Create an activity
Create an activity, which is the basic building block of WFM. Activities specify the scheduled work and the actual work done by employees.
Core activities and Non-core activities
Core activities are used in events that contribute to the Staffing, FTE Differential, and Service Statistics (such as Service Level, ASA, Dial and Backlog). These activities represent time when the employee is working on a customer-facing activity. These activities must be mapped to at least one media (including Phone, Voice-Over-IP, Chat, Email, Fax, Callback, and Social Post).
Examples of these activities include Immediate, Blended, Email and Phone Outbound.
Non-core activities do not contribute to the Staffing, FTE Differential, and Service Statistics (such as Service Level, ASA, Dial and Backlog). These activities represent time when the employee is not working on a customer-facing activity. These activities can be optionally mapped to a media (including Phone, Voice-Over-IP, Chat, Email, Fax, Callback, and Social Post).
Examples of these activities include Research, Audits, Supervisory Time, Lunch, and Break.
Shift and shift events based on core and non-core activities
Both core and non-core activities can be used for a shift, depending on the business case. For example, a shift can be based on the core activity, Phone, where the employee is working on customer phone calls. A shift can also be based on the non-core activity, Research, where the employee works on special projects or customer resolution cases.
Both core and non-core activities can also be used for shift events, depending on the type of shift event:
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Working shift event: Shift event linked to a core activity. Examples include scheduling a core activity, such as Email, on top of the Shift (Primary Activity), Phone.
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Non-working shift event: Shift event linked to a non-core activity. Examples include Break or Lunch.
Before you begin
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Determine whether you need to create a new activity - see Predefined activities
Procedure
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Go to Work Administration. Under Activities, select Activities.
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From the left pane, select the organization for which you want to create a new activity.
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Select Create Activity.
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On the Activity Details screen, complete the fields and select Save.
What to do next