Resource Management (WE02) for GenesysCloud

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This topic is part of the manual Genesys Cloud Use Cases for version Public of Genesys Use Cases.
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Optimize workforce planning and scheduling across all channels. Automate forecasting, scheduling and improve employee engagement.

What's the challenge?

Contact centers without the right insights and tools may find it hard to create balanced schedules that prioritize customer experience while considering employee hours, contracts, preferences and labor laws. Optimizing employees’ schedules is a tricky balance between customer experience and higher workforce costs. Without the ability to create forecasts easily and accurately, it’s a challenge to schedule your workforce effectively.

What's the solution?

The goal of resource management is to provide the right balance between business objectives and employee work/life balance. Genesys Cloud automatically gathers interaction data and produces the most mathematically accurate forecast possible(>95%) . Genesys Cloud schedules can be built for multiple weeks across multiple management units accommodating performance goals, constraints, labour laws and union agreements.

Story and Business Context

Contact centers are complex, continually changing entities. They often have a large human resource with varied skills and operates long hours, making Resource management a challenge. If any one element falls away – agents calling in sick, for example – the entire process may break down. Spreadsheets were once the method of choice for resource management, and creating these manually required a skilled, numbers-savvy manager. As the contact center becomes increasingly complex. However, manual processes become less feasible.

Forecasting expected interaction volume and creating schedules for agents are two of the most important roles of resource management. It’s tricky to get right: if you under-staff the center, customer satisfaction levels go down and agents become burned out.

Resource management software can help eliminate some of the most time-consuming tasks for managers while simultaneously increasing the accuracy of forecasts and the flexibility of schedules. Some of the most common challenges of resource management are:

  • Inaccurate forecasts - While managers traditionally use historical data to create forecasts, there are other factors to consider (time of year, marketing activities and even weather). The more data points involved, the more fallible manual calculations become.
  • An inability to be all channels- While interactions may take up most of the resource’s time, other contact media and even manual tasks need to be factored into forecasts and schedules.
  • A lack of real-time exception planning - An employee may need to leave suddenly, or an unexpected spike in volume may consume more resources than expected.
  • Limitations to physical premises- While your current methods of scheduling and forecasting may work well enough for employees on your physical premises, what about remote employees? or business partners?
  • Problems with adherence - Schedule adherence is critical to a well-run contact center, but manual methods don’t account for it. If your customer interactions are time sensitive, understanding your resourcing shortfalls and availability can improve customer experience.

Resource management is all about assigning the right employees with the right skills to the right job at the right time and through a platform that address most of the well-known challenges. Challenges such as forecasting accuracy, multi-channel resource allocation, exception handling and adherence control have been around for a while. However, a wealth of resource management software today continues to use Erlang-C based forecasting and scheduling algorithms which do not provide the accuracy,  processing speed nor the agility required to fulfill the expected digital channel explosion (digital transformation), the rise of asynchronous messaging and combined self and agent-assisted journeys.

Genesys Cloud Resource management will help simplify the process of forecasting interactions and scheduling employees in multi-channel contact experience environment. Its AI-powered core capabilities help companies optimize resource utilization through highly-accurate forecasts and lightning fast scheduling so that supervisors can spend more time coaching their agents to achieve organizational goals.

By leveraging other workforce engagement capabilities, facilities and resource management teams can determine new arrangements for flexible work-time allocation, work-remote scenarios, gamification and other employee self-managed services through agile, upgrade-free and rapid innovations delivery in a single platform to keep operational efficiency, effectiveness and business performance under control.

Use Case Benefits

Use Case Benefits Explanation
Improved Customer Experience Getting the customer to the most appropriate resource on the first pass results in fewer transfers, shorter contacts and improved end-customer satisfaction.
Improved Employee Occupancy Optimize planning and resource utilization through accurate omnichannel forecasting, scheduling and skills. Improve Agent Adherence to Workforce Schedule by offering visibility into current information on agent performance metrics, schedule adherence and forecast variances. This information allows for better management of variances between target and actual availability.
Improved Employee Productivity Reduction of overstaffing (inbound agents) enables the precise scheduling of contact center agents based on integrated forecasting of expected activity. That means organizations are more likely to have an appropriate level of staffing for all portions of the workday. It reduces staffing costs, reduces telephony expenditures, and improves end-customer satisfaction.
Reduced Administration Costs Reduce manual workforce administration activities by decreasing the time and costs associated with manual WFM efforts through automated data collection, forecast creation and schedule generation.
Reduced Deployment Costs Increase speed of deployment, as Genesys Cloud WFM is part of the overall Genesys Cloud solution there is zero implementation costs for WFM operation. It is just a matter of configuring the fully-integrated platform
Reduced Handle Time Ensure that the appropriate number of best-qualified agents are scheduled at the right time.


Resource Management forms part of the critical operations in all modern customer experience environments and is a process that maximizes performance levels and competency for a Contact center. The process includes all the activities needed to maintain a productive workforce, such as human resource management, budgeting, forecasting, scheduling and analytics.

Genesys Cloud Resource management provides software to support contact center workforce management that delivers a set of optimized schedules, utilizing agent skills and contract rules while providing editing and monitoring capabilities for the contact center. Demand-oriented resource management enables planners to optimize staffing by creating schedules that conform to the forecasted requirements. At the same time, a resource management solution helps organizations manage adherence to all relevant legislation, local agreements and the contracts of individual employees including work-life balance guidelines.

In today's world of multiple digital channels, a contact center may have set call hours but digital channels are always on. Without the right insights, it’s hard to create balanced schedules that allow contact centers to be responsive to digital interactions while considering employee hours, contracts, preferences and time off, and labor laws.

Genesys Cloud Resource management helps you find the right balance. Genesys solution automatically gathers data, making it easy to get accurate forecasts and scheduling scenarios across channels. Factor in arrival patterns and hours of operation to cover your bases, and get real-time insight and monitoring into SLAs and schedule adherence.

Use Case Definition

Business Flow

Operation Rules / Basic configuration

Business Flow Description

  1. Configure Business Units
    1. Add Business Unit name, Start Day of week, Timezone, Division
    2. Select Historical weeks in Short term forecasting
  2. Configure Management units
    1. Add Management Unit Name, Division
    2. Add Planning Period, Maximum occupancy %, Planning period length
    3. Set Adherence Thresholds, Target and Exceptions
    4. Enable or Disable Time off requests
    5. Enable or Disable Shift trading and set criteria for automatic review
  3. Configure service goal templates
    1. Add Service goal Group Name
    2. Set Service goals consisting of Interactions answered %, Enable average speed of answer and Abandonment rate
  4. Configure planning groups
    1. Add Planning group name
    2. Select a Service goal template for the planning group
    3. Verify the Agents list who can handle the planning Group are displayed.
  5. Configure/edit time off Activity code(s)
    1. Add new Activity Code name
    2. Set Activity category, Length, Enable or Disable activity code as Paid Time or Work time

Business Flow

Work Plan configuration

Business Flow Description

  1. Complete the Operational rules/ Basic configuration workflow
  2. Create a new work plan by Adding a new work plan or copy a existing work plan
  3. Create and configure the shifts:
    1. Specify start / end-time for each shift.
    2. Set up break / meal and any other shift related setting.
  4. Edit Work plan details
    1. Set weekly constraints
      1. Enable or disable weekly paid time
      2. Set minimum and maximum work days per week
      3. Set minimum consecutive time off per week
    2. Set weekend constraints
    3. Set planning period constraints consisting of
      1. Minimum and maximum days off per planning period
      2. Minimum and maximum paid time per planning period
    4. Set general constraints consisting of Daily paid time divisible, Maximum consecutive working days and minimum time between shifts
  5. Add Agents to the work plan.
  6. Validate and Save work plan.

Business Flow


Business Flow Description

  1. Add a new forecast
  2. Select the start week
  3. Select creation method
    1. Automatic best method selection
    2. Weighted historical index
    3. Weighted historical index with source data import (example)
    4. Import forecast data (example)
  4. Select number of weeks based on the creation method
  5. Add/Generate forecast
  6. In case of Weighted historical index method, select source tab you apply the Source data weight factors for more emphasis on a specific period
  7. Review forecast in the weekly view and multi-week view
  8. Forecasters can manually perform modifications to the forecast
  9. Save forecast

Business Flow

Time off Planning

Business Flow Description

  1. Configure the Time Off Request permissions
    1. Supervisors can Administer Time off request Permissions through : Workforce Management > Time Off Requests > Add, Administer, Delete, Edit and View
    2. Agents can view their time off request through: Performance > Overview > Agent tab > Schedule
  2. Configure/edit time off Activity code(s)
  3. Supervisor can now Add/approve/deny/edit time off request(s)

Business Flow


Business Flow Description

  1. The Workforce manager starts the generation of a new schedule based on a forecast or by adding a blank schedule
  2. Generate schedule
    1. Select Schedule start week
    2. Select number of weeks
    3. Schedule duration
    4. Description
  3. The Schedule engine generates an unpublished schedule.
  4. The Workforce planner opens the generated schedule and manually updates / changes the schedule. Following can be edited in a schedule
    1. Add, move, delete activity
    2. Swap shifts between agents
    3. Add shifts to agents
    4. Reschedule
    5. Publish schedule
  5. View a Published schedule, edit/adjusting activities would change schedule for the agents concerned
    1. Re-forecast workload and re-schedules
  6. When ready, the workforce manager publishes the schedule and makes it available for the agents.
  7. Modification to the schedule require re-publishing the schedule

Business Flow

Shift Trading

Business Flow Description

  1. Configure trade rules.
    1. Auto approval rules
    2. Agent matching criteria
    3. Activity category trade rules
  2. Configure permissions for agents to participate in shift trades
  3. Manually approve trades that aren’t auto approved

Business Flow

Intraday Management

Business Flow Description

  1. View intraday monitoring
  2. View real -time adherence
  3. Edit schedule
  4. Re-forecast workload
  5. Re-schedule
  6. View historical adherence

For more details

For additional details, contact your Genesys Sales Representative by filing out the form or for immediate assistance call us: 1-888-Genesys.