Monday, November 26, 2012

How to Balance workload for Employee and Positions

In a high volume transactions processing, we need to balance the workload between our employees.
Siebel Assignment Manager assign an owner / position to a business component and also balances the workload by defining the workload distribution rule.

Workload Distribution Rule is a criteria to define scoring for employee / position to determine how much of workload are present at their bucket during assignment process.

the scoring formula are as follows:
Workload Score = Score * (1 - (Current Workload / Maximum Workload)

Example:
Company ABC has 10 Service Request that need to be assigned to three employees which are Andy, Barney and Charlie. Currently All of them have zero service request at their bucket.

A simple Workload Distribution Rule is configured:
Workload Distribution Rule : Processing Service Request
Assignment Object : Service Request
Score : 100
Required : Always
Maximum : 10

Workload Rules are configured as follows:
Name : Processing Service Request
Assignment Object : Service Request
Conditional Field : Status
Comparison Operator : =
Value = Open / In Progress

 Illustration:
If Andy has 2 Service Request on their bucket, then the score will be
Workload Score = 100 * (1- (2/10) = 80

Find below are a simple simulations
-->
Service Request Number Total Service Request Assigned
Andy Barney Charlie Score A Score B Score C Result
0 0 0 100 100 100 Andy
Service Request 1 1 0 0 90 100 100 Barney
Service Request 2 1 1 0 90 90 100 Charlie
Service Request 3 1 1 1 90 90 90 Andy
Service Request 4 2 1 1 80 90 90 Barney
Service Request 5 2 2 1 80 80 90 Charlie
Service Request 6 2 2 2 80 80 80 Andy
Service Request 7 3 2 2 70 80 80 Barney
Service Request 8 3 3 2 70 70 80 Charlie
Service Request 9 3 3 3 70 70 70 Andy
Service Request 10 4 3 3 60 70 70 Barney


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