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Get Workforce Management Reports Reference Guide
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How to use or fill out the Workforce Management Reports Reference Guide online
This guide provides comprehensive instructions for filling out the Workforce Management Reports Reference Guide online. It is designed to help users navigate through each section of the form with ease and accuracy.
Follow the steps to successfully fill out the Workforce Management Reports Reference Guide.
- Click the ‘Get Form’ button to obtain the Workforce Management Reports Reference Guide and open it in the online editor.
- Review the introduction section to understand the purpose of the document and the types of reports available within the Workforce Management framework.
- Navigate to the 'User Access to Reports’ section. Identify your user role and the reports available to you based on your team and contact service queues (CSQs).
- Select the type of report you need from the listed categories such as Productivity Reports, Interval Results Reports, Schedule View Reports, or Performance Analysis Reports.
- For each report, specify the required fields such as start date, end date, team or CSQ, and additional parameters. Make sure to customize the fields that you wish to display.
- Gather all necessary data for the report based on the selected fields, ensuring accuracy by revisiting the 'Field Dictionary' for definitions.
- After completing the report, review the information for correctness, and proceed to save your changes.
- Once you are satisfied with the completed report, you can choose to download, print, or share it as needed.
Start filling out your Workforce Management Reports Reference Guide online today to optimize your workflow.
Workforce management (WFM) is a term that encompasses all of the processes that a contact center undertakes in order to have the right number of staff available at the right time. These WFM processes include each of the following: Forecasting contact volumes.
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