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Workforce Management (WFM) provides Overtime planning and tracking views for supervisors, into which they can enter overtime hours for a single agent or multiple agents by specifying the time interval and activity.

This topic includes the following sections:


WFM automates the overtime insertion process in the following ways:

  • Finds the appropriate shift definition for the extended shift
  • Schedules break/meals on the overtime part of the shift
  • Designates overtime by specifying a marked type
Overtime functionality is available on the Master Schedule only. There is no overtime interface for Agents.

You can also enter overtime in the Intra-Day, Agent Extended, and Weekly views by inserting a work set with Marked Time. Secondary shifts and activities can be used to plan overtime.

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Overtime Requirements View

In WFM Web, you can plan, set, and track how overtime requirements are met in the Master Schedule > Overtime view. To use this view, set the user security rights in Configuration > Roles > Role Privileges > Access Overtime Requirement or Configuration > Users > Role Privileges > Access Overtime Requirement.

Overtime data is displayed in a grid, which has an editable Overtime Requirement column and a read-only Overtime Scheduled column. The Overtime Scheduled column is calculated according to the scheduled Marked Time (ensure the Overtime option is checked). The following optional columns contain information that justifies the need for overtime hours (see the figure below):

  • Staffing—Calculated and required staffing.
  • Difference—Schedule coverage showing the difference between calculated and required.
  • Variance—Equals the coverage minus the calculated, and is the anticipated unplanned overhead.

WM 812 overtime rqmts granularity.png
Figure: Overtime Requirement View with Monthly Granularity

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Assigning Secondary Skill Sets for Overtime

Shifts are assigned to contacts in Web for Supervisors in the Policies > Contracts view (see the figure below) as either Primary or Secondary. Secondary assignments are used for overtime only and represent a broader set of constraints, while Primary assignments are used for other functionality.

WM 812 shift assignment state.png
Figure: Web for Supervisors—Policies > Contracts > Shift Assignment

Secondary activities can be defined in one of two ways in Web for Supervisors in the Configuration > Agents > Activities view (see the figure below):

  1. Assigning skills to the agent as Secondary
  2. Assigning activities as Secondary with an effective date.

During overtime, agents can work on activities for which they are not normally scheduled. Therefore, entering overtime for an agent can change the agent’s work day so that the usual shift definition no longer fits.

WM 812 config agents.png
Figure: Web for Supervisors—Configuration > Agents > Activities View

During WFM migration from 7.6.1 to 8.x, all shifts and activities are set as Primary assignments.

Configuring Overtime for Individual Agents

The Overtime view is available in the Master Schedule only. However, you must publish a scenario with the inserted work sets before the information can be seen in the Overtime view.

You can schedule overtime for an agent by inserting a work set and using Marked Time to mark it as overtime. Use one the wizards in the following views:

  • Insert Wizard—Schedule > Intra-Day, Agent-Extended views (Master and Scenarios)
  • Insert Multiple Wizard—Schedule > Intra-Day, Agent-Extended, and Weekly views (Master and Scenarios)

Display procedure... [+]

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Tracking Scheduled Overtime Results

You can use the following views to track scheduled overtime results:

  • Schedule > Schedule Scenarios Intra-Day view in the Performance Data pane
  • Schedule > Master Schedule Intra-Day view in the Performance Data pane
  • Schedule > Master Schedule view > Overtime view

The Performance Data pane separates the scheduled overtime part of the coverage within the calculated staffing graph and distinguishes it from the overtime requirement. See the figure below.

WM 812 overtime advanced fd view.png
Figure: Calculated Staffing Graph—Full Day View

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This page was last edited on March 17, 2015, at 00:26.


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