Configuring Adherence Rules
You can configure Adherence Rules for each Schedule State Group and for multiple media channels within a site. These rules determine what standards WFM uses when monitoring agent performance. To view the Adherence Rules pane, select Adherence Rules at the top of the Schedule State Group Properties pane.
Adherence Rules Pane Controls
|Save Now||Click to save changes you have made in this pane.|
| Associate Genesys current states
with schedule states group
|Click to associate Genesys current states with schedule state groups.|
|Delete State||Click to delete an associated Genesys state.|
|Help||Click to view a Help topic about the Adherence Rules pane.|
Adherence Threshold Levels
|Channel|| Click to configure the media channel for the schedule state group. Select one of three radio buttons:
ImportantThe channel name must match the name that is used in Stat Server statistics (and sent to WFM).
|Channel Name||Enter a name for the selected channel.|
Genesys Current States Mappings
|Start Before Threshold field|| Enter a start time. This is the duration of time considered to be adherent time before the start of a schedule state.
Valid values are 0–20. The default value is 20.
|End After Threshold field|| Enter an end time. This is the duration of time considered to be adherent time after the end of a schedule state.
Valid values are 0-20. The default value is 20.
|Current State drop-down list||Select a state from this list to set the current state to be mapped to the aux (reason) code.|
|Aux Code (Reason) field|| Enter an appropriate aux (reason) code. A reason is user-specified information that supplements schedule state information. A reason helps to define the precise nature of the schedule state group to which it is attached.
TipReasons do not apply to all Genesys current states. Refer to your Genesys Stat Server documentation for additional information.
Start Before and End After Thresholds
Set the Start Before Threshold and End After Threshold for an acceptable amount of flexibility in scheduled state start and end times. Threshold settings indicate how many minutes early or late an agent can transfer to a scheduled state without being considered nonadherent.
Example 1: An agent is scheduled to start a shift at 12:00 PM and the Start Before threshold is set for 5 minutes. If the agent starts the shift at 11:54 AM, which is beyond the 5-minute threshold, it is written to the database and appears on the adherence reports as a nonadherent current state.
Example 2: If the schedule requires agents to work from 12:00–1:00 and both thresholds are set to 5 minutes, an agent who starts at 11:55 and ends at 1:04 is adherent. Agents who start and/or end outside the configured thresholds are either nonadherent or severely nonadherent.
You can configure the setting that marks the cut-off between nonadherence and severe nonadherence in the Alarm Threshold combo box on the Site Properties pane of the Organization module. See Site Properties for details.
Setting Adherence Rules
To set adherence rules for a schedule state group:
- In the Schedule State Groups pane, select a schedule state group.
- At the top of the Schedule State Group Properties pane, select Adherence Rules.
- The Adherence Rules pane opens.
- In the Start Before Threshold and End After Threshold fields, set the adherence threshold levels for the schedule state group.
- These rules define agent adherence parameter. Agents are adherent if their start time and end time are within threshold intervals for that scheduled state.
- Select the media channel for the Schedule State Group: None, Voice/Unspecified, or Specify Name.
- If you choose Specify Name, enter the channel name—for example, email.
- The channel name must match the name that is used in Stat Server statistics (and sent to WFM).
- Click Associate Genesys current states with schedule states group to populate the mappings list in the lower half of the pane.
- Select the current states that should be associated with this schedule state group.
- Continue adding rows as necessary.
- To remove a Genesys current state from the Current State column, select it and then click Delete State .
- You can associate a Genesys current state with any number of schedule state groups.
- Enter reasons (aux codes), if necessary, by typing the appropriate code into the Reason Code column for the appropriate Genesys current state.
- Click Save Now .
Configuring Media Channels for Schedule State Groups
Configuring a media channel for schedule state groups enables you to track an agent adherence to the schedule when agents are scheduled to work on multiple media channels or when agents are working on a media channel that is currently not scheduled. Agents are considered non adherent, if they are non adherent on any one of those channels.
After implementation, WFM tracks multiple channel-related agent real-time states per time interval. See the following example of a contact center use case that might require multi-channel adherence tracking.
Use Case: Tracking Multi-Channel Adherence
A site in the contact center has voice and email related activities, and agents can make outbound calls, which are scheduled as exceptions. The schedule state groups can be configured as follows:
|Schedule State Group||Channel||Schedule State||Real-time States|
|Inbound calls||Voice/Unspecified||All (immediate) voice-related activities||WaitForNextCall, CallRinging, AfterCallWork, CallInbound|
|Outbound calls||Voice/Unspecified||Exception types that represent outbound call work||WaitForNextCall, CallRinging, AfterCallWork, CallOutbound|
|E-mails||<channel_name> (for example, email)||Deferred, email related activities||WaitForNextCall, CallRinging, AfterCallWork, CallInbound|
|Overheads||None (no channel)||Breaks, meals, time off, exceptions, etc.||NotReadyForTheNextCall, LoggedOut|
For more information about how WFM calculates agent adherence for single channel and multi-channel sites, see Adherence Calculations.