Staffing ops
Run today’s staffing: who is out of adherence, how the day compares with plan, cover by skill, shift swaps, overtime, availability, attendance and weekly patterns.
Where to find it
Calls › Staffing ops
Open this screen
Steps
- Open 📞 Calls › Staffing ops. The page is titled “Workforce operations”.
- Read the tiles: “Out of adherence now”, “Queues without cover”, “Today vs plan” and “Surplus hours”.
- Choose a tab: “Today”, “Skills & sites”, “Swaps & overtime”, “Availability”, “Attendance” or “Seasonality”.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Tabs | Each tab is one view. The tab you choose is kept in the address (?tab=). | Today |
Troubleshooting
“Today vs plan” shows a dash.
No forecast exists for today. An admin or manager can build one on Workforce with “Rebuild forecast”.
Tips
- “Surplus hours” are hours that could be released when the day runs lighter than planned.
Good to know
- “Attendance” and overtime cost are for admins and managers.
Related how-tos
- See who is out of adherence and how today is going See who is not where their shift says right now, how today’s calls compare with the forecast, and who could move between inbound and outbound.
- Claim a swapped shift or overtime Pick up a shift someone has put on the board, approve or reject swaps as a manager, and take overtime slots.
- Set when you would rather work Tell planners which hours you prefer, would rather avoid or cannot work, and see how well today’s shifts match what people asked for.
- Workforce Compare the staff you need with the staff you have scheduled for a day, see the roster and how closely people kept to it.
- See the weekly pattern of calls See which weekdays run above or below the average, learned from your call history.
- Check cover by skill and the roster by site See whether each queue has someone qualified on shift, and who is rostered at each site in its own time zone.