Schedules only work if employees stick to them. Most will but as call center managers have discovered, even a small drop in adherence can severely impact both productivity and costs. Many call centers are now pro-actively focusing on improving schedule adherence for increased service levels and reduced costs. Raising the adherence from 80 to 85%, or from 90% to 95% can result in huge cost differences. For example, in this Adherence whitepaper there is the case of a 300 employee call center and the assumption that each employee is 10 minutes our of adherence every day, resulting in $250,000 per year.
Fixing adherence issues is one of the quickest ways to avoid angry customers and rising costs. But first, you must determine your current adherence level. Yes, there will be math involved – but these are numbers that are vital to know.
Here’s the formula:
[phone time + other work related activity time] / ([shift time] - [lunch/dinner] -
[break] + [exception time] + [overtime]) = schedule adherence
Once you’ve got the results, you can add up the money now being wasted and put a stop to it.
What Causes Adherence Issues?
Are some agents taking too many breaks or absences? Is the schedule too rigid? Are employees showing up late and leaving early? Address these issues with agents, and make sure they realize how important schedule adherence is to the call center – and to their job.
This need not be a confrontational situation – one method that has worked at call centers is the setting of adherence goals, with rewards offered to agents that aid in their achievement. Monitor progress whether the goals are achieved or not, and keep the lines of communication open.
The Role of Workforce Management
A workforce management solution can play a key role in agent adherence. First, you don't have to calculate adherence, the system does that for you. Second, real-time tracking and monitoring makes it easier to adjust forecasts and schedules right when there is an adherence problem. Third, adherence reporting helps you analyze data from the past, identify potential issues that impact adherence and the opportunity to discuss with your team.
For more information, please download the Monet white paper Strategies for Improving Schedule Adherence.
Showing posts with label schedule adherence. Show all posts
Showing posts with label schedule adherence. Show all posts
Friday, May 3, 2013
Tuesday, April 2, 2013
Workforce Management Visualized with Dashboards
When it comes to workforce management (WFM), seeing is not only believing, it’s the fastest and easiest way to track status, progress, and real-time activity at a call center. Dashboards provide that visual display of call center data, providing insight into every key WFM process. Call center management rely on dashboards to improve efficiencies.
Forecasting
How accurate have your forecasting efforts proved? Both daily and long-term forecasts can be checked quickly through tables and charts on forecasting dashboards.
Scheduling
Review past call volumes to create tomorrow’s schedule. Find out who’s in, who’s on break and who’s on vacation. Accurate scheduling plays a vital role in meeting call center targets in performance and quality of service.
Adherence
Adherence alerts on the call center dashboard identify instances where scheduled activities vary from the current call center status.
Metrics
Besides forecasting, scheduling and adherence, other key WFM metrics that can be reviewed via dashboard include service levels, answer and abandon times, average handle times, average speed of answer, average talk time, and labor costs/staffing.
Of course, a workforce management solution will generate detailed reports on these topics and more, which will be invaluable in future planning. But dashboards provide an instant snapshot of what is happening at that very moment. There is no substitute for a clear visual display of configurable metrics to help manage the floor activity of the call center. For more visuals and videos about workforce management, please visit our demo center on our main website.
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| Workforce Management Dashboards |
Forecasting
How accurate have your forecasting efforts proved? Both daily and long-term forecasts can be checked quickly through tables and charts on forecasting dashboards.
Scheduling
Review past call volumes to create tomorrow’s schedule. Find out who’s in, who’s on break and who’s on vacation. Accurate scheduling plays a vital role in meeting call center targets in performance and quality of service.
Adherence
Adherence alerts on the call center dashboard identify instances where scheduled activities vary from the current call center status.
Metrics
Besides forecasting, scheduling and adherence, other key WFM metrics that can be reviewed via dashboard include service levels, answer and abandon times, average handle times, average speed of answer, average talk time, and labor costs/staffing.
Of course, a workforce management solution will generate detailed reports on these topics and more, which will be invaluable in future planning. But dashboards provide an instant snapshot of what is happening at that very moment. There is no substitute for a clear visual display of configurable metrics to help manage the floor activity of the call center. For more visuals and videos about workforce management, please visit our demo center on our main website.
Friday, March 29, 2013
The Top 5 Workforce Management Challenges
Workforce management refers to an integrated set of processes used to optimize employee productivity on both an individual and company-wide level. Any systems with such a wide range of moving parts and variables will inevitably present challenges; however, a sophisticated workforce management solution can help to anticipate these challenges and overcome them.
1. Accurate Forecasting
Forecasting on call volume and agent workload can reduce instances of over-staffing, which wastes valuable resources, as well as under-staffing that can affect services levels and customer service. Workforce management automatically processes all relevant data to deliver more accurate short-term and long-term forecasting projections.
2. Comprehensive Scheduling
Scheduling involves far more than sign-in and sign-out times. There are a multitude of call center activities that pertain to non-call activities that must also be taken into account. Choose a WFM solution that makes non-call activities part of the forecasting and scheduling process. This is especially important since customer engagement today is based on many different channels such as chart, phone, email, social media. More about this in our recent blog post multi-channel agent scheduling.
3. Adherence Tracking and Improvement
Schedule adherence is still one of the biggest challenges for call centers. With workforce management, a call center can monitor and record the schedule adherence status of all agents in real-time. The system tracks data on every status related to this issue, from lunches to daily breaks to when agents log out. If a problem is discovered it can thus be handled quickly. In addition to a good solution, you also need to put solid processes in place, more about this in our whitepaper Five Strategies to Improve Schedule Adherence.
4. Intr-aday Forecast/Schedule Management
Intra-day management is always a challenge due to particularly complex resource considerations. An integrated WFM solution should be able to monitor intra-day workload information (planning, controls, deployment strategies) that will produce pre-emptive rather than reactive actions for managers.
5. Exception Handling
Workforce management should manage and process exceptions in a way that communicates all necessary information to all parties concerned, accepts or rejects each exception instance based on company criteria, and make certain everyone is on the same page so there is no confusion on the part of the agent or management.
We also invite you to watch any of the short videos about how a workforce management system can help overcome those challenges.
1. Accurate Forecasting
Forecasting on call volume and agent workload can reduce instances of over-staffing, which wastes valuable resources, as well as under-staffing that can affect services levels and customer service. Workforce management automatically processes all relevant data to deliver more accurate short-term and long-term forecasting projections.
2. Comprehensive Scheduling
Scheduling involves far more than sign-in and sign-out times. There are a multitude of call center activities that pertain to non-call activities that must also be taken into account. Choose a WFM solution that makes non-call activities part of the forecasting and scheduling process. This is especially important since customer engagement today is based on many different channels such as chart, phone, email, social media. More about this in our recent blog post multi-channel agent scheduling.
3. Adherence Tracking and Improvement
Schedule adherence is still one of the biggest challenges for call centers. With workforce management, a call center can monitor and record the schedule adherence status of all agents in real-time. The system tracks data on every status related to this issue, from lunches to daily breaks to when agents log out. If a problem is discovered it can thus be handled quickly. In addition to a good solution, you also need to put solid processes in place, more about this in our whitepaper Five Strategies to Improve Schedule Adherence.
4. Intr-aday Forecast/Schedule Management
Intra-day management is always a challenge due to particularly complex resource considerations. An integrated WFM solution should be able to monitor intra-day workload information (planning, controls, deployment strategies) that will produce pre-emptive rather than reactive actions for managers.
5. Exception Handling
Workforce management should manage and process exceptions in a way that communicates all necessary information to all parties concerned, accepts or rejects each exception instance based on company criteria, and make certain everyone is on the same page so there is no confusion on the part of the agent or management.
We also invite you to watch any of the short videos about how a workforce management system can help overcome those challenges.
Thursday, March 28, 2013
Agent Schedule Adherence Visualized
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| Agent schedule adherence dashboard |
With workforce management, a call center can monitor and record the schedule adherence status of all agents in real-time. The system tracks data on every status related to this issue, from lunches to daily breaks to when agents log out.
By having this information easily accessible on a workforce management dashboard, managers can quickly compare the agent’s actual daily activity to the objective intended by the company. One can even create custom states and guidelines to address atypical needs for a specific call center, such as after-hours work.
Once guidelines are customized and set as to which states (or statuses) should be included or not included in a schedule adherence measurement, the system does the rest. The different states are color-coded and can easily be monitored from a dashboard. It is now simple to review each agent’s efforts and classify their work time as within schedule adherence, or find out where he or she is coming up short. Too much time spent away from assigned functions can impact the call center’s productivity.
Accurate time management can be a challenge, as minor exceptions and changes happen each day. Perhaps an agent is scheduled to go on an approved break, but cuts into that time to complete a call that takes another 10 minutes. An effective workforce management solution can be configured in such a way as to record this time extension, and not count the lost break time against that agent. For more detailed information about how to implement effective strategies for schedule adherence, please click the link to download our whitepaper.
Wednesday, January 23, 2013
The Business Value of Workforce Management Software - Part 2
- Reduces administrative time: Automated WFM drastically reduces the administrative time spent on forecasting and scheduling, data gathering of call history, and creation of management reports. Most call centers see a reduction by a large percentage after implementation.
- Slashes shrinkage and optimizes schedules: WFM precisely measures the sources of agent shrinkage and provides tools to reduce its occurrence. Managers can create staffing schedules that optimize a wide range of critical success factors, such as agent skills and availability, breaks and holidays, skill types, historical and predicted call volume, budgets, and service levels. Skills-based scheduling and routing processes enable call center managers to assign skill levels and types to individual agents, and then automatically route a specific type of call to a specific agent who will best be able to resolve the customer’s issue quickly and more effectively. In addition, they can take advantage of flexible start and end times.
- Precisely forecasts demand: Automated WFM solutions use historical data to accurately predict the number of agents needed to handle the center's volume in real-time, and allow managers to predict future call volume, handle times, agent occupancy, first call resolution rate, and other service levels. Managers can also run multiple forecast/schedule scenarios, and have the ability to better forecast special days such as holidays and other scheduled time off. It also enables managers to forecast agent requirements based on service level agreements, as well as refine forecasts and performance goals based on collected data. More accurate forecasts ensure more efficient schedules, which prevents under or over-staffing.
- Increases productivity and service quality: WFM software gives managers the ability to compare forecasts with available agent schedules to find time-pockets throughout the day where agents would sit idle, and then use that time for training, coaching, and meetings.
What About ROI and Payback Time?
The large return on investment and fast payback time make WFM software the clear choice when compared with any other method of managing a workforce, forecasting call volumes and creating schedules. A workforce management solution helps call centers realize a high ROI by:
- Providing more accurate forecasting and scheduling to reduce agent under-staffing and over-staffing
- Improving agent schedule adherence to reduce shrinkage
- Enhancing supervisor efficiency by spending more time coaching and allowing agents to use the software’s self-service scheduling features
- Reducing overtime expenses of agents by monitoring intra-day statistics and anticipating when additional agent resources will be needed
- Decreasing agent turnover by enabling agents to manage their own schedules and empowering them to improve performance by reviewing their individual metrics
Monday, January 21, 2013
Schedule adherence alerts - do you get status alerts in real-time?
Schedule adherence tracking and monitoring is important, tracking in real-time is even more important. But, do you get alerts if agents or teams are our of adherence or have a different status than what they should be in? Getting notification in real-time allows you to make changes that have an immediate impact on the call center performance. The faster you can react, the easier it is to achieve and maintain your targeted service level.
Wouldn't it be great to get status alerts based on the various activities and exceptions you have set up? Wouldn't it be nice to define custom states and exceptions that are aligned with your unique call center requirements? Wouldn't it be nice to get either pop-ups, email or text message alerts based on thresholds you set up?
There are many scenarios and use cases for an adherence status alert system as you can images, here are just a few examples:
Agents not adhering to schedule: There could be various reasons for out-of-adherence and an alert can help call center managers and supervisors to find out how to improve the situation.
Agents return late from break or lunch: If this happens often, it might have a big impact on your service level. An alert will help solve that problem and establish more discipline.
Call duration is too long: If a supervisor or subject matter expert is needed when calls exceed a certain threshold, Monet can alert that person to assist on the call.
Agents forgot to log out: A frequent issue that can occur if agents must manually log out at the end of their shift. This alert will tell the supervisor that an agent has forgotten to log out of the ACD so they can take action.
If you are interested in learning more about adherence status alerts, please contact us and we are happy to provide you more information and show you a demonstration.
Wouldn't it be great to get status alerts based on the various activities and exceptions you have set up? Wouldn't it be nice to define custom states and exceptions that are aligned with your unique call center requirements? Wouldn't it be nice to get either pop-ups, email or text message alerts based on thresholds you set up?
There are many scenarios and use cases for an adherence status alert system as you can images, here are just a few examples:
Agents not adhering to schedule: There could be various reasons for out-of-adherence and an alert can help call center managers and supervisors to find out how to improve the situation.
Agents return late from break or lunch: If this happens often, it might have a big impact on your service level. An alert will help solve that problem and establish more discipline.
Call duration is too long: If a supervisor or subject matter expert is needed when calls exceed a certain threshold, Monet can alert that person to assist on the call.
Agents forgot to log out: A frequent issue that can occur if agents must manually log out at the end of their shift. This alert will tell the supervisor that an agent has forgotten to log out of the ACD so they can take action.
If you are interested in learning more about adherence status alerts, please contact us and we are happy to provide you more information and show you a demonstration.
Thursday, January 17, 2013
The Business Value of Workforce Management Software - Part 1
Persuading senior management to change “business-as-usual” call center systems can be a difficult undertaking. The management team often faces both internal and external factors that make it resistant to change. A challenging economic environment also puts pressure on all areas of the organization to implement solutions that reduce costs and increase revenues—all while improving performance and productivity. As each solution competes for investment dollars, only a select few offering the highest ROI will obtain funding.
This short article helps you make the business case for workforce management automation. We will discuss:
Manual/Spreadsheet Processes
Many call centers that don’t use workforce management systems typically rely on spreadsheets. Therefore, let’s first look at a few of the limitations of using spreadsheets to manage a workforce. These inefficient manual systems have a huge impact on the performance of a call center in many areas every day, including:
This short article helps you make the business case for workforce management automation. We will discuss:
- Business impact (manual vs. automated solutions)
- Benefits (savings, service levels, employee morale, customer satisfaction)
- ROI (payback time of investment)
Manual/Spreadsheet Processes
Many call centers that don’t use workforce management systems typically rely on spreadsheets. Therefore, let’s first look at a few of the limitations of using spreadsheets to manage a workforce. These inefficient manual systems have a huge impact on the performance of a call center in many areas every day, including:
- Capturing data: ACD systems that provide massive amounts of data must be manually typed into spreadsheets, inevitably resulting in typing errors and wasting the valuable time of call center supervisors who could be training agents, analyzing trends, optimizing schedules, and performing other productive tasks.
- Overstaffing and understaffing: The spreadsheet approach to forecasting and scheduling often leads to overstaffing and understaffing, which results in lower service levels and an increase in payroll costs. Customer satisfaction suffers when customers have to wait for long periods to get their issues resolved.
- Schedule adherence: Tracking schedule adherence using spreadsheets gives managers headaches. It also needlessly wastes time and money whereas automated WFM solutions make it easy for agents to precisely follow their schedules. Shrinkage can become a huge problem for any size call center. For instance, in a call center of fifty agents, occupancy is critical. If five agents take breaks or go to lunch at the same time, occupancy decreases by ten percent and service levels go with it. An automated solution prevents this from happening by carefully optimizing agent schedules and forecasts, and sending alerts by out-of-adherence. A manager using a manual system may be tempted to hire additional agents, while the manager with an automated system has the data at his fingertips to accurately optimize future agent schedules to dramatically reduce shrinkage.
- Spotting trends: It is difficult to spot long-term trends over weeks and months with a manual system. This data is priceless for accurately forecasting and scheduling agents in the future, special events and other seasonal patterns.
- Agent retention: One of the many reasons agents leave is because staffing in a spreadsheet system seems random and fixed, while not considering their personal needs. Agent morale decreases and turnover increases when agents do not understand schedules and what’s expected of them.
Tuesday, January 8, 2013
What is call center shrinkage and how to minimize it
What is call center shrinkage?
One of the most important concepts in schedule adherence is shrinkage. Shrinkage can be defined as the time for which people are paid during which they are not available to handle calls.
There are many reasons that can cause shrinkage - and it has to be taken into account when scheduling the required number of agents to meet call volumes. But the truth is that most companies badly under-estimate the sheer volume of shrinkage that besets their call centers. This comes about due to a host of potentially hidden areas of shrinkage. Many managers keep their eye on several of these, but few are able to stay on top of all of them: lateness, talking to associates, personal calls and emergencies, leaving early and taking longer breaks. The bottom line on shrinkage is the amount of minutes per day that agents are being paid to be on the phone when they are not actually working or available to receive calls or work on customer related issues.
How to track and manage shrinkage?
Shrinkage can be a major factor in failing to meet service level targets. Call centers that take shrinkage parameters into account in their forecasting and scheduling typically achieve higher service levels at lower operating costs. They often do that by including all call related activities into the forecast and schedule planning process. Here is an example of how to track and manage shrinkage as part of the workforce scheduling process:
For more information about shrinkage, please also read the following two blog posts:
One of the most important concepts in schedule adherence is shrinkage. Shrinkage can be defined as the time for which people are paid during which they are not available to handle calls.
There are many reasons that can cause shrinkage - and it has to be taken into account when scheduling the required number of agents to meet call volumes. But the truth is that most companies badly under-estimate the sheer volume of shrinkage that besets their call centers. This comes about due to a host of potentially hidden areas of shrinkage. Many managers keep their eye on several of these, but few are able to stay on top of all of them: lateness, talking to associates, personal calls and emergencies, leaving early and taking longer breaks. The bottom line on shrinkage is the amount of minutes per day that agents are being paid to be on the phone when they are not actually working or available to receive calls or work on customer related issues.
How to track and manage shrinkage?
Shrinkage can be a major factor in failing to meet service level targets. Call centers that take shrinkage parameters into account in their forecasting and scheduling typically achieve higher service levels at lower operating costs. They often do that by including all call related activities into the forecast and schedule planning process. Here is an example of how to track and manage shrinkage as part of the workforce scheduling process:
For more information about shrinkage, please also read the following two blog posts:
- Why does it get more difficult to manage call center shrinkage
- How to keep track of shrinkage by including all activities into forecasting and scheduling
Thursday, November 8, 2012
How to improve schedule adherence and get it to the next level
Even with schedule adherence tracking in place, one remaining challenge is often the fact that agents can have so many different non-call tasks, exceptions and states that standard WFM solution are not able to plan for and monitor. That's where Advanced Schedule Adherence comes in. It enables supervisors and call center managers to create custom states and rules to match their unique center needs. Here are a few examples:
- Create custom states for call wrap-up, special after call work, outbound preparation and other activities
- Establish thresholds for each state that indicate how much time is considered “in adherence”.
- Define which states are included or not included in the agent adherence calculation
Thursday, October 11, 2012
Workforce management for contact centers
What makes workforce management software for contact centers so critical? Well, when customers are contacting your center, you have only seconds or minutes to take their call (before they hang up) or when you have agents ready and there are no calls, you are wasting money and resources. Especially for smaller and medium sized centers, higher fluctuations in call volumes make it more difficult to accurately forecast and then schedule agents that deliver a high service level, while also controlling costs. Here are key workforce management capabilities that make managing your workforce more effective and easier:
- Forecast simulation: Simulations help calculate a more precise forecast for future call volume, agent requirements and average handle time for any time interval of the day, based on historical data from your ACD.
- Scheduling of all activities: Scheduling engines should incorporate all call types and other activities to generate staffing schedules that optimize a wide range of factors, including agent availability, skills, holidays, breaks and service levels.
- Exception handling: Integrated exception calendars help simplify scheduling of agent exceptions such as time off and one-time or recurring training meetings.
- Intra-day management: Graphical display of agents' schedules provide alerts and better help manag breaks, lunches and other exceptions in your contact center.
- Real-time adherence: Real-time views and comparison of planned agent activity with actual activities, as well as of forecasted and actual call volumes, handle times and other key performance indicators throughout the day.
Tuesday, October 2, 2012
Call center schedule adherence definition, impact and tips for improvement
This blog has published many articles and advice on call center schedule adherence and this topic seems to be on top of the list for many call center managers because we see a lot of interest. So, here is another summary of the top articles about schedule adherence for you:
- The advantages of real-time schedule adherence in your call center
- What is schedule adherence and why is it important in the call center?
- What does lack of schedule adherence cost a call center?
- 5 Strategies to improve call center schedule adherence
- What is advanced real-time schedule adherence?
- Call center shrinkage - why does it get more difficult to manage?
- Important call center metrics: schedule adherence
Friday, September 7, 2012
Call center forecasting and scheduling tips and best practices
The following is a list of practical tips, tricks and best practices
on how to better forecast call volumes and more effectively schedule your call center team:
- Why is forecast accuracy important?
- How to improve forecasting with forecast simulation tools
- How to forecast special days
- How to address changes in call volumes during the day with intra-day forecasting
- How to forecast for multiple channels
- Why you need to include all agent activities into the schedule
- How to include part-time and flex-workers into your schedule
- When to use scheduling spreadsheets
- Ideas on implementing a flexible shift model
- What is real-time schedule adherence
- How to improve schedule adherence
Friday, August 3, 2012
The advantages of real-time schedule adherence in your call center
Real-time schedule adherence functionality continuously monitors and records the real-time status of your staff to show which agents are on the phone and which ones are not, so you can quickly take corrective action to streamline workflow processes. Call center schedule adherence screens display when agents are available for calls and when they take their lunches and breaks based on predetermined schedules.
A manager can easily compare planned agent activity to actual activities throughout the day, and can see the real-time status of each agent against the planned activity. Intra-day management features provide real-time views of forecasted, actual, and predicted call volumes, handling times, and other key performance indicators. You get alerts when agents are out of adherence, enabling you to adjust schedules accordingly, begin live monitoring, or record calls for future training sessions. Here are some key capabilities:
A manager can easily compare planned agent activity to actual activities throughout the day, and can see the real-time status of each agent against the planned activity. Intra-day management features provide real-time views of forecasted, actual, and predicted call volumes, handling times, and other key performance indicators. You get alerts when agents are out of adherence, enabling you to adjust schedules accordingly, begin live monitoring, or record calls for future training sessions. Here are some key capabilities:
- Monitor agent status in real-time
- Receive instant alerts for out-of-adherence states
- View agent exceptions in real-time and approve or deny them in one-minute increments
- Monitor and analyze key performance indicators and trends to reforecast, reschedule, and adjust staffing
- Track and compare forecasted and actual center statistics schedule overtime or time off during high and low call volume situations
- Evaluate adherence and take action to improve performance
Wednesday, July 25, 2012
5 Strategies to improve call center schedule adherence
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| Download whitepaper |
One of the biggest challenges of running a call center is making sure that employees adhere to their schedules. Applying a strategic approach to improving adherence is crucial for contact centers struggling with rising costs, low service levels, and low customer satisfaction. This whitepaper summarizes five strategies to help boost agent adherence in your call center.
- How to quantify the cost and service implications of missing staff
- Learn about options for setting adherence performance goals
- How to identify the reasons why staff don't adhere to the schedule plan
- How to develop reward and consequence programs that support adherence goals
- How to effectively track, monitor and measure adherence
Wednesday, July 11, 2012
Top 5 call center forecasting & scheduling articles for first half of 2012
We have seen tremendous interest in our Call Center Workforce Management blog over the last 6 months. We just compiled a list of our top blog posts based on page views. We also noticed that there was a lot of interest in "schedule adherence". This still seems to be one of the key challenges for call centers. Here is the top 5 list in case you missed some of the articles:
- What is schedule adherence and why is it important for a call center?
- Call forecasting and call center scheduling spreadsheets? A few considerations.
- Contact Center scheduling and call forecasting overview
- Important call center metrics: Service Level
- Workforce Management: How to move from "reactive" to "pro-active" call center performance management
Thursday, June 28, 2012
Call center schedule tips
We have created a list of seven practical tips for call center scheduling to not only keep your call center running efficiently, but also maintain high service levels, and keep costs under control. We would like to share these tips with you and hope it proves to be useful in your daily call center operations.You can download the whitepaper by clicking this link 7 Tips for more effective call center scheduling. If you are also interested in schedule adherence, you can also download our whitepaper with the topic: Practical strategies for improving call center schedule adherence.
Thursday, June 21, 2012
Call center schedule adherence best practices summary
One of the most challenging jobs related to managing any call center, is ensuring there is the right number of staff with the right skills available at the right times of the day. Over the last 12 months we haven written a few articles about schedule adherence and received a lot of interest about this topic. Therefore, we thought it would be a good idea to create a summary of the top articles about schedule adherence:
- What is schedule adherence and why is it important for your call center?
- What is advanced real-time schedule adherence?
- Schedule adherence for call centers - a strategy whitepaper
- What does lack of schedule adherence cost a call center?
- Important call center metric: schedule adherence
- What is real-time schedule adherence and why it is important
- 7 Tips for improved schedule adherence in your call center
Wednesday, May 9, 2012
What is schedule adherence and why is it important in the call center?
Schedule adherence is the degree to which agents stick to their schedules, measured as a percentage. Considering that staffing is the single biggest cost facing any call center – and that every minute counts when it comes to meeting customer service levels – it’s easy to see why call center managers are putting an increasing emphasis on improving it.
If you run a small call center with 5 to 20 agents, you might think schedule adherence isn’t all that important. But if you take a closer look at all the different junctures throughout the day where agent time is “lost,” you’ll realize that it can add up to a serious loss of revenue over the course of a year.
Schedule adherence is particularly important for ensuring smooth transitions between shifts. Call center schedules tend to be very complex – which means there can be a lot of junctures during a shift where an agent will go out of adherence. For example, an agent might show up for his shift five minutes late; log on to the ACD seven minutes late; show up for a training session eight minutes late; and go over their break time by 10 minutes - resulting in the agent being a total of 30 minutes out of adherence for that one shift. Multiply these “out of adherence” events across a center with dozens if not hundreds of agents - and then multiply that by the total number of shifts - and its easy to see how schedule adherence can quickly become a serious problem.
Keeping track of schedule adherence using manual systems such as spreadsheets can be incredibly time-consuming and challenging. This is where today’s web-based call center scheduling solutions are playing an increasingly crucial role. They track schedule adherence in real-time and and automatically send you alerts.
When implementing a new program for improving schedule adherence in your call center - perhaps through the deployment of a workforce management system - it’s a good idea to discuss those changes with your employees first. The one thing you don’t want is a negative backlash from your valued employees, who might not be all that thrilled to be working under the watchful eye of “Big Brother.”
In order to reduce any negative backlash from your agents when implementing a new program to improve schedule adherence, you must first “inform and educate.” Agents need to understand the relevance of schedule adherence, how a mere 10 minutes here and there impacts other agents and the entire call center performance.
Then you should “measure and manage:” Measure and track adherence using workforce management tools and solutions, tracking adherence in real-time and running reports. Share these adherence reports with your agents and discuss how they are doing. It is important to give regular feedback regarding adherence statistics.
Finally, you can provide “incentives.” Reward agents that adhere to their schedule (95 percent within adherence scores) through recognition within the team and tie bonuses to good scores. It is also critical that all agents are aware of the consequences for out-of-adherence behavior, as this establishes their responsibility towards the success of the call center.
For more information, please read our 5 Strategies for improved Schedule Adherence whitepaper.
If you run a small call center with 5 to 20 agents, you might think schedule adherence isn’t all that important. But if you take a closer look at all the different junctures throughout the day where agent time is “lost,” you’ll realize that it can add up to a serious loss of revenue over the course of a year.
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| Download whitepaper |
Schedule adherence is particularly important for ensuring smooth transitions between shifts. Call center schedules tend to be very complex – which means there can be a lot of junctures during a shift where an agent will go out of adherence. For example, an agent might show up for his shift five minutes late; log on to the ACD seven minutes late; show up for a training session eight minutes late; and go over their break time by 10 minutes - resulting in the agent being a total of 30 minutes out of adherence for that one shift. Multiply these “out of adherence” events across a center with dozens if not hundreds of agents - and then multiply that by the total number of shifts - and its easy to see how schedule adherence can quickly become a serious problem.
Keeping track of schedule adherence using manual systems such as spreadsheets can be incredibly time-consuming and challenging. This is where today’s web-based call center scheduling solutions are playing an increasingly crucial role. They track schedule adherence in real-time and and automatically send you alerts.
When implementing a new program for improving schedule adherence in your call center - perhaps through the deployment of a workforce management system - it’s a good idea to discuss those changes with your employees first. The one thing you don’t want is a negative backlash from your valued employees, who might not be all that thrilled to be working under the watchful eye of “Big Brother.”
In order to reduce any negative backlash from your agents when implementing a new program to improve schedule adherence, you must first “inform and educate.” Agents need to understand the relevance of schedule adherence, how a mere 10 minutes here and there impacts other agents and the entire call center performance.
Then you should “measure and manage:” Measure and track adherence using workforce management tools and solutions, tracking adherence in real-time and running reports. Share these adherence reports with your agents and discuss how they are doing. It is important to give regular feedback regarding adherence statistics.
Finally, you can provide “incentives.” Reward agents that adhere to their schedule (95 percent within adherence scores) through recognition within the team and tie bonuses to good scores. It is also critical that all agents are aware of the consequences for out-of-adherence behavior, as this establishes their responsibility towards the success of the call center.
For more information, please read our 5 Strategies for improved Schedule Adherence whitepaper.
Tuesday, February 14, 2012
What is advanced real-time schedule adherence?
One challenge in tracking and monitoring schedule adherence is that agents can have so many different non-call tasks, exceptions and states that it is difficult to plan for and then monitor those states. That's where Advanced Agent Adherence comes into action. It allows the creation of custom states and rules to match the unique needs of your the call center, such as:- Create custom states for any number of activities, such as call wrap-up, special after call work, or outbound preparation
- Set thresholds for each state, indicating how much time is considered “in adherence” so that time in a particular state can automatically be broken down into acceptable and unacceptable time
- Define which states are included or not included in the agent adherence calculation
Since every call center has unique agent activity types, this flexible approach to agent adherence monitoring gives centers a new level of accuracy in managing call center performance and the potential to dramatically reduce non-productive agent time.
Wednesday, February 1, 2012
Schedule Adherence for Call Centers - A Strategy Whitepaper

Schedule Adherence still seems one of the top challenges for call centers. This new whitepaper talks about the challenges and how to overcome those, helping call center managers and supervisors better manage adherence. The paper discusses the following topics:
- How to identify the issues that cause out-of-adherence
- How to monitor and measure adherence
- How to work with your team on improving schedule adherence
- How to establish an "adherence culture"
- How to use tools to better monitor adherence
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