Analyze adherence and conformance from the time worked summary
View the time worked summary of your team members to determine if your teams are adhering to the planned schedules. You can also use historical adherence, which is a reporting view of real-time adherence, to see how well your agents have followed their schedules in the past.
Before you begin
Role required: sn_shift_planning.admin
About this task
Adherence and conformance calculations are based on the defined
configuration and your agents' actual and planned work schedules.
Note:
Your administrator can disable schedule adherence or change the
configuration for adherence and conformance. For more information, see Configure properties for schedule adherence and conformance.
For information about schedule adherence, see the "Schedule adherence" section of Scheduling in Workforce Optimization for Field Service.
Procedure
Example
- Shift time begins at 8 a.m. and goes to 4 p.m. = 8 hours
- Planned time = 8 hours = 480 minutes​
- Clocks in 8 a.m. and clocks out at 12 p.m. for a break. Back from the break, clocks in at 12:30 p.m. and clocks out at 4 p.m.
- Minutes worked in shift = 480 - 30 = 450 minutes​
- Schedule adherence= (minutes worked in shift/scheduled shift time in minutes + overtime) = 450/(480+65) = 82.57%
- Conformance= (minutes worked in shift + overtime)/scheduled shift time in minutes = (450 + 65) / 480 = 107.29 percent​.
Note:
Fatima Alonzo is adherent because the schedule adherence and conformance are
within the threshold. To see which agents are non-adherent, look for the numbers
highlighted in red.