Genesys Back-office Scheduling (EE26) for Genesys Engage on premises

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This topic is part of the manual Genesys Engage On-Premises Use Cases for version Current of Genesys Use Cases.
Optimize utilization for back-office and task-based workers

What's the challenge?

Even the most consistent business has peak periods and needs that change over time. Staffing for peaks leaves some people sitting and waiting for work, but staffing for the average load means unhappy customers or incomplete work during peaks. What if you could better predict and respond to changes?

What's the solution?

Back-office scheduling tools to effectively and accurately forecast work loads, with schedule automation and manual management processes. These systems are widely used by a range of support organizations for dependable efficiencies by aligning work priorities while decreasing management overhead.

Use Case Overview

Story and Business Context

Traditionally, back-office environments have not enjoyed the advanced contact center benefits that workforce management solutions have provided due to the non-integrated nature of such environments. Using Genesys Workforce Management coexisting with a Genesys Enterprise Workload Management solution, businesses can effectively and accurately forecast and schedule back-office work items.

Use Case Benefits*

The following benefits are based on benchmark information captured from Genesys customers and may vary based on industry, lines of business or Genesys product line:

Use Case Benefits Explanation
Improved Employee Utilization Scheduling the most skilled individuals to handle each type of work improves employee utilization. Accurate forecasting, scheduling and performance monitoring for back office staff also improves employee utilization.
Reduced Administration Costs Automated scheduling for back office employees reduces administration effort and cost.
Reduced Overtime Costs Improving strategic and long-term planning for back office staffing reduces overtime costs.
*You can sort all use cases according to their stated benefits here: Sort by benefits


Genesys WFM, when integrated with a Genesys EWM solution, allows users to forecast and schedule for back-office work items.

Use Case Definition

Business Flow

Business Flow Description Forecasting Flow Description

  • Step 1: Validate that the historical data has been collected and stored accurately.
  • Step 2: Workforce Planner or Supervisor creates or edits a forecast scenario.
    • Workforce Planner or Supervisor uses the Forecasting Build Wizard to build a volume forecast.
    • Workforce Planner or Supervisor uses the Staffing Build Wizard to determine the requirements.
    • Authorized user can modify the forecast.
  • Step 3:The Forecast Scenario is then published to the Master Forecast.
  • Step 4:Forecaster notifies the scheduler that the Master forecast is published.

Scheduling Flow Description

  • Step 5:Scheduler creates the Schedule Scenario.
  • Step 6:Scheduler builds the schedule.
  • Step 7:Scheduler publishes the schedule scenario to the Master Schedule.

Intraday Flow Description

  • Step 8:The forecasters, schedulers, planners, or supervisors manage adds, moves, and changes to existing schedules based on their individual access rights.
  • Step 9:Agents are notified of changes via email.
  • Step 10:Scheduler and Forecaster evaluate accuracy of forecast to actual and adjust accordingly.
  • Step 11:Supervisors can monitor the adherence of the agents in their team to the published schedule.

Business Flow

Digital and back office flow

Business Flow Description

Business and Distribution Logic

Business Logic

A prerequisite to any basic WFM deployment is a formal discovery process with resulting commensurate documentation.

Distribution Logic


User Interface & Reporting

Agent UI

Agents access the WFM Web Agent UI with a supported browser. There is no Java in this UI. See Supported 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.

Customer-facing Considerations


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

Document Version

  • Version v 1.1.3 last updated February 25, 2021

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