Workforce scheduling

Creating efficient operations and happier teams.

Chapter 1

What is workforce scheduling?

Workforce scheduling is a critical part of workforce management that balances employee availability and satisfaction, customer demand, forecasting, and operational efficiency.

More than just assigning shifts, it's a complex system for matching the right people with the right tasks at the right time.

While scheduling affects many business sectors, some industries face  complex staffing challenges, particularly contact centers and organizations managing customer service teams across multiple channels.

Further reading:

What is employee engagement and why is it important?

Chapter 2

Scheduling and workforce engagement management

Workforce Engagement Management (WEM) solutions have evolved into essential tools that provide workforce leaders and managers with a comprehensive view of their workforce. These solutions handle everything from scheduling and forecasting to attendance tracking, while promoting employee engagement and retention.

By leveraging WEM capabilities, organizations can transform workforce scheduling from a tactical activity into a strategic advantage, enabling better resource allocation, improved employee engagement, and enhanced operational efficiency.

Chapter 3

Benefits of using a WEM solution for workforce scheduling

WEM solutions are powerful tools that optimize scheduling processes and bring major benefits to both employees and organizations.

By using advanced algorithms and automation, these solutions streamline workforce scheduling to improve operational efficiency and boost employee satisfaction.

Fig. 1
Automation in WEM
Further reading:

How flexible scheduling promotes work-life balance and happier teams

Improved productivity

WEM solutions significantly boost productivity and streamline operations across all organizational levels.

For agents:

  • Enable creation of flexible schedules, leading to happier and more productive employees during shifts
  • Minimize schedule conflicts and ensure optimal shift distribution across the workforce

For managers and supervisors:

  • Decrease time spent on administrative scheduling tasks
  • Enhance focus on strategic planning and team development
  • Provide real-time visibility into staffing levels and scheduling performance
  • Improve intraday management and help manage unexpected schedule changes along the day

Strategic resource allocation

Scheduling can support strategic resource management  and cost optimization across many areas:

  • Reduced overtime expenses through better shift planning
  • Optimized staffing levels based on historical data and forecasting
  • Better budget management through predictive scheduling
  • Prevention of understaffing, which helps avoid employee burnout
  • Dynamic adjustment of staffing levels based on real-time data

Enhanced employee satisfaction

WEM and scheduling solutions play a key role in elevating employee engagement and satisfaction, promoting well-being and creating a more positive work environment.

  • Employees can choose schedules that work better for them
  • Regular, predictable schedules help balance work and personal life
  • Team members can easily request time off and manage schedule changes
  • Give agents more control over their shifts, boosting engagement and satisfaction.

Improved customer service

WEM software optimizes scheduling to improve customer satisfaction through better service delivery and response times. Well-managed scheduling provides the foundation for consistent, excellent customer experiences:

  • Optimal staff coverage during peak demand periods
  • Reduced customer waiting times through proper staffing levels
  • Consistent service delivery across all all channels

Enhanced compliance management

WEM solutions ensure organizational compliance with regulations through:

  • Built-in compliance with labor laws and union agreements
  • Consistent application of company policies
  • Accurate tracking of work hours and break times

Chapter 4

What to look for in a workforce scheduling solution

When evaluating workforce scheduling solutions, several key features and capabilities can make the difference between basic scheduling and truly transformative workforce management. Here are the essential elements to consider:

Solutions

Shift management

Shift management is the cornerstone of any workforce scheduling software. A comprehensive scheduling solution should offer tools that go beyond simple schedule creation.

An ideal system has built-in compliance monitoring for labor laws and union requirements, while offering intuitive schedule creation and modification tools. This allows managers to balance operational demands with employee preferences, creating schedules that work for everyone.

Additionally, it should feature a self-service portal where employees can easily manage shift swaps and time-off requests. This empowers staff with greater schedule flexibility while significantly reducing administrative burden on managers.

Solutions

Intraday management

Intraday management capabilities are also a must. This feature lets workforce analysts and supervisors quickly respond to unexpected changes in customer demand or employee availability.

The scheduling system should have tools for quick shift adjustments, maintaining the ideal staffing levels while minimizing disruptions to both operations and employee schedules.

Solutions

Real-time schedule adherence

A comprehensive scheduling solution should provide real-time monitoring of schedule adherence, enabling workforce managers to quickly identify and resolve any deviations from planned schedules.

Through detailed tracking and analytics, the system also should help organizations maintain service level agreements (SLAs) while identifying scheduling patterns that could benefit from optimization.

Solutions

Analytics and reporting

Advanced analytics and reporting capabilities provide clear insights into scheduling performance, trends, and employee allocation

These insights enable continuous optimization of scheduling strategies, leading to improved operational efficiency and cost savings over time.

Solutions

Forecasting and demand planning

By analyzing historical data and trends, workforce scheduling solutions can accurately predict staffing needs, helping organizations avoid understaffing and overstaffing situations.

Additionally, the "what-if" scenario planning feature empowers managers to prepare for different situations and create effective scheduling strategies.

Solutions

Mobile capabilities

Mobile access allows employees and managers to view schedules, get notifications, and handle all scheduling-related tasks at their fingertips.

This accessibility ensures quick responses to schedule changes, helps managers quickly fill staffing gaps during high-demand periods, and keeps team members connected, no matter where they are.

Solutions

Integration with other systems

The ideal scheduling solution must integrate smoothly with HR systems, payroll, CRM platforms, and other workforce management tools.

Such integration breaks down data silos, minimizes manual data entry, and ensures information flows across business operations.

Chapter 5

Addressing workforce management challenges through effective scheduling

Organizations face many challenges that can impact operational efficiency and employee engagement. Advanced scheduling solutions help address some of these challenges while promoting better outcomes for both businesses and their teams.

Inefficient staff scheduling
Labor cost management
Remote workforce management
Employee engagement and retention
Real-time scheduling insights
Chapter 6

How different industries benefit from workforce scheduling

Effective workforce scheduling is beneficial for multiple industries, each with its unique requirements and considerations.

  • Contact centers

    Optimize operations by matching agent availability with predicted contact volumes across channels.

  • Healthcare

    Hospitals and clinics use scheduling systems to ensure department coverage while meeting medical staff regulations and patient care standards.

  • Retail

    Align staffing levels with foot traffic patterns and seasonal demands to improve customer service and efficiency.

  • Manufacturing

    Balance production line staffing to maintain the right mix of skilled workers per shift while meeting safety standards and production goals.

  • Airlines

    Coordinate flight crews and ground staff across routes while following aviation regulations and rest requirements.

  • Financial Services

    Schedule staff across client services, global trading, and back-office operations.

  • Hospitality

    Manage complex staffing needs for hotels, restaurants, and event venues through workforce scheduling tools.

  • Transportation and Logistics

    Coordinate crew schedules while following safety regulations and rest requirements.

Fig. 7
Improving employee experience with Aspect
Chapter 7

Reimagining workforce scheduling with Aspect

With over 50 years of industry-leading experience, we’re prioritizing the human aspect of workforce management, creating solutions that drive both individual and organizational success.

Our WEM solutions simplify workforce management by streamlining scheduling, improving communication, and enhancing collaboration. It’s built to drive better employee engagement, boost operational efficiency, and support business growth.

Whether you’re scaling your workforce, optimizing resources, or enhancing employee engagement, Aspect WorkforceOS gives you the tools to transform how you manage your teams.

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