The Staffing Timeline is the primary view in Assembled and is composed of two sections
- The top section will show your actual volume flowing in from your contact platform compared to your forecasted volume generated by Assembled
- It will also show your required number of people needed to staff based on your forecasted volume and the configurations that you set
- The bottom section of the Staffing Timeline will show your required number of people needed to meet your ticket volume against a time interval. Here is where you can build out your team's schedule!
Adjusting the Time Period
Use the Date selector to change the time displayed in the timeline by:
- clicking the date box and selecting the desired date
- clicking the arrows to move the timeline forward or backward by the selected date increment
- The Day or Week buttons allow you to see the schedule on a daily basis or weekly basis
Using Filters when on Staffing Timeline
The 'Filters' button will allow you to select granular categorizations, including Queue, Site, and Team. Note, these Filters will impact the Agents who are displayed when viewing and creating your schedule.
If you find yourself consistently looking at a specific view with specific Filters you can set a default view by going to Settings > Account.
Words used throughout the Staffing Timeline
- Contacts (i.e. inbound support volume = phone calls, emails, chats): Select Contacts to view a graph comparing forecasted volume against actual volume. Forecasted volume is generated by accounting for the historical arrival patterns of support contacts, while taking into account recent trends and seasonality. You may see different options depending on the channel (e.g. Email, Chat, Phone) and integrated platform (e.g. Zendesk, Salesforce, Intercom).
- Agents (i.e. the awesome people on your team!): Selecting “Agents” in the Staffing Timeline allows you to view a graph comparing how many people are scheduled (“Scheduled Staffing”) against how many you are required to have based on your forecast (“Required Staffing”).
- Staffed: Indicates the number of people scheduled for the selected time frame and channel. This is visualized by the blue bar and corresponds to “Scheduled Staffing” in the row below.
- Surplus: Indicates you may be overstaffed. This is visualized by the green bar and corresponds to the green numbers in “Net Staffing”.
- Deficit: Indicates you may be understaffed. This is visualized by the red bar and corresponds to the red numbers in “Net Staffing”.
- Net Staffing is calculated as the difference between Scheduled Staffing and Required Staffing.