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Workforce Management FAQs

Workforce Management FAQs

Workforce Management FAQs

Are you considering Workforce Management? Do you have a number of questions that need to be answered first? With a wealth of experience under our belt, we address the most frequently asked questions when it comes to Workforce Management technology.

Do I need Workforce Management?

Depending on the size of the contact centre, setting up schedules can be far too complex to be handled in a simple spreadsheet, and this is where Workforce Management, with advanced planning and forecasting features, comes in.


How long will it take for me to get a return on my investment?

This can depend on a number of different variables such as how many agents you have / if you used to use excel/ how flexible your staff can work/ if you are currently under or overstaffed.


Can I use historical data to help build my forecasts with a Workforce Management system?

Yes. With many Workforce Management solutions, you can use the data from your telephony switch and/or upload data in a set format from a file.


Can I build and compare “what if scenarios” so I can make an informed decision when planning ahead? 

Yes this can definitely be done with a workforce management tool where you can easily build scenarios and compare. e.g What if we introduce a marketing campaign how will that impact our volume profile and demand? What if we blend our agents across different skills – how will that impact our demand and profile?


Do some Workforce Management tools make use of a mobile app for users? 

Yes, and this includes push notification for significant schedule changes encouraging flexibility and empowerment for both agents and contact centre supervisors.


Can it work with my different customer contact channel types such as chat and email as well as phone? Will the tool evolve with my business as we bring more channel types on-board in the future?

Yes, some Workforce Management solutions will not only accurately forecast and schedule your call volumes but will also do the same for other customer contact types such as email and chat.

By entering the below details for example the tool can accurately predict staffing requirements for email and chat customer contact types:

  • Parallel tasks (For chat agents the number of chats completed at the same time)
  • Handled within (For email agents – Target for email completion)

Can the tool work with multi-skilled agents?

Yes, the tool can schedule agents across different skills and channels within the same day based on where your demand requires it. In addition, proficiency can be built in which reflects the ability of an agent at a given time period.

For example, a new agent will be less proficient on a particular skill than an agent with long tenure.


Would my agents be able to view schedules in advance?

Yes with Workforce Management solutions you can create forecasts years in advance but publish for let’s say a month only, meaning creating and publishing dates for forecasts can be different.


Do Workforce Management tools have any real-time functionality so I can manage adherence to my plans?

Yes, some Workforce Management systems have a dedicated real-time module. This means you can tailor alarms to proactively spot issues before they become significant.



Do Workforce Management tools have reporting functionality?

Yes, many Workforce Management solutions have a dedicated reporting module. This means you will be able to run reports from site/department/team and agent levels.


Can tools handle holiday and overtime requests?

Yes, Workforce Management tools mean agents can book holidays or overtime requests by the mobile app or desktop. As an alternative, requests can also be fully/part automated or manually approved.


Can I re-optimise on the day?

Yes and you can isolate certain activity – i.e.: choose not to optimise (move) any coaching sessions as you don’t want them altered for that specific day.


Can I use previous days or call profiles to build my forecast for events that impact my business?

Yes you can build in not only the volume but the profile of when you are likely to reach these volumes – I.e.: a spike in the morning or drops in the evening.


Do Workforce Management tools handle shift trading?

Yes based on rules set up this can be automated or the decision for approval sent to the planner.

Our team of consultants are here to help. If you need advice on Workforce Management, whether it be exploring Workforce Management for the first time or upgrading your existing system, get in touch. Our Workforce Management solutions are deployed across some of the largest Contact Centres in the UK. Our customers are using our tools to efficiently plan, forecast and schedule the workforce required on a day-to-day or hour-to-hour basis.

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