to the WFM team.
The Product Owner will review and update accordingly
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Incorporate shared volume and skilling into SLA projections and scheduling.
When agents are trained on different skills, they handle multiple types of calls at once. Agents are often trained on different groups of skills, so there is no one way to cut workloads that fits all agents.
This causes scheduling to specific tasks to be unreliable when assessing coverage for different lines of business. It also means the SLA projections are often too low because they do not take into account cross-skilling, only the tasks agents are scheduled for.
In the attached image, coverage is quite good, but it looks like SLAs will be at 0% for certain workstreams because…
1 voteThank you for raising this concept to the WFM team.
The Product Owner will review and update accordingly
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New Shift Template - Make It Obvious Need to Add to the Roster Configuration
When you create a shift template and attach users, the client thinks that this is all that needs to be done to create a schedule. In fact, one big piece is left and it isn't intuitive that it needs to be done. We need to somehow notify clients once they create a shift template that they need to add it to the roster configuration that houses the agents tied to that shift template. Today, there isn't any link other than troubleshooting that is advised to them by their onboarding manager or consultant.
2 votes -
Schedule Request
Allow the agents the ability to submit a schedule request, similar to a leave request process. Either all or part of a shift.
3 votes -
Users filter to add on MY TEAM ROSTER and MY TEAM SCHEDULE screens
Having the ability to filter a request also by Users and not only by Teams on MY TEAM ROSTER and MY TEAM SCHEDULE screens, giving the ability to save a request of users belonging from different Teams if we need to monitor a specific skill cross-teams.
1 vote -
14 votes
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Email Notification Roster Publish - More Detail Needed
Send the email notification about a schedule change being published by modeling it after the Manage Roster --> View Changelog.
This view shows the before and after of the agent schedule, and would be great to have this displayed in the agent email notification.
3 votes -
Allow multiple Default workloads in workplans
Default workload tasks are currently assigned to any agent with remaining availability after the forecasted allocations have been reached. This means that agents without the required business role are assigned a default task that they may not be skilled to complete.
By allowing multiple default workloads that are driven by business role - with business role being the priority rule - then workplans can contain multiple different user groups with different skill sets and not allocate incorrect workloads to unskilled agents1 vote -
Allow Roster to display in local time zone
Currently, the Roster displays in only one time zone, which is selected within the Roster. It would be much more user-friendly if agents, team leads, and others could see it in their local time zone.
5 votes -
Ability to generate Roster for long periods and far in advance
Playvox is typically generated only a few weeks in advance (to minimize managing schedule changes). Today we are managing advance scheduling outside of Playvox and adding it at the time the roster is generated.
A method of handling this type of advance scheduling would be beneficial.5 votes -
Ability for Agents to request a VTO (Voluntary Time Off)
Similar to Additional Hours - give agents the ability to opt out of a shift and go home for the day
9 votes -
Roster: Ability to setup workload tasks time slot at workplan level
Would like the ability to setup a specific time slot for a given workload task in a workplan.
Even though we have a forecast behind with volumes coming in all day long we need to roster a task only for a specific time slot based on the business organization
1 vote -
Manage Roster - Update shift start and end time based on the shift template selection
When modifying a shift in the Manage Roster screen, it will be helpful if the system could update automatically the shift start and end time accordingly to the shift template selection.
Today we need to change manually every shift detail field and no alert message is displayed if the shift template doesn't match with the start and end time.
1 vote -
Cloning shifts keeping the last modified shift template in shift details
On the Manage Roster screen, when we modify the shift template of a rostered shift and the we clone that shift, we must keep the last modified shift template in the copied shift.
Currently the original shift template is copied even if the roster has been saved after changing the shift template and before cloning the shift. Thus we need to change manually every shift template shift.
1 vote -
Manage Roster Coverage Table Ability to Filter Out '0' Value
Ability to filter out the '0' value when reviewing the coverage needed across a day or week. This will speed up efficiency for real time looking to see where help may be needed.
2 votes -
Manage Roster | Adding Tasks - Have a checkbox to make comments visible to agents
Have check box to allow admin to check box to make comment visible to agents to see. Some may be more of internal comments for mgmt in the case of certain leave types
3 votes -
5 votes
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Group/Teams Shift Swap Rule Allow Ability to Give Up Shift (Offer Not Required)
Basically allow a one way shift in the shift swap rule configuration. By doing so would allow the business to be ok with having an imbalance for the workload task.
Workload task - set up a rule to allow certain tasks to be given up without an offer in return (i.e. I give up chat workload task which was the first two hours of my shift).
5 votes -
Improve Roster Filters - Who is not available
While the roster has all the scheduling data, with a large team and many different tasks being scheduled, it can become difficult to consume that information. Adding different ways of consuming this information could help like:
● Who is on deck view, that shows who is currently available (or out-of-office), and being able to filter and group this by various fields.2 votes
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