|Graphical Roster: Required - Scheduled - Assigned|
It’s a process that begins with the forecast, an estimate of the number of calls that will be received, and the number of agents necessary to handle these calls in an efficient manner. Staffing follows the forecast, as management decides how many agents are needed for a given day or shift, and which skill sets should be represented in that shift. Scheduling is the process of matching shift profiles with forecasts to achieve service goals.
Once this data has been obtained it is time to focus on the roster, which matches employee availability to existing schedules or forecast data. Rosters will be determined by input data measuring:
- work handling units (skill teams)
- arrival patterns
- allowable shifts (shift profiles), and
- employee availability.
Another important consideration is managing resources as they relate to non-call activities, such as emails. A non-call roster can help with scheduling available agents with the right skills at non-peak hours to handle these important tasks.
Finally, rosters, like schedules, are not set in stone. Unexpected changes necessitate swapping agents, and increasing or decreasing the size of a shift based on outside circumstances. Workforce management software should allow for unlimited roster changes, so managers always have the flexibility they need to correctly allocate resources.