CallCentreVoice Topic Adherence Calculation

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Eamon Goodfellow on 20/5/2005 15:57:38.
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Eamon Goodfellow
Head of Business Solutions
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Adherence Calculation  [20/5/2005 15:57:38]

Quick and easy one for a Friday

Let's say an agent was due to work 4 hours between 8am and 12noon

The had a 15 minute break planned for 10-10.15 am

They actually took their break 10.15 - 10.30

What % of their time did they adhere to their schedule?

PS, cricket is good, smoking, while bad is fact of life for some people and writing in english on an english forum is always a good idea!

Eamon

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Adherence Calculation  [20/5/2005 16:19:24]

I've never come across this metric before. Why is it used?

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John Clark
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Splutter!  [20/5/2005 16:23:27]

"writing in english on an english forum"

Urm, it's an English language forum, but it isn't English.

Just thought I'd clear that up.

Hoots mon!

John

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Scott Wilton
Forecasting Manager
Telecommunications provider

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My answer  [20/5/2005 16:25:29]

Eamon,

I make it 87.5%, If an agent is due to work 4 hours (240 mins) and takes a break in the wrojng 15 mins, then for 30 mins of the day they did not adhere to their planned schedule
therefore
210 / 240 = 87.5%

What do i win!!??

Scott

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Justin Dechaine
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Dechaine Consulting Inc

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schedule adherance is very important, KPI even.  [20/5/2005 18:35:43]

Scott is absolutely correct.

I am a little surprised you don't use this metric. It is very common here and I have seen every contact centre use it in some form or anther. Normally we have work force management software (blue pumpkin, IEX, rightforce, etc) that will provide this information to us.

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Dave Appleby
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Healthcare Insurance

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Adherence  [21/5/2005 07:30:17]

Justin.

It's because he is being curious.
He's the HR / Training expert round here and lets
face it adherence isn't really part of that aers.

The one thing is yes it's nice to look at adherence but

1) is 5 min out that bad?

2) has the agt been on a call impacting INTO their break
forcing a time shift etc.

HTH

DaveA


BTW

Lovely and hot here :-)

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Scott Wilton
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Telecommunications provider

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Adherance xtra  [23/5/2005 09:11:19]

Dave,
Whilst I agree with both your points, if you use a WFM system that plans breaks for you around your quieter periods, agents going late on a break could cause you to miss service level (s). This would also make it slightly more work to check if you are using your WFM tool to schedule accurately as you will have another variable to compare/account for.

Another point is was your TM aware and did they make the decision to allow the change?
If they did does that make the change correct or would you still count that as 87.5% Adherance?

Scott

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Working together  [23/5/2005 11:27:40]

TM's jobs usually a KPI to manage call workloads/volumes.

Scheduler's jobs usually contain a KPI to schedule staffing requirements in accordance with forecasts.

There is a definite discussion to be had between the TM and the scheduler about how they compliment each other and work together to balance the human and team needs with the call volumes. The metric of schedule adherence is effectively a measure of how often the TM is 'overriding' the schedule - what's enormously more important is how often this judgement call results in increased productivity and or quality.

But like Dave says what could I possibly know I only train TM to achieve KPI's and work more effectively ;-)

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Working together  [23/5/2005 11:31:05]

The metric of schedule adherence is effectively a measure of how often the TM is 'overriding' the schedule

Excuse me, that is assuming of course that agents themselves are actually sticking to the scedule and the TM has 'control' over their whereabouts.

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Julian Dixon
MI Capability Manager
Vertex DataScience Ltd

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Adherence  [23/5/2005 12:16:35]

Scott makes a good point.

At Vertex Adherence is a big measurement in agent objectives, we make a big deal about being in the right place at the right time.

Here's the problem:

Agents are targeted to achieve >95% Adherence over a year. If an agent is on a call when their break starts they dont cut the call off they continue and go for their break at the completion of the call. Taking the example given, say that call lasted the whole 15 minutes of the break then the agent would get 87.5% for the day assuming everything else was ok and no changes were made to the planning tool.

For the agent - not good, "wasn't my fault"
Team Manager - not good, "agent not happy, it wasn't their fault and my team Adherence score is down"

So what do they do - they move the break - now the agent gets 100%. Is this the right thing to do, in the eyes of the operation yes, but for the schedulers/intraday teams maybe not. If no-one has replaced the agent by being sent early for their break then in the first period headcount will be up against expectations and down in the second 15 minute period. Without a clear record of what was planned any service level failure in that period could be directed at the planning function because the breaks were badly planned. So for the planners this move was not correct, the break should have been left where it was and the adherence reported as 87.5%

Two powerful voices sharing the same measurement but in conflict with one another for equally good reasons.

I know we are talking one agent here and taking no account of any other variances - sickness, AHT, call volumes but all else being equal then this one agent could make a difference.

Here is the problem with planning tools, as powerful as they are they are only as good as the input and the execution of what they say should happen.

Right back to designing corporate dashboards.....

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Justin Dechaine
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some excellent pro vs con  [24/5/2005 13:58:55]

In many ways I found that schedule adherance was a well intentioned and practical method when implemented but as has been pointed out it can be easily adjusted/manipulated in most cases.

In some companys were I worked when a person was sick we input a sick day for them. Hence, they had 100% schedule adherance. Some of our TM (I assume these are managers) had great schedule adherance (and could receive bonus) when half their team was sick or on LOAs!!!

Contrary the TMs who struggled to ensure that their team were trying to be at work at all costs would not score as high.

I found I normally used the schedule adherance method only when a person was abusing it and in conjunction with an ACD trace. If a person was legitimately on long calls then I wouldn't bother them and would go to bat for them if anyone higher up had a problem.

However you have to realize that some people don't like taking their breaks when they are told. Some because its not convient, some to sync up with other co-workers, others I swear out of spite for management. I found consistently some people liked working 3-4 hours straight then taking their two breaks and lunch in rapid succession to "shorten the day".

These were people who when asked would say it was due to long calls, at that point you could then produce reports showing that they had in fact taken say 5-10 EXTRA calls after their allocated break time.

I have screenshots of WFM tools telling me an agent has 25000% schedule adherance. I tend to show my boss things like that when they ask about them. The system is good but inherently flawed.



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Julian Dixon
MI Capability Manager
Vertex DataScience Ltd

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Adherence accounting for Absence  [24/5/2005 14:24:35]

Early on in the system I designed to produce agent metrics it was recognised that absence had a positive impact on Adherence scores.

As the system extracts the base Schedule and Activity records it now ignores full day holidays, sickness, other absence and activities that cannot be tracked via the ACD. This means our target of 95% is based on actually being in the office and working the phones - hooray for ODBC.

No-one can achieve better than 100% either.

For those who like lunches and breaks close together we have the agent preference leading to win win schedules.

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Eamon Goodfellow
Head of Business Solutions
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Adherence Calculation  [25/5/2005 11:34:07]

Hi

Thanks Scott for the answer.

Couple of things
We wouldn't base a team leader's bonus solely on his adherence scores.

Agents do claim that calls put them over on their breaks and analysis shows that about 40% of breaks are missed by more than 10 mins, however only 2% of agents miss going home at the right time........Go figure!

I'd always change the schedule to reflect what actually happens on the day after having the starting position of the schedule saved to show the effect of changes.

Eamon

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Contracts of Employment  [25/5/2005 12:10:31]

Eamon,

please prepare yourself...this isnt a criticism just the basis of a discussion.....

>>>however only 2% of agents miss going home at the right time........Go figure!

I've always been a clock watcher - agents (like most staff) dont get paid to stay late, nothing wrong with that its simply applying contractual terms in the same way that the company does.


I think one of the problems with this whole area of planning and strategy and figures analysis within call centres is that in this country we tend not to think of the contract of employment as being governed by the same rules as any other contract. Instead it's taken as an arrangement which many managers still feel is governed largely by the whim of the employer or business need, and so do not apply themselves to with any great dilligence when the employee exerts their rights under the contract. Judgment and preconceptions start to form that employees might be trying to 'get one over' when they reality is that they are applying their employment rights.

(always ready to start a debate)

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Eamon Goodfellow
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Adherence Calculation  [25/5/2005 12:18:59]


errr, yeah, if you say so!

Generally I just point out this information to the agents, they realise that they have been rumbled and most amend they're behaviours around taking breaks at the right time.

Have not got a problem with them going home on time.

Eamon

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Employer's whims and employee contracts  [25/5/2005 12:40:16]

Thanks Eamon. What do you think of the broader debate? Curious to see if this viewpoint exists in others eyes.

>>>it's taken as an arrangement which many managers still feel is governed largely by the whim of the employer or business need >>>>



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Eamon Goodfellow
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Employer's whims and employee contracts  [25/5/2005 12:41:59]

Hmmm, can't say that I have ever thought about it.

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Employer's whims and employee contracts  [25/5/2005 12:46:19]

Perhaps I have a point then. (wink, wink)

No offence, dont wish to draw you into debate if you dont wish.


Take care and enjoy the week.

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Scott Wilton
Forecasting Manager
Telecommunications provider

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Employer's whims and employee contracts  [25/5/2005 14:23:35]

I think the problem exists both with the managers and the staff, the company sets the rules of work for the employee, The manager is employed to monitor and enforce these rules without question, that is to say that the company says 'we do things this way' and expect the managers to tell staff 'this is how things are done'

This in effect causes the manager to look for breaches of the rules leading to the mindset of staff 'getting one over' from the manager point of view.

Would you agree that it is fair to say that some employees (including those managers) will take advantage of any loopholes or laxness where they can.

If the above statement is true then the sign of a good manager is knowing the difference between a mistake made by an agent and an agent trying to take advantage coupled with taking the appropriate action.

The only way i can see to a real solution is for the companies to add the caveat that although 'we do things this way' exercise judgement when investigating any instances that appear to be breaches of the rules.

this would be more your field of expertise and you probably have thought about this more, what do you think of the above statements?

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Justin Dechaine
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some fair points  [25/5/2005 14:45:06]

Agents do claim that calls put them over on their breaks and analysis shows that about 40% of breaks are missed by more than 10 mins, however only 2% of agents miss going home at the right time........Go figure!

I too often point out similar statistics to my agents and ask them to explain how that is possible.

agents (like most staff) dont get paid to stay late, nothing wrong with that its simply applying contractual terms in the same way that the company does.

Actually...almost ever centre I have worked in does pay our agents for staying late when stuck on a call. I would imagine agents would rebel in places I worked if that wasn't the case. The fact that they are also getting paid overtime means that I bet more than 2% of our agents miss going home on time. We had some agents who would always log out 5-8 minutes late to get that bit of overtime.

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