Workforce Management

The right people, on the right shift, at the right moment.

Available now. Request a guided demo with one of our specialists.

Schematic representation of the Workforce Management interface. Product screenshots are provided during a demo.

Overview

What Workforce Management does

Workforce Management replaces the spreadsheet that most operations still plan with. Build forecasts from historical interaction volume, translate them into required staffing per interval, and publish schedules that respect contracts, skills, breaks and site rules.

Once the schedule is live, the operation moves. Agents request changes, supervisors approve or decline them, and adherence is measured against what was actually planned — so the conversation about coverage is based on data instead of memory.

  • Forecasting & capacity planning
  • Shift scheduling
  • Adherence tracking

Key Benefits

Why operations adopt it

01

Plan with evidence

Interval-level forecasts based on your own historical volume, not a vendor average.

02

Schedules that hold up

Contract hours, skills, breaks, rest rules and site calendars are applied when the schedule is generated, not discovered afterwards.

03

Fewer escalations

Shift swaps, time-off requests and schedule exceptions follow an approval flow with a record of who decided what.

04

Adherence you can act on

Compare planned versus actual activity per interval and see where coverage is breaking before the service level does.

Capabilities

Capabilities

Configured by your own administrators — not hard-coded into the application.

01

Volume forecasting

Build forecasts per queue, campaign or channel from historical data, with seasonality and manual overrides.

02

Capacity requirements

Translate forecast volume and handling time into required agents per interval, including shrinkage assumptions.

03

Shift and roster design

Define shift patterns, rotations, split shifts, breaks and lunches, then apply them to teams or individuals.

04

Skills and multi-site

Schedule by skill, language, queue and location so a single plan can cover several sites and time zones.

05

Agent self-service

Agents view their schedule, request time off and propose shift swaps from their own portal.

06

Approval workflows

Configurable approval chains for absences, swaps and overtime, with full history.

07

Real-time adherence

Compare scheduled activity with actual agent state through the connector layer and surface exceptions as they happen.

08

Coverage analytics

Planned versus required versus actual, by interval, team and site, with exportable reporting.

Use Cases

Where it is used

Seasonal demand peaks

Model a campaign launch or a seasonal peak before committing to hiring and overtime budgets.

Multi-site operations

Plan several locations and time zones in one view while keeping local rules and calendars intact.

Blended voice and digital

Plan capacity for agents who handle calls and digital channels with different handling profiles.

Integrations

Connects with

Integration availability is confirmed for your environment before any commitment is made.

See Integrations
Asterisk Available

Connector for Asterisk-based telephony environments — one of several supported platforms.

AsterCDR Available

Connector for AsterCDR interaction and call detail data.

REST API Available

Every application exposes a documented REST API for reading and writing its own data.

Webhooks Available

Subscribe to events and receive signed outbound calls when something changes.

LDAP Available

Authenticate users and synchronise directory attributes from an LDAP service.

SAML Single Sign-On Available

Federated sign-in against your corporate identity provider.

SFTP & File Exchange Available

Scheduled import and export of structured files for systems without an API.

Payroll Systems Custom Integration

Period exports mapped to your payroll provider’s expected format.

Architecture

How it is built

This application runs as a multi-tenant SaaS product with its own data isolation, role model and API. It can operate entirely on its own, or exchange data with your existing systems through the connector layer.

Multi-tenant isolation

Each customer operates inside an isolated organisational environment. Data, users, configuration and reporting are scoped to a tenant at the application layer.

Role-based access control

Permissions are granted by role, and roles are scoped to the tenant, team and function that requires them.

API authentication and scoping

Integrations authenticate with issued credentials limited to specific endpoints and data, and can be revoked independently.

See Workforce Management in a working environment.

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