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Operations and Team Leader Empower Training v1128
Operations and Team Leader Empower Training v1128
Welcome
eWFM/ Empower
Provide real time information on what an agent is currently doing and comparing it
to what they are to be scheduled to be doing. Allow agents to request time off and receive automatic approvals. Allow the team managers to preplan off phone activity by scheduling time into an agents schedule. Allow the agents the ability to sign up for extra hours or voluntary down time. Allow Operations access to view IDP that is updated real time throughout the day.
Process Overview
Process Calling Sick line Checking Breaks and Lunches Extra Hours Go Home Early Holiday Lieu Options Payroll Permanent Shift Trade Preplanned OPE: Coaching Team Meeting and Training Real Time OPE Schedule Requests Shift Bid Shift Giveaway Shift Swap putting someone in OT Shift Trades Unpaid Time Off Paid Time Off Vacation Accrual Methodology Select Option 2 in IVR for eWFM Empower > Schedule Viewer Empower > Schedule Editor Empower > Schedule Editor No Change at this time No Change at this time Submit Schedule Investigation Tandim BST to Schedule Empower > Urgent Issues call RTR for Approval Submit Schedule Investigation Tandim TBD Submit Schedule Investigation Tandim Submit Schedule Investigation Tandim Empower > Schedule Editor Empower > Schedule Editor TBD TBD
Logging In
In order to begin you need to log in. Once you are given your login go to the login page. This can be accessed through Favorites>eWFM> Empowerlink Type in your login information and click the OK button.
Introduction
The web client user interface is divided into two panes: 1. a navigation pane on the left 2. an application workspace on the right.
Most of the links in the navigation tree are options for selecting applications. This image shows what you see when you first log in.
Views
When you click a link in the navigation tree, the page, or view, for that application appears in the pane on the right. Each applications view includes a toolbar at the top that contains drop-down menus, toolbar buttons, and descriptive information, as shown below.
Introduction
The modules within this course will take you through each of the tools you will soon be using.
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Logging Out
Click the Logout link to log out.
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Agent Check-In
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Agent Check-in
The Agent Check In view displays a summary of schedule information for a specific date. At a minimum, each row of this report shows: The employee name The code of the work segment associated with this date The time at which the earliest segment for this date starts The time at which the latest segment for this date stops What does this mean to a Team Leader? Previews team schedule, inclusive of planned OPE, breaks and lunches Provides visibility into the team and what is expected for the day Identify and discrepancies and adjust accordingly
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Agent Check-in
As an agent, your own schedule is automatically selected. As a supervisor you must select the employees.You can customize the report to show additional segment details.
Modify button
Click the modify button if you want to change the fields you are viewing.
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Agent Check-in
Once you click the modify button you are able to check or uncheck fields that you will see.
As you can see, the breaks have been removed from view.
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Week at a Glance
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Week at a glance
The Week at a Glance view shows daily schedule information for a selected week. As an agent your own schedule is automatically selected; if you are a supervisor, you must select the employees. Each row of this report shows the employee name and, for each day of the week: The code of the work segment associated with this date The time at which the earliest segment for this date starts The time at which the latest segment for this date stops The general segment, if any, associated with this date
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Account Balances
Personal Account Balances Group Allowance Balances Intra-Day Staffing Balances
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Balances
Typically there are limits on how much time off or extra time can be granted on a given day for the staff as a whole, or for particular groups or categories of agents. Additionally, some requests (such as vacation) might require that sufficient time is available the personal account. Personal Account Balances: View the amount of vacation and lieu time accrual in a personal account Group Allowance Balances: View the amount of time available to your group on each date including GHE, BTO, extra hours, off phone allowance, etc Intra-Day Staffing Balances: View how many agents can be added or subtracted from the scheduled staff throughout a particular day
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Using the Personal Account Balances view, you can find out how much time is available in each personal account for a selected employee as of today's date or a selected date. If you are an agent , your own personal account balances are automatically displayed.
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To display balances for a different date, click the Select Date toolbar button or click the Previous Day or Next Day button on either side of it.
Next Day
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Details View
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To return to the Calendar view, click the drop-down list on the toolbar and select Calendar View.
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Request Viewer
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Request Viewer
The Request Viewer view displays current status and other information for the schedule change requests your agents have entered. Agents can cancel a request before it has been approved, resubmit a request that was denied, and rank deferred requests that are part of a request bid. The display shows either requests created during a specific date range or requests affecting dates within a specified range. As a Team Lead you may be asked for reasons why a member of your teams request has failed. The request viewer is where you will go to research this information.
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Request Viewer
Once you have logged in click the link for Request Viewer.
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Request Viewer
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Request Viewer
To see the reason a request has failed, simply click on the status beside the request. It will open a window then displaying the reason(s) the request has failed.
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Request Viewer
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Request Viewer
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Request Viewer
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Request Viewer
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Web Notifications
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Web Notifications
Use this view to read messages sent events related to your teams work schedule. Depending on how your system has been configured, you might receive notifications about changes to schedules, schedule change requests submitted, and schedule trade requests submitted by an employee.
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Web Notifications
When you exit this view, all messages that were retrieved are discarded, whether or not you have actually read them.
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Web Notifications
In the message list, new and unread notifications appear in bold text. The messages retrieved during this session are listed in the order they were sent (Timestamp column), newest to oldest. To read a message, click it in the list to display the text in the view pane at the bottom of the window.You can adjust the horizontal window divider by dragging it up or down. All messages have been composed by an administrative user and are generated automatically from stored text and selected variables (placeholders), such as name and date.
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Web Notifications
To retrieve new messages immediately, click Check Messages button. alert if you have new messages. You will see an
To delete all messages from the current list, click Clear. Whether you use this option or not, all displayed messages are deleted when you exit Web Notifications.
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Content
Segment Overview Viewing agent segments Adding, changing and deleting segments Schedule/Segment Audit Process
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Segment Overview
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Segment Definition
What is a Segment? A segment is defined as a state that an agent is scheduled to be in during part of their scheduled shift. Segments in our existing environment are referred to as standard schedules or OPE. eWFM Segments Include: GHE Segments Training Nesting Unable to Work Back Up Role Break/Lunch Vacation LOA Absence/AWOL Over Time Meetings Etc.
Shift Container (Paid or Unpaid Time An agents full schedule for the day)
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Segments RASIC
eWFM Segments
Absence Planned Leave Of Absence Rest Day (Manila) Split Shift Interlude Statutory Holiday Suspension Vacation (Paid or Unpaid) Absence/AWOL Unplanned Unable to Work (Tech Issues, etc) Break/Lunch Coaching Meeting Training Off Phone Time (Back-Up Role) Overtime Shift/Work Segment Training
Team Leader
Informed Informed Informed Informed Informed Informed Informed Responsible Responsible Responsible Responsible Responsible Informed Responsible Informed Informed Informed
Resource
Responsible Responsible Responsible Responsible Responsible Responsible Responsible Informed Informed Responsible Informed Responsible Responsible Responsible Responsible Responsible Responsible
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Schedule Editor
Click the link in the navigation pane for Schedule Editor. This will be the section where all segments or segment packages will be added, or modified from.
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Schedule Editor
You will see in the top right corner the View you are seeing, the selected agents name, the date range, and Request Mode visible on the screen.You can change the employee you see here, by clicking on the Employee Selection Icon
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Schedule Editor
Once you click the link youll see the page is in the default Segments view.
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Schedule Editor
Schedule Editor
You will have the ability to change to another view Resolutions View.
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Segment View
Lets take a closer look at what we are looking at in Segment view.
Break segments Lunch segment
As you can see by this example, the shift starts at 08:00. The first break is at 09:30 and goes until 09:45. The shift then resumes until 11:50 when lunch is scheduled. At 12:20 the agent needs to be logged back in for the next block. The last break is at 13:45. Unique to this view is the Copy/Delete/Edit buttons.
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Resolution View
Lets take a closer look at what we are looking at in Resolution view. We are told the agents prefer the Resolution view.You decide for yourself what you prefer.
Date
Lunch segment
Campaign
Break segments
As you can see by this example, the shift starts at 08:00. The first break is at 09:30 and goes until 09:45. The shift then resumes until 11:50 when lunch is scheduled. At 12:20 the agent needs to be logged back in for the next block. The last break is at 13:45. Unique to this view is the times in brackets, example (1:30) or (0:30). This shows how long the segment is.
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Copy/Delete/Edit
When you are in Segments View you will see 3 buttons. Copy / Delete / Edit
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Adding Segments
Segments can be entered in one of two fashions. Either by segment package or individual segments, and can be either detailed, or general. In most cases, segments will always be entered using the detailed method.
Detailed Segments have a specific start and stop time, where as, general segments entered would apply to an entire shift. Segment packages are groups of segments that are required to complete certain entries.
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Adding Segments
To add a segment to an agents schedule, select the employee you wish to add the segment to, then simply click on the Add Segment icon. A dialogue box will open up.
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Adding Segments
Adding Segments
Select the start and stop time, then click on the Code: box, a list of segments available to you will populate.
The list is quite large, so scroll to the appropriate segment and select it.
Please note that some segments are regional based and should only be used in those regions
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Adding Segments
Next, select a Start time and End time for the segment (detailed) or place a check mark in the All Day box (general). As stated before almost all segments will be detailed segments to maintain accuracy.
Please note that some segments require a memo to be entered, so it is a good habit to just enter them in for all. Memos will be visible to all who can look or view the segments (including other agents) so personal information should be kept out.
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Introduction
What is Perform?
Perform is a combination of Real Time Adherence and Agent Productivity that gives team leaders and managers better visibility of what agents are actually doing in comparison to what they were scheduled to be doing. RTA is a proactive tool that shows alarms after certain thresholds when agents are not doing what they were scheduled to do. Agent Productivity is the reports that come across the following day for the previous day with compliance and signed in percentages. These tools help Team Leaders manage their staff more effectively and be proactive to problems as opposed to reactive.
These do not replace existing policies or procedures, but rather assist the Team Leaders when it is time to engage them.
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Components
Compliance reports have two measurements:
Component Sign-in % Compliance % Description What % of my scheduled time was I signed in for? What % of my breaks, meetings etc did I take when I was scheduled to take them?
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Importance
Why is compliance important to our customers, our people and our business?
Are available to answer our customers when they call Can evenly distribute the workload across all Agents Optimise productivity across the business.
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Leads to an increase in productivity as agents are in the right place at the right time, which improves customer service.
Ensures equitable distribution of staffing throughout the day as agents are taking their breaks as scheduled.
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55 54 53 52 51
750 calls are received between 9 - 10am Each call takes 240 seconds to handle The goal in this example is to answer calls in under 20 seconds.
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When the scheduled number of agents are available to answer customers calls, meeting the ASA target of 20 seconds is easy. With 55 Agents available, the delay in answering the calls would be 18 seconds. With 54 Agents available, the delay in answering the calls would be 28 seconds. The impact of having only 51 of the 55 scheduled Agents available is an additional 3 minutes of wait time and would be very noticeable to the caller. This also results in GOS being only 22% in 20 seconds. So you can see the impact of not being where you should be can have a large impact on the customer waiting time.
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55 54 53 52 51
10% 8% 6% 4% 2%
Occupancy = workload / number of available staff As occupancy increases, idle time between calls decreases - The job becomes more stressful as the available Agents have to work harder.
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This means agents would talk to customers or complete after-call work for 90% of the hour and 10% of the time would be idle, waiting for calls to arrive -In other words they would have an extra 6 minutes of time to spread throughout the hour to catch their breath between calls.
In the previous example, occupancy rates rise quickly when a few agents arent where they are supposed to be. Every time a scheduled agent becomes unavailable, everyone else has to work a little harder. Occupancy goes up about 2% with the loss of each agent. This means the idle time between calls during the hour gets shorter and shorter. The closer the call arrivals are, with no idle time, the more stressful the job will be.
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8:00
10
10:15
12 12:30
3:15
4:30
Break
Lunch
Break
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8:00
10 10:15
12
12:30
3:15
4:30
8:15 Late
10
10:30 Late
3:30
5:00 Late
Total Scheduled Time = 450 mins of Phone Time Actual Total Phone Time = 435 mins (97%)
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8:00
10
10:15
12
12:30
3 3:15
4:30
Black = Scheduled work time Red = Actual logged in time Blue = Time not compliant with the schedule
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Compliance Calculation
8:00
10
10:15
12
12:30
3:15
4:30
Total Scheduled Minutes = 450 mins of Phone Time Total Sign On Minutes = 435 mins (97%) Total Compliant Minutes = 390 mins (87%)
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No one expects agents to get 100% compliance. Our target is not 100% as we know people do get stuck on calls from time to time or get to work a little late
Transcom Schedule Compliance Benchmark is set at 98% Compliance Target will be set by individual program.
How Do Manage Schedule Compliance? Real time monitoring of agent activity compared to agent schedule Real time agent management to drive schedule adherence Real time updates to correct errors in schedules and segments
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Systems Training
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Displays discrepancies immediately so Team Leaders can be proactive and address them as they happen.
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2.
3.
*Select STC CMS for programs other than Talktalk 4 . Please select Open New Workspace if this is the first time you are launching RTA
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From the Menu bar go to File New or select the icon from the toolbar.
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To rename the schedule and activity windows select from the toolbar or right click and select Properties from the menu. In the title rename the window.
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You can add additional windows and filter them to show different teams by going to File- New or using the icon in the toolbar.
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Displaying Alarm Windows There are different ways to view windows in RTA.
This example shows a focused Activity window which filters certain alarms in a separate window
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Alarm
Begin Break Early Begin Exception Early Begin Shift Early Begin Shift Early End Break Late End Exception Late End Shift Early End Shift Late Insufficient Data Signed In Unexpectedly Signed Out Unexpectedly Working On Break Working On Exception
Long Definition
Sign out for break early Sign out for exception early Sign in for shift early Sign in for shift late Sign in from break late Sign in from exception late Sign out from shift early Sign out from shift late Insufficient data alarm Unexpected sign on Unexpected sign off Working on break Working on exception
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DEFINITION
Begin Break Early Sign Out for Break Early
POSSIBLE SCENARIO
BBL
BXE
BSE
BSL
EBL
1. Team Lead reminds the agent of his break Agent is not following the correct break schedule. Check empower. Follow existing COM schedule procedures. 1. Team Lead reminds the agent of his break Sign Out for Break Agent is not following the correct break schedule. Check empower. Follow existing COM Late schedule or engaged in a long call procedures The agent went on AUX earlier than scheduled. (Example: Agent is 1. Team Lead locates agent and investigates Sign Out for Exception reason for starting the exception early. scheduled to be on meeting from 10:00 Early Follow existing COM procedures. - 10:30 BUT agent pressed AUX 3 at 9:30) 1. Team Lead locates the agent. Agent should be asked to log off and log back in as scheduled The agent logged in to AVAYA earlier Sign In for Shift Early than scheduled 2. For approved OT, team lead can update the agents segment 1. Team Lead will inform RTR if the agent can not be located. 2. RTR/TL will assign ABST-NCNS segment. 3. If the agent then appears in WOX, note the Agent isn't logged in to the phone as Sign In for Shift Late login time and code the agent as late from the scheduled. start of their shift to login time. 4. All agents flagged with ABST-NCNS segment will need to be investigated, and proper attendance segment added. 1. Agent should be asked to follow the correct Sign In from Break Agent ended her break LATE break schedules. Use existing COM procedures. Late
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POSSIBLE SCENARIO
Late from pullouts such as Training / Meeting / Coaching. Etc. Possible extended pull outs without informing OSC. Logged out of AVAYA earlier than scheduled
EXL
ESE
ESL
Agent is still logged in to AVAYA and is still in available / on AUX beyond the shift. - Agent is not scheduled to be at work for the day and is not scheduled for OT but is logged in to AVAYA. - Someone might be using an incorrect AVAYA login ID. - The agent might be confused of their schedule. - The schedule in EWFM might be incorrect. - Agent logged off from AVAYA within or at the middle part of the shift. - Agent might have logged off due to system / AVAYA issue
SIU
Sign In Unexpectedly
Unexpected Sign On
1. Investigate if the agent is scheduled to work at the time of the alarm. If so update RTR that agent requires a schedule and inform RTR of what that schedule should be. 2. Send the agent home if not scheduled.
SOU
1. Team Lead investigates the reason for the agent signing out from their phone early. 2. Team Lead can update segment to proper Attendance segment, if RTR has already added the MIA segment.
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WOB
Working On Break
Working On Break
1. Ask agent to follow Break Schedule given. 2. Confirm agent is taking their break, and adjust AUX code.
WOX
Working on Exception
Working on Exception
1. Team Lead locates agent and investigates why agent is taking calls during the exception period. 2. Adjust segments as required for the exception to reflect when agent actually started it.
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To monitor an agent more closely select Employee Monitor. To access this use the icon from the toolbar or right click and select monitor from an agents alarm.
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Conclusion
RTA provides visibility of an agents current activity and what they are scheduled to be doing Empower will replace Quartz for all of the agents scheduling needs.
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