Workforce management (WFM) is framework for optimising employee productivity. WFM began as a means for improving the consistency, efficiency and productivity of call centres but has since expanded to other industries and job functions.
Organisations now leverage WFM processes and tools to increase organisational performance in a strategic fashion that includes human resource management, performance and training management, scheduling, data collection, recruiting, budgeting and forecasting, scheduling and analytics.
What started out as a method of staff scheduling has since grown into a framework that can help businesses improve time management, forecast workloads and required staff, bring employees into the scheduling process and offer analytical insights into the workforce.
Workforce management in action
A solid WFM strategy starts with a definitive picture of the work required to complete each task, keeping efficiency and safety top of mind. From that foundation, companies can use WFM to determine demand-based forecasts, schedule the appropriate number of workers and measure performance to provide feedback and incentives to workers.
WFM doesn’t focus just on employee performance and scheduling — it also determines how companies should invest in their employees. A solid WFM strategy involves online training and supervisor-based coaching to ensure employees are up to date on the latest skills for their job.
Implemented correctly, WFM can help companies reduce costs and improve customer service through consistent and automated monitoring of the workforce. It becomes easier to predict future demands for seasonal talent or if cuts need to be made in certain departments or at your call centres. And it can help to avoid overstaffing your call centre by determining the ideal number of employees to have on each shift.
While WFM started out as a method for scheduling, it’s since grown into a multi-faceted management framework that helps organisations easily track employee productivity.
As more employees have the ability to work remotely and mobile technology becomes the norm, companies are starting to embrace mobile workforce management as well, which oversees the scheduling, training and performance of off-premise employees.
Workforce management analyst
Workforce management has grown to the point where some companies employ workforce management analysts to oversee the process. The job requires a combination of human resources, analytics and operations skills.
A WFM analyst is responsible for collecting data on the company’s workforce, analysing that data to determine trends and create plans and operational goals for the business. WFM analysts also look for redundancies in the organisation to find ways to cut costs and reduce budgets.
This WFM analyst role is particularly common in call centre environments, which employ large, complex workforces that need to be scheduled and tracked. Some analysts also work as consultants who are brought into organisations for short-term work to help develop WFM strategies, analyse data, or fix inconsistencies an existing WFM process.
While the requirements and criteria for a workforce management analyst vary by company and industry, the role typically requires:
- A bachelor’s degree in business, economics, accounting, finance, computer or information science or any related field
- Strong communication skills
- Analytical skills and the ability to organise and analyse structured data
- Forecasting, budgeting and scheduling skills
- Management experience
- Ability to generate regular reports and annual forecasts
- Project staffing shortages or overages
- Experience with WFM tools and software
Workforce management certification and training
Several certification and training programs are available to get you up to speed on how to best implement an effective WFM strategy. If you are interested in earning a certification in WFM, here are some options currently available:
- Benchmark Portal Workforce Management Certification
- Society of Workforce Planning Professionals (SWPP)
- Oracle Workforce Management Cloud Training and Certification
- RCCSP Professional Education Alliance Certified Workforce Management Professional (CWMP)
- HCI Strategic Workforce Planning (SWP) Certification
Beyond certification, there are several training courses and workshops designed to teach you everything from the basic principles of WFM to data analytics skills. If you want to learn the ins and outs of WFM, here are some options you can choose from:
- ICMI Workforce Management Bootcamp
- The Call Centre School WFM Introduction course
- Udemy Workforce Management Real-Time Analyst course
- HDI Workforce Management Principles class
- The WFM Fellowship Workforce Management certificate course
Workforce management software and tools
Workforce management is a complex task that requires tracking several moving parts, including budgets, employees and scheduling. Most companies invest in third-party tools and software to implement WFM and integrate these tools into the daily operations of the business.
Workforce management tools typically include features that extend to HR, such as applicant tracking systems, which can help you forecast hiring trends in the company. Workforce management software will help your organisation simplify the process, while delivering valuable insights derived from data and analytics collected about your workforce.
There are countless options to choose from but some of the more popular workforce management tools include:
- Aspect Workforce Management
- Altitude Xperience
- Avaya Aura
- Avoxi Genius
- Calalbriio One
- Dialpad Contact Centre
- Genesys Cloud
- Genesys Engage
- Genesys PureConnect
- Nextiva Call Centre
- Nice inContact
- RingCentral Engage Voice
- Verint Workforce Management