Workforce management metric definitions - Genesys Cloud Resource Center (2024)

Service level

Service level target is a contact center performance statistic expressed as “X percent of conversations answered in Y seconds.” For example, a goal of answering 80% of voice calls within 20 seconds provides a service level target of 80/20. You can set the service level target for each media type in a queue. Analytics uses this service level target to calculate whether you are within the service level % defined by your service level agreement (SLA). For more information about setting the service level target, see Create queues or Edit or delete queues.

Note: In the DNIS Performance Summary view, theService Level % is calculated by queue and will display as a – on the DNIS group row. To view individual queue service level %, click the + to expand the row.

The service level % is the percentage of interactions that meet your contact center's service level target. The formula to calculate the service level % is:

Number of Conversations Answered within SLA

The numerator is calculated by taking the total answered conversations and subtracting the conversations that were not answered within the SLA threshold.

Calculated by: (Answered Count – SLA Violation Count)

Total Number of Conversations

The Service Level Options configuration determines the denominator. With all the options below unchecked, the denominator is the count of answered conversations.

  • Include Flowouts in Calculation:Flowouts are conversations that leave a queue without abandoning and without an agent handling the interaction. Typical scenarios include a customer on a voice call accepting a callback or an in-queue call flow transferring the call to another queue/flow. With this option enabled, the total number of flowouts is included in the total number of conversations for the SLA calculation.
  • Include Short Abandons in Calculation:Short abandons are abandons that happen within a specific time threshold. For more information, see the Configure abandon intervals section in Configure contact center analytics options. When enabled, the SLA calculation makes no distinction between an abandon vs a short abandon. All abandons are considered in the formula. When disabled, the short abandons are subtracted from the abandon count in the denominator.
  • Include Abandons in Calculation: Abandons are conversations where the waiting party disconnected without being answered or transferred.With this option enabled, the abandons are included in the total number of conversations.

As the service level calculation depends on an organization’s configured options, the final formula to calculate the service level is:

Note: With the Flowouts and Abandons enabled, the Flowouts and the Abandons are added into the denominator when calculating the service level. With the Short Abandons disabled, the Short Abandons are subtracted from the Abandons when calculating the service level.

Offered

The number of interactions routed into the queue for an agent to answer. Offered interactions are either answered, abandoned, or flow-out interactions.

Answered

A measurement of the number of assigned ACD interactions answered by an agent in a givenperiod. Answered increments when the agent is the first to connect to the interaction.

Abandoned

The number of times an end user abandoned an interaction in a queue. For example, the customer hangs up before an agent answers, or the system disconnects the interaction.

Average handle time (AHT)

The average amount of timeagents spent handling interactions. This calculation includes talk time, hold time, and after-call work. For outbound calls it also includes dialing and contacting time.

Calculated by: (cumulative talk time + cumulative hold time + cumulative after-call work + cumulative dialing time + cumulative contacting time) / Number of interactions handled

Note: The interactions can span multiple time intervals. For example, a 45-minute call spans two 30-minute intervals. However, metrics are assigned a single timestamp and reported in the interval into which this timestamp falls. The timestamps are assigned based on when the metric calculation is complete.

For instance, handle time will use the timestamp of after call work completion. In the example of a 45-minute call, the handle time falls in the second 30-minute interval because the handle time was calculated at the end of the call when ACW was submitted.

Agents

Scheduled agent count is calculated by:

  • Summing up the scheduled on-queue time for all agents associated with the business unit and the selected planning group(s), and then dividing by the corresponding interval length.

Actual agent count is calculated by:

  • Querying aggregated agent metrics for the agent routing status for all agents associated with the business unit and the selected planning group(s).
  • Looking at the routing status per interval and count on-queue time when routing status is either interacting, idle, or communicating.
  • Summing up the on-queue time for all agents, and then dividing by corresponding interval length.

    Example: If an agent status is interacting, idle, or communicating for 7.5 minutes of a 15-minute interval, then the schedule shows 0.5 agent during that interval.

Completed

When an interaction finishes, the system marks it as completed.

Note: Because an interaction may be completed in a different interval than the interval in which it starts, Completed may differ from Offered.

Average speed of answer (ASA)

The average amount of time an interaction waits in queue before an agent answers it. This metric does not include interactions that agents do not answer. ASA is directly associated with the service level and provides insight into the customer service your company provides. ASA is recorded in the interval in which the agent answered the interaction.

Calculated by: Total Answered (tAnswered Sum) / Answered Count (tAnswered Count)

Note: Raw values are provided in milliseconds.

Occupancy

This metric represents the total time that agents actually spend handling interactions:

  • Predicted calculation is the total time predicted to be in Interacting routing status / total scheduled on-queue time in interval.
  • Actual calculation is the total time in Interacting routing status / total actual on-queue time (Interacting + Communicating + Idle routing status time) in interval.
Workforce management metric definitions - Genesys Cloud Resource Center (2024)

FAQs

What is workforce management in Genesys Cloud? ›

Genesys Cloud's workforce management features simplify the process of forecasting interactions and scheduling agents in multi-channel contact centers. These features help you optimize work performance to achieve your organization's operational goals.

What is the formula for service level in WFM? ›

The service level formula is simply the number of calls answered within the service level threshold divided by the number of calls offered, multiplied by 100. This then gives you a percentage service level.

Which functionalities are available in Genesys Cloud CX WFM? ›

Workforce Management
  • Scheduling.
  • Forecasting.
  • User Security.
  • Calendar Management.
  • Managing Overtime.
  • Monitoring Performance and Adherence.
  • WFM Metrics.

What is the difference between answer and handle in Genesys Cloud? ›

Answered and Handle also differ when Genesys Cloud counts them. Answered counts the interval when the agent answered the interaction. Handle counts in the interval when all segments for the agent's handle time (contacting, dialing, talking, hold, and ACW) have been completed.

How do you explain workforce management? ›

Workforce management (WFM) is an integrated set of processes that a company uses to optimize the productivity of its employees. WFM involves effectively forecasting labor requirements and creating and managing staff schedules to accomplish a particular task on a day-to-day and hour-to-hour basis.

What are the roles and responsibilities of WFM? ›

Workforce managers play a pivotal role in an organization by ensuring everything operates at peak efficiency. They make sure that employees are performing efficiently, that everyone is meeting company initiatives, and that the business achieves current and future goals.

How do you calculate WFM? ›

It can be calculated by: net workload / gross workforce. Utilization = occupancy * productivity. Not to be confused with productivity or occupancy.

What is the formula for workload in WFM? ›

Workload: is usually calculated by the following formula: \( Workload = Contact Volume \times Average Handling Time \) Obviously the amount of offered and handled workload can differ over the same interval.

What is SL and SLA in WFM? ›

What is a Service Level Agreement? A Service Level Agreement is a written set of rules and objectives for achieving a business outcome. As the word “agreement” would suggest, multiple parties have to agree on the terms. For an in-house SLA, these parties are the WFM team and operations.

Is shift trades allowed in Genesys Cloud WFM? ›

Shift trades enable agents to trade complete shifts with other agents. You can choose whether to allow automatic approval for trade requests or queue them for administrator review. You can also set a minimum time between shift trade approval and shift start.

What is wem genesys? ›

Genesys Workforce Engagement Management natively integrates with your Contact Center as a Service (CCaaS) solution to simplify operations, boost performance and empower your team to deliver extraordinary results for your business and exceptional experiences for your customers.

What are the routing types used by Genesys Cloud? ›

Routing methods

Genesys Cloud ACD uses a queue's routing method to determine how to match interactions and agents. The routing method determines which routing behavior to use. Skills-based routing methods also use the evaluation method to determine how Genesys Cloud processes skill requests for interactions.

What does ASA mean in Genesys Cloud? ›

Average speed of answer (ASA) The average amount of time an interaction waits in queue before an agent answers it.

What is ACW in Genesys Cloud? ›

After-call work is the work that an agent performs immediately following an interaction. Work may involve keying activity codes, updating customer databases, filling out forms, or initiating outbound contact. As a metric, it indicates the total time an agent takes to finish working on a call.

What are canned responses in Genesys Cloud? ›

Canned responses are pre-written answers to commonly asked questions that agents can use during an interaction. Agents can either read the response to a customer or insert the response into a message, chat, or email. Canned responses save time and ensure consistency.

What is workforce management in contact center? ›

Workforce management (WFM) is a call center staffing model built using a set of processes to ensure that only the right number of agents with desired skill sets are hired at the right time.

What is workforce management module? ›

At its core, WFM is a comprehensive and integrated set of processes and tools that help in planning, managing, and tracking employee work, including time and attendance, employee scheduling, and compliance with labor laws.

What is workforce access management? ›

Workforce IAM (Identity and Access Management) refers to the strategies, processes, and tools used for user lifecycle management and manage how workforce members , business partners securely access and use organizational or business resources, as well as how their identity and account data is stored.

Why use workforce management software? ›

Smarter schedules

Managers can use WFM software to easily create schedules by individual departments, jobs or locations. They may also be able to access time-off balances in real-time, which makes it possible to spot potential gaps in coverage and correct them immediately.

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