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Overview

  • In an office setting, a sup may simply view his/her team to see who is present and tap an agent on the shoulder to get their attention.

  • In the remote word, an agent may be logged into ADP and may even show in “Waiting” status for a call but we cannot be certain the agent is not away from his/her desk about to miss the next call.

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  • The Assurance Productivity Policyis covered in training and all agents are expected to acknowledge as an XE Learn Flash.

  • Clear expectations with respect to Productivity are outlined in this policy include including robust accountability measures for failure to adhere to the policy.Regardless, this remains one of the more difficult policies effectively manage

  • This must be closely monitored and agents must be held accountable to ensure goals are met.

Workforce IQ

  • Workforce IQ is a powerful tool to monitor real-time status usage throughout the each day.

Need to capture screenshots during work hours

CXP WFM Teams Chat

  • Our CXP WFM team has a group of RTAs monitoring this tool and notifying agents using mentions when the agent is offline or in an unproductive status agents are in unproductive statuses for longer than they should be allowed (ie offline, break for over 15 min, etc).

  • There should be no other chatter in this chat other than WFM calling out unproductive times and agents acknowledging with a thumbs-up.

  • If an agent replies to an RTA explaining why they were unproductive, regardless of whether the reason is valid, the agent should be reminded in a side chat that any concerns with RTA mentions from the WFM chat should be brought to their supervisor.

  • Sups should pay attention to these notices from WFM as they often identify agents in unproductive statuses for extended periodsthis chat to follow up with agents who are mentioned.

Assurance_Telesales Rocket Chat

  • In addition to the CXP WFM Teams chat, we also have the Assurance_Telesales RC.

  • The purpose of this chat is for sups and WFM to collaborate.

  • The two chats, utilized effectively, can be an effective a great way to identify productivity issues and get agents back on the phone if utilized well.

  • Here is an example from earlier today: WFM calls out this agent a few times.

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  • When there is no thumbs-up from the agent and the lunch time continues to build,

    they reach out to the

    sups are notified in RC:

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  • Here are other examples of what the Assurance_Telesales RC may be used for:

    • Notify WFM of when agents are being pulled for coaching.

    • This way they know the agent is in coaching for legitimate reasons and will not call the agent out in the CXP WFM Teams chat.

    • They also document coaching times in WFM reporting which may be referenced when coaching agents on low Productivity

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    • Notify WFM if an agent needs to leave for the day.

    • Notify WFM of system outages.

    • Notify WFM of trainings.

    • WFM checking with sups regarding agents showing long unproductive times

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