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Preference Based Shifts

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(7 posts)

Good Afternoon All

I would like to invite all those of you who have implemented preference based shift patterns at your contact centre to help with our transistion.

The main points our resource planner would like assistance with is how do you determine how many preferences you give your agents and how did you decide what your final business preferenes would be?

If anyone can help or is prepared to discuss maybe over the phone we would really appreciate it.

Thank You

Joe and Lian (Resource Planner)

Posted 6 months ago

The more you give, the less "effective" it is likely to be.

Ensure the process is effectively communicated to staff - set the expectations. I'm not an expert on all WFM products, but while prefernces may vary in terms of priority, you can expect them to be lower down the order than other scheduling rules.

Monitor distribution - maybe your WFM can do this for you - as you'll no doubt see some issues arounf "fairness".

If everyone prefers to start early...well you get the picture on that one, you can't achieve it.

We looked at preferences, but have not yet implemented (some of the reasons above) following feedback from Unions when we have explained how they would work in reality.

Posted 6 months ago

Hi,

I've used it in the past, albeit in a slightly limited way due to WFM constraints, but it was a big success. The schedules generated don't necessarily have to be less effective. After all, if you have a lot of people who want to start early, then that doesn't mean that you have to allow that.

The key is in building your staffing pattern and then populating it with people who would prefer to work those shifts. It's probably generally true that most people would prefer to start early, but for some people it's a real pain, so why include them in the early starts if there is no need to do so?

I started by collating all preferences from the agents. It's up to you how much preference you want to allow. For example, I still had everybody working weekends, but took preferences on the shifts that we offered e.g. 8 starts, not working late on a Wed etc. From that we were able to populate WFM with the preferences. The idea being that if you need say 20 people to work till 8pm on a Monday, then you pick from the available pool first and only ever dip into those who woud prefer not to work that shift as a last resort. This solution worked for us and was fairly easy to implement ( a bit more manual, but was worth it) Obviously I can't say if the same solution would work for you.

In terms of the "fairness" issue mentioned above, that can be a problem. If your WFM has equity rules, then this should take care of that part.

Communication is the key. It was made clear to the agents that the preferences were just that, preferences. They were still contracted 8-8 mon-sat, but we would always try to give them the shifts that they preferred. Business needs always came first. I'd say that we got it about 80% right, but that was way better than before.

Hope that's of some help

Posted 6 months ago

No this is all great stuff.

If anyone feels they can add anything to this please do so. The more points of view we have the easier the decision will be in the long run.

Thank you all

Posted 6 months ago

Hi Scot,

We have recently implemented a National Schedule Review via eWFM using template based scheduling. I am aware that we can select schedule based preferences however this method has not used before due to the lack of knowledge.

Can you give me a insight to how the mechanics of this works, do you have guide that you could provide or some sort of documentation that could enable us to use going forward?

Any help would be gratefully appreciated.
Thanks
Joe

Posted 3 months ago

Hi,

This was in a previous role where I used Openwave WFM software. I have to be honest and say that I could not really comment much on the mechanics of the software itself as it was quite a while ago and will vary wildly depending on the actual WFM package that you are using.

I think your best bet is to contact your supplier for advice.

Happy to talk about other aspects though...

Regards

Scott

Posted 3 months ago

Hi,

This was in a previous role where I used Openwave WFM software. I have to be honest and say that I could not really comment much on the mechanics of the software itself as it was quite a while ago and will vary wildly depending on the actual WFM package that you are using.

I think your best bet is to contact your supplier for advice.

Happy to talk about other aspects though...

Regards

Scott

Posted 3 months ago

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