The present invention relates generally to employee management tools and in particular to a system configured to manage the work schedules of a plurality of employees.
Historically, management and scheduling of a large employee workforce has been a complex and time consuming task. With regard to scheduling large groups of employees, it is difficult to predict the number of employees required to adequately staff a particular shift. Once the number of required employees is determined, employees must each be assigned a work schedule. Scheduling employees can be a complex task as many different factors constrain which employees may be selected for a particular shift. For example, scheduling limitations exist regarding hours worked per week, hours worked per day, or other factors. Further, some employees are available to work only certain days and/or certain hours. In addition, employees may wish to take vacation time, or to schedule changes for other reasons. Further, certain shifts may unexpectedly require additional employees to meet unexpected increases in workload, or conversely, certain shifts may require fewer employees than previously anticipated.
Workforce Management (WFM) systems have been developed to assist businesses with the challenges of workforce scheduling, particularly in environments where the staffing requirements are variable. Call centers are an excellent example of such an environment. Being correctly staffed is essential to efficient operation of a call center, since too many employees will result in excess labor costs, and two few will results in lost opportunity and/or poor customer service.
The current state of the art for WFM Systems consists of two steps, forecasting how many people will be required for each period of time, and then generating the schedules of the workforce to best meet the forecasted requirements. This results in new schedules for the employees with each new forecast. In order to make the scheduling process friendlier to the employees many systems will allow the manual entry of employee preferences and limitations.
A major deficiency in the current state of the art for WFM systems is that the forecasting/scheduling tasks must be accomplished in enough time to notify the workforce of the required schedules. If the employees schedule will not be fixed, but will be determined by the scheduling system for each period scheduled, you must, as a practical matter, inform people of the schedules they will be expected to work far enough in advance so that they will be available to work their scheduled shifts. This necessitates considerable lead time in the creation of a forecast. Often the schedule is created before all information that would be useful for forecasting is available. Also, any significant change to the forecasting criteria which results in changes to the forecast forces upon management the difficult choice of regenerating schedules for the employees or just trying to adjust the workforce outside of the WFM system.
Another major deficiency with the current state of the art for WFM Systems is that there is often resistance on the part of the employees to work shifts that are (from the employees perspective) arbitrarily assigned by the WFM System. Features like employee preferences, shift bids, and the ability to lock down some of the schedules are attempts to mitigate this problem; however they are not adequate solutions to the problem because loaded information is static and lives are dynamic. The system cannot forecast peoples' actual preferences because they change from day to day.
State of the Art Automatic Call Distribution (ACD) systems are quite sophisticated in how they allow calls to be routed to a population of call center agents. One of the challenges in routing calls to individuals is how to achieve economies of scale when call volumes are low. An effective way to address this problem is to employ multi-skilled agents. A pool of agents who are known to the ACD as being able to handle multiple call type skills, can greatly increase the efficiency of all the agents working the skills. Multi-Skilled (MS) Agents have beneficial impact to the efficiency of agents in a call center that is disproportionate to their numbers in the population.
While the benefits provided by the employment of MS Agents are well established, and the ACD systems provide excellent support for their use, the current state of the art of WFM systems is not up to the task of dealing with the challenges presented by the MS Agent. Most systems make no attempt to deal with MS Agents beyond simply noting that a person scheduled to skill A will also be working skill B.
The real challenge presented by the MS Agents is that the number of agents required is driven by the total number of calls that will be received and must therefore be determined independently for each skill. However the number of agents scheduled is determined by the particular combination of skills that each agent is working. One agent working three skills is not the equivalent of three agents each working one skill. This makes determining how many agents are scheduled to work any given skill difficult to determine when you have MS Agents. Most WFM systems determine all agents as single skilled for scheduling purposes.
Several attempts have been made to overcome these types of problems however, these attempts do not fully overcome the disadvantages of the prior art. For example, U.S. Pat. No. 5,499,291, issued to Kepley, describes a scheduling system that communicates an agents schedule directly to the agent at the agents terminal, thereby preventing the need for manual distribution. The schedule is presented to the agents via video displays that are at each agents actual work station, and thus are available for viewing by a particular agent only when that agent is seated at his or her workstation. Furthermore, the Kepley reference does not provide means to account for schedule changes. Absent these features, a system based on the teachings of Kepley still suffers from many of the disadvantages of the prior art.
Likewise, U.S. Pat. No. 5,289,368, issued to Jordan et al, and U.S. Pat. No. 5,325,292, issued to Crockett, both of which share a common specification, describe systems and methods used to help schedule employee work shifts. However, the methods and apparatus of these systems still possess several disadvantages of the prior art. Among others, system configured according to the teachings of these references still lack an ability to schedule based on employee and not shift, lack an ability to provide the schedules on an employee distributed basis and lack the ability to conveniently and easily deal with schedule changes.
Therefore, what is needed is a new method and apparatus for offering uptime adjustments to a work schedule. More specifically, what is needed is offering uptime adjustments to a work schedule which requests an uptime display, assesses skills, determines manpower availability, calculates manpower delta and offers uptime adjustments.
In accordance with the purpose of the invention as broadly described herein there is provided an employee scheduling system for use in a work environment wherein the employee scheduling system facilitates the storage, distribution, and modification of employee schedules.
The present invention WFM system (called Spectrum) departs from traditional WFM Systems because it does not dictate schedules to employees, it offers options for uptime and downtime in accordance with the employers forecasted needs. The present invention provides each employee a fixed weekly schedule, called the recurring schedule, and additionally provides uptime and downtime adjustment offers based on the employee skill set and the forecasted skills needed. Thus the employee has a set schedule and which he has the option to modify in a fashion which optimally meets forecasted man power requirements. If the WFM system forecasts a manpower overage for his skill, then the employee will be offered downtime adjustments, if the WFM system forecasts manpower shortfalls, the employee will be offered uptime adjustments. In this way, the needs of the company for optimal manpower efficiency and the needs of the employee for flexibility are both simultaneously addressed.
The dual schedule concept is unique to the present invention. The current state of the art for WFM systems do not utilize a recurring schedule due to the fact that new schedules are created for the employee each time a forecast is created.
In one embodiment, a scheduling computer executes the scheduling software to achieve the functions of the present invention. The computer and software running thereon receive input from management including but not limited to employee files, workload data, and schedule changes. Also included in various embodiments of the scheduling system are one or more display monitors located remotely from the scheduling computer, one or more work stations or kiosks located remote from the scheduling computer and a remote access module configured to facilitate access to the scheduling data via telephone or computer network.
With regard to embodiments configured with a remote access interface or portal, the scheduling computer communicates with the remote access interface to facilitate the exchange of data over a telephone or a computer network, such as the Internet. This feature advantageously allows a remotely located employee to utilize the features of the scheduling system. In another embodiment, the remote access module is configured to facilitate a connection between one or more remote offices.
In various embodiments, the system may include the ability for management to transmit a request to the employees over one or more access points, such as kiosks or display monitors, requesting additional employees on a particular shift. This is referred to therein as the posting of a sheet by management. In response, the employees may optionally respond to the request at certain access points capable of receiving input, such as a kiosk.
In one embodiment of the present invention, A method for offering uptime adjustments to a work schedule for at least one currently unscheduled agent possessing at least one skill type, that comprises, accepting at least one forecasted manpower requirement of zero or more agents for an interval of time for a skill, requesting an uptime display for an unscheduled time period of the at least one currently unscheduled agent, assessing the type and number of skill types of the at least one currently unscheduled agent, determining a manpower availability for the an interval of time based upon all agents currently scheduled for each skill type based upon the forecasted manpower requirement, calculating a manpower delta between the forecasted manpower requirement for the an interval of time and the determined manpower availability for each skill type, and offering an uptime adjustment if the calculated manpower delta shows additional manpower is required for any skill possessed by the at least one currently unscheduled agent. The method may additionally comprise tabulating uptime adjustment offerings, accepting the offered uptime adjustment by the at least one currently unscheduled agent, modifying the work schedule of the at least one currently unscheduled agent based upon the accepted uptime adjustment, displaying modified work schedule and listing the offered uptime adjustments based upon the calculated manpower delta. The method may further comprise uncoupling each skill type of the at least one currently unscheduled agent, determining whether an uptime adjustment has been requested by the at least one currently unscheduled agent and selecting an uptime adjustment by the at least one currently unscheduled agent. Wherein the interval of time is one scheduled work shift, the assessment has a priority which is based upon the calculated manpower delta and the forecasted manpower requirement is periodically updated.
In a further embodiment of the present invention, a computer readable medium that comprises instructions that comprises, requesting an uptime display for an unscheduled time period for at least one currently unscheduled agent, assessing the type and number of skills of the at least one currently unscheduled agent, determining a manpower availability based upon assessed skills for each skill type, calculating a manpower delta between a forecasted manpower requirement and the determined manpower availability based upon assessed skills for each skill type, offering an uptime adjustment if the calculated manpower delta shows additional manpower is required for any skill assessed to the at least one currently unscheduled agent, and tabulating uptime adjustment offerings. The computer readable medium may additionally comprise instructions for accepting the uptime adjustment by the at least one currently unscheduled agent, modifying a work schedule based upon the accepted uptime adjustment, adding accepted uptime adjustment to a dynamic allocation queue and displaying modified work schedule.
In yet a further embodiment, system for offering uptime adjustments to a work schedule wherein a manpower requirement is forecasted for at least one currently unscheduled agent possessing at least one skill type, that comprises, a memory that receives at least one of, a manpower forecast and a skill assessment for an currently unscheduled agent, and a processor communicably coupled to the memory, wherein the processor, requests an uptime display for an unscheduled time period for at least one currently unscheduled agent, assesses the type and number of skills of the at least one currently unscheduled agent, determines a manpower availability based upon assessed skills for each skill type, calculates a manpower delta between the forecasted manpower requirement and the determined manpower availability based upon assessed skills for each skill type, and offers an uptime adjustment if the calculated manpower delta shows additional manpower is required based upon assessed skills. The system processor may additionally accept the uptime adjustment by the currently unscheduled agent and modify the work schedule based upon the accepted uptime adjustment.
The present invention provides improved systems and methods for staffing, scheduling, and managing a plurality of employees. In one embodiment, the system includes at least one computer configured with software to receive work force requirement data and create schedules based on the work force requirement data using any of many various scheduling algorithms. Hence, based on input regarding previous work force requirements or anticipated work force requirements, the scheduling system creates work force requirements and offers uptime and downtime adjustments to satisfy those requirements.
Although other applications are possible, one example environment 20 in which the subject invention can be implemented is shown in
For purposes of the present application, the term management is used in reference to a person of authority over workers or employees. In general, management or managers have a different level of authorization in the scheduling system than workers or employees, thereby providing managers access to features of the scheduling system that are inaccessible to workers or employees. In contrast, the terms worker and employee, used interchangeably, refer to the individuals for whom schedules are created, maintained, and monitored. The difference between these terms will become apparent after reading the detailed description that follows.
Within the management office is a computer server 30 configured to execute software written to achieve the function of the present invention. The server 30 and software running thereon receive input from management including but not limited to employee files, workload data, and schedule changes. The server 30 communicates employee schedule data to one or more monitors 32 for display to employees. In one configuration, the monitors are large overhead-mounted video display monitors able to simultaneously visually communicate the schedule data to a plurality of individuals.
In the example environment shown in
Included in this example environment is an Internet server 34 that connects to the Internet or other computer network. The Internet server facilitates connection to the scheduling system by one or more individuals or entities at one or more remote locations 36. For example, in this environment, employees located at their homes may connect to the scheduling system over the Internet to ascertain their work schedule or utilize other functions of the scheduling system of the present invention. The transfer of information between the agent and the present invention WFM system occurs via at least one of a wireless protocol, a wired protocol and the combination of the wireless protocol and the wired protocol. The steps performed in this figure are performed by software, hardware, firmware, and/or the combination of software, hardware, and/or firmware.
For example, in this environment, employees located at their homes may connect to the scheduling system over the Internet to ascertain their work schedule or utilize other functions of the scheduling system of the present invention.
In the example environment shown here, the present invention also facilitates a connection to one or more remote offices 38. In the example environment shown, the remote office comprises another telephone services call center located in another city. The transfer of information occurs via at least one of a wireless protocol, a wired protocol and the combination of the wireless protocol and the wired protocol. The steps performed in this figure are performed by software, hardware, firmware, and/or the combination of software, hardware, and/or firmware.
As shown, the scheduling system interfaces with a central mainframe computer such as a main computer that acts as the center of a companys computer network. In one configuration, the main computer 30 comprises an IBM® brand, Tandem® brand, or other similar mainframe computer operating under a UNIX®, Linux™, or Windows™ family, or other operating system. The particular configuration or apparatus of the main computer 30 is not significant to the present invention other than that it is preferably capable of the functions described herein. The main computer 30 interfaces with the scheduling system, coordinates the receiveance of calls into the call processing system, and communicates schedule data to the employee scheduling system components. For example, in this embodiment the employee scheduling system of the present invention utilizes the data storage, printing, and display facilities of main computer 30.
Within this example environment of a telephone services call center, the system allows for access to the data via a number of access points, including but not limited to a workers computer terminal, centrally located user-interactive kiosks 40, large display monitors 32, telephone 42, Internet, or electronic mail. The transfer of information between the kiosk and the customer premises occurs via at least one of a wireless protocol, a wired protocol and the combination of the wireless protocol and the wired protocol. The steps performed in this figure are performed by software, hardware, firmware, and/or the combination of software, hardware, and/or firmware.
As the present invention is discussed herein in the environment of a call processing system, an automatic call distributor 44 connects intermediate the main computer 30 and the Public Switched Telephone Network (PSTN) 46. The automatic call distributor 44 receives calls, such as calls from customers requesting to purchase an advertised product, via the PSTN 46. Upon receipt of a call, the automatic call distributor 44 may direct the call through the main computer to a call processing system. The call processing apparatus provides means for an employee to service the call, such as by taking the telephone order.
In this illustrative embodiment, the present invention works in conjunction with the main computer, automatic call distributor, and call processing system. The present invention, while operating in conjunction with these systems, is generally independent from the call processing apparatus and automatic call distributor, and is described in this example environment only for purposes of understanding.
The present invention thus comprises an employee scheduling apparatus configured to execute software configured to achieve the functionality of the present invention. The software is described below in greater detail. In one embodiment, the employee scheduling apparatus comprises a computer capable of interfacing with the main frame and executing software. One such computer can be based on a Pentium™ or other suitable processor running a Windows™ family, UNIX™, Linux™, or other operating system. It is contemplated that the employee scheduling apparatus includes at least one data entry device and at least one display device.
The employee scheduling apparatus utilizes the main computer to access one or more database storage devices, such as, by way of example and not limitation, hard disk drives, read/write optical storage, tape drives, and the like. As described below in greater detail, one configuration of the software utilizes the storage device to store employee data, schedule data, and call statistic data.
Although the present invention is described above in an example embodiment of a telephone service call center, it is anticipated that the present invention may be utilized by any of a number of different environments where it is desirable to manage two or more employees.
The system allows the user to define the combination of skills that may be worked concurrently by a user as a skill combo. Not all skills may be worked concurrently, for many reasons. The users may only be assigned to work valid skill combos that are based upon the actual routing rules for the calls delivered via the ACD. A single skill may be used in any number of Skill Combos. MS Agents are scheduled to skill combos. When scheduled to multiple skills the system assumes no preference or priority. It is understood that the agent may be taking calls for any of the skills in the Skill Combo during the interval scheduled. When determining how many agents who are currently scheduled will be available to work a skill, the present invention will allocate the counts multi-skilled agents to one or more of the skills in the skill combo, based upon the percentage of the total number of agents required for each skill.
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The upper threshold may correspond to a dump percentage, at which the shift is considered overstaffed and the sheets sub-module will post sheets to lower or decrease the number of employees assigned to the given shift. The lower threshold may correspond to a fill percentage, at which the shift is considered under-staffed, and the sheets would post sheets to increase the number of employees assigned to the shift. In this second scenario, the sheets sub-module could post sheets until the percentage of slots filled for the given shift falls between the fill percentage and the dump percentage, thus affording more flexibility than the first scenario described above. The target point between the upper and lower thresholds may be specified precisely, or may be specified using known fuzzy logic techniques.
As long as the number of agents allocated to work the skill is less than the fill percentage target the system will offer Uptime adjustments to qualified agents. As long as the number of agents allocated to work the skill is greater than the dump percentage target the system will offer Downtime adjustments to qualified agents. For example, the user may create an Automatic Sheet for Skill A for a given week. The fill target is set to 95% and the dump target is set to 105%. If the number of agents required to work one of the intervals is 1000 then the present invention will offer uptime as long as the number of agents allocated to Skill A is below 950 and will offer downtime as long as the number of agents allocated to Skill A is above 1050. The dump and fill targets are both based upon the forecasted number of agents required, but they operate independently. In the example above there is a gap between 95% and 105% where the present invention would offer neither uptime nor downtime adjustments; however the targets could be reversed so that uptime would be offered while we are below 105% and downtime could be offered while we are above 95%. In this case when the number of scheduled agents is between 95% and 105% the present invention would offer both uptime adjustments and downtime adjustments. Any agent who wishes to do so may access the system via the web or a kiosk and modify their schedule.
Agents who wish to work extra hours will have displayed to them any uptime adjustments that they are eligible to receive. If the agent receives the adjustment, the system will automatically modify their schedule to work the intervals received. Agents who wish to work fewer hours will have displayed to them any downtime adjustments that they are eligible to receive for intervals to which they are currently scheduled. If the agent receives the adjustment, the system will automatically modify their schedule to no longer work the intervals received. MS Agents may be offered uptime adjustments that are multi-skilled. The system automatically converts the offer generated by an Automatic Sheet for a skill into an uptime adjustment for a Skill Combo based upon the skills that the agent is qualified to work. If any skill in a Skill Combo is offering uptime, the uptime adjustment will be offered; however, downtime is only offered if all of the skills in the Skill Combo are currently offering downtime.
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Reallocation occurs periodically based upon either forecasted changes or schedule changes. The frequency of the allocation for an interval will be determined and will depend on the system resources that are available for the task. The determination of uptime and downtime can be done at the time each agent requests available time. Reallocation can be performed on each request, but for efficiency the determination is done in advance. Schedule changes will be occurring constantly as agents modify their schedules by receiving uptime and downtime, and also due to other changes, which can be triggered by a schedule change. Forecasts will change less frequently than schedules, but may have a dramatic impact on the targets. When they occur, they will trigger a reallocation. The system will continue to evaluate the number of agents against the goal for future intervals.
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In short, this embodiment of the invention may reside either on a medium directly addressable by the computers processor (main memory, however implemented) or on a medium indirectly accessible to the processor (secondary storage media such as hard disk drives, tape drives, CD-ROM drives, floppy drives, or the like). Consistent with the above teaching, the program storage device can be affixed either permanently or removably to a bay, socket, connector, or other hardware provided by the cabinet, motherboard, or other component of a given computer system.
Those skilled in the art, when reading this description, will understand that unless expressly stated to the contrary, the use of the singular or the plural number herein is illustrative, rather than limiting, of the instant invention. Accordingly, where a given term is discussed in the singular number, it will be well understood that the invention also contemplates a plural number of the item corresponding to the given term and vice versa, unless expressly stated herein to the contrary.
Those skilled in the art will further recognize that for the purposes of convenience, legibility, and clarity, various data stores or databases are illustrated herein as separate entities, and are discussed separately. However, as to these data stores in particular, the embodiments shown herein are illustrative rather than limiting, and that some or all of these various data stores could readily be combined or consolidated into one or more data stores or databases without departing from the scope of the invention.
The term data store herein refers to any storage medium capable of storing data, whether realized using semiconductor, magnetic, or optical technology. This term can also include abstract data structures supported by any number of programming languages, with non-limiting examples including queues, stacks, linked lists or the like, all of which are implemented at the machine level by disk storage, semiconductor memory, optical media, or the like. If a given data store is implemented as a database, this database can take the form of a relational database, an object-oriented database, and any combination thereof, or any other known database technology. Suitable database server programs are readily available from a variety of vendors, including IBM/Informix, Microsoft, Oracle, or the like.
Various embodiments of the invention are described above to facilitate a thorough understanding of various aspects of the invention. However, these embodiments are to be understood as illustrative rather than limiting in nature, and those skilled in the art will recognize that various modifications or extensions of these embodiments will fall within the scope of the invention, which is defined by the appended claims. While particular embodiments and examples of the present invention have been described above, it should be understood that they have been presented by way of example only and not as limitations. Those of ordinary skill in the art will readily appreciate that other various embodiments or configurations adopting the principles of the subject invention are possible. The breadth and scope of the present invention is defined by the following claims and their equivalents, and is not limited by the particular embodiments described herein.
Although an exemplary embodiment of the system of the present invention has been illustrated in the accompanied drawings and described in the foregoing detailed description, it will be understood that the invention is not limited to the embodiments disclosed, but is capable of numerous rearrangements, modifications, and substitutions without departing from the spirit of the invention as set forth and defined by the following claims. For example, the capabilities of the invention can be performed fully and/or partially by one or more of the KIOSKs, loop interface remote terminal ends, access management system or internet protocol devices. Also, these capabilities may be performed in the current manner or in a distributed manner and on, or via, any device able to provide and/or receive broadband signals. Further, although depicted in a particular manner, various modules or blocks may be repositioned without departing from the scope of the current invention. For example, the functionality performed by the loop interface remote terminal end can be self-contained. Still further, although depicted in a particular manner, a greater or lesser number KIOSKs, DSL transceivers, residential gateways, DC terminations and internet protocol devices can be utilized with the present invention in order to accomplish the present invention, to provide additional known features to the present invention, and/or to make the present invention more efficient.
Although an exemplary embodiment of the system of the present invention has been illustrated in the accompanied drawings and described in the foregoing detailed description, it will be understood that the invention is not limited to the embodiments disclosed, but is capable of numerous rearrangements, modifications, and substitutions without departing from the spirit of the invention as set forth and defined by the following claims. For example, the capabilities of the invention can be performed fully and/or partially by one or more of the processors. Also, these capabilities may be performed in the current manner or in a distributed manner and on, or via, any device able to provide, send and/or receive lookup data. Further, although depicted in a particular manner, various modules or blocks may be repositioned without departing from the scope of the current invention. For example, the functionality performed by the processor and memory can be self-contained. Still further, although depicted and/or described in a particular manner, a greater or lesser number or processors and memories can be utilized with the present invention in order to accomplish the present invention, to provide additional known features to the present invention, and/or to make the present invention more efficient. Also, communication between such modules or blocks can occur via a cellular phone, a computer with external wireless capability (such as a wireless card) or internal wireless capability (such as 802.11 or any of the other 802 variants), an Internet Protocol enabled phone, and/or any device that is able to send and receive information.
This application is a continuation-in-part of pending U.S. application Ser. No. 10/812,857, filed on 29 Mar. 2004, which in turn is a continuation-in-part of U.S. patent application Ser. No. 09/437,833, filed on 9 Nov. 1999, now abandoned, the contents of which are incorporated herein by this reference. The applicants claim the benefit of the filing dates of the above applications to the fullest extent permitted by 35 U.S.C. § 120. The present patent application is also related to commonly assigned U.S. patent application Docket No. PAT-005C entitled MAINTAINING A WORK SCHEDULE, U.S. patent application Docket No. PAT-005D entitled DYNAMICALLY ALLOCATING A WORK SCHEDULE, U.S. patent application Docket No. PAT-005F entitled PROPOSING DOWNTIME ADJUSTMENTS TO A WORK SCHEDULE and U.S. patent application Docket No. PAT-005G entitled EVENT BASED FORECASTING A WORK SCHEDULE, filed on even date herewith, the entire contents of which are incorporated by reference herein.
Number | Date | Country | |
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Parent | 10812857 | Mar 2004 | US |
Child | 11565677 | Dec 2006 | US |
Parent | 09437833 | Nov 1999 | US |
Child | 10812857 | Mar 2004 | US |