Genesys Task-based Scheduling (EE28) for Genesys Engage cloud

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This topic is part of the manual Genesys Engage cloud Use Cases for version Current of Genesys Use Cases.
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Control the scheduling of the sequence of task agents work on

Use Case Overview

Story and Business Context

Some customer experience environments need to control the scheduling and sequencing of specific tasks. For example, schedulers may wish to control which activities, channels, or tasks are worked on together or individually.

Task sequencing allows the administrators and management teams to utilize workforce management to create sequences of events that can be scheduled on a regular basis, removing the need for multiple edits to align schedules to sequencing requirements.

Use Case Benefits*

Use Case Benefits Explanation
Improved Employee Occupancy Schedulers can ensure that certain types of tasks are incorporated into the agent's day and when those tasks are performed.
Improved Net Promoter Score Schedulers can prioritize activities by type of work so that non-customer facing tasks do not negatively impact the customer experience.
*You can sort all use cases according to their stated benefits here: Sort by benefits


Task Sequences guarantee that a specific period of time is spent on specified types of work throughout the day.

Use Case Definition

Business Flow

Business Flow Description

  1. Create an Activity representing the desired task in question. Repeat for each desired Task. Some commonly configured tasks include:
    • Manual outbound dialing
    • Email-box cleanup
    • Manual correspondence
    • Customer Callbacks
  2. Create an Activity Set.
  3. Associate an Activity Task with the set.
  4. Create a Shift Rule dictating how the Agents' schedules can be optimized.
  5. Create a Task Sequence within the Shift Rule dictating what order within the day Tasks should occur.
  6. Associate Shift Rule with an existing Contract or Rotating Pattern in WFM.
  7. Scheduler creates the Schedule Scenario.
  8. Scheduler builds the schedule.
  9. Scheduler publishes the schedule scenario to the Master Schedule.

Business and Distribution Logic

Business Logic

  • Are Task Sequences needed?
  • Can they be interrupted by meals?
  • What are the minimum and maximum durations for the Tasks?
  • Can they be optionally used?
  • What order should the tasks occur in during the day?
  • Do they need to be anchored to the start or end of the shift?

Distribution Logic


Use Case Requirements

Customer Interface Requirements

Genesys WFM Web Supervisor is a browser-based UI that requires a Java applet. Access control for specific roles (such as Planners, Supervisors, Forecasters, and Schedulers) is handled via User Security configuration. See Operating Environment Guide for specific browser support.

Agent Desktop Requirements

Agents access the WFM Web Agent UI with a supported browser. There is no Java in this UI. See Operating Environment Guide for specific browser support.


Real-time Reporting

The following figure shows the reporting flow:


Approved, authorized staff can generate, schedule, and distribute out-of-the-box reports in the following categories:

  • Configuration
  • Forecast
  • Performance
  • Schedule
  • Adherence
  • Audit

The Genesys WFM product contains a number of out-of-the-box real-time reporting elements. Details can be found in the Workforce Management Administrator Guide.

Historical Reporting

The Genesys WFM product contains a number of out-of-the-box historical reporting elements. Details can be found in the Workforce Management Administrator Guide.


General Assumptions

Customer Assumptions


All required, alternate, and optional use cases are listed here, as well as any exceptions.

All of the following required: At least one of the following required: Optional Exceptions

    Workforce Engagement

      None None

      Premise Assumptions

      Cloud Assumptions

      This Use Case is Available in the Cloud

      Related Documentation

      Document Version

      • v 1.0.4