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Univerx Workforce

Scheduling

Scheduling turns forecast demand into shift plans that meet service levels and respect the rules. With a swap board, preferred shifts, exceptions and real-time adherence.

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Building blocks

Scheduling in detail.

The building blocks at a glance – all in the same workspace and under the same administration.

  • Plans from demand

    Shifts come from the forecast, skills and rules, not from last week’s plan.

  • Rules that apply

    Working hours, breaks, rest periods and agreements are stored and checked in every plan.

  • Swap board

    Employees offer and swap shifts themselves; the rules check every swap automatically.

  • Exceptions

    Training, sickness, team meetings: absences are entered and the plan shows the gap at once.

  • Real-time adherence

    Plan and actual status side by side, so deviations show up early.

#From demand to plan

Forecasting says how many people each interval needs. Scheduling answers who they are. It assigns shifts by skill, contract and availability so that demand is met as closely as possible.

The result is a plan that shows two things: coverage per interval and each person’s shift. Over- and under-coverage are highlighted before the plan is published.

Weekly plan with coverage per interval and an open swap request. Sample data.

#Rules instead of manual exceptions

What every plan checks

Maximum hours and rest periods
Breaks according to your rules
Skills per queue
Part-time and contract models
Agreed preferred and blocked times

Because the rules are stored, planners do not have to keep them in their heads. A swap on the swap board is checked against the same rules and can be approved without a query if everything fits.

#The plan in employees’ hands

A published plan appears straight away in self-service, on the desktop and on mobile. Employees see their shifts, enter preferences and offer shifts for swapping. Team leads no longer coordinate every change by email.

Short-notice changes reach the people affected as a notification. Anyone willing to take on extra hours responds to an offer instead of being phoned. More under Employee experience.

#Real time: seeing whether the plan works

On the day itself, plan and reality sit side by side. Adherence shows whether the planned staffing is actually there. If volume rises unexpectedly, the gap becomes visible while there is still time to react.

For peak days, see the use case Peak load & crisis communication. It shows how short-notice plan changes, callback offers and proactive notices work together when everyone suddenly calls at once.

Univerx Workforce

The right people at the right time, planned with the team.

One cycle from forecast to coaching: predict contact volume, plan shifts, evaluate quality, develop people. Co-determination is a design goal, not an afterthought.

  • Forecasting

    Forecasting predicts contact volume and handling time per channel and skill, from history and from events such as holidays, campaigns or outages. It is where every good plan begins.

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  • Capacity planning

    Capacity planning looks months ahead: how many people with which skills do you need, what does it cost, and what changes when a channel grows or AI agents take over routine requests?

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  • Employee experience

    Your own schedule, preferences and development, on the desktop and on mobile. Employee experience in Univerx gives staff self-service for everything that shapes their working day.

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  • Quality management

    Record conversations and screens with consent, evaluate them with forms, calibrate evaluators. Quality management in Univerx is designed for transparency towards those evaluated and for co-determination.

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  • Performance & development

    Scorecards, goals, coaching and learning modules per person: Performance & development turns KPIs and evaluations into concrete next steps that employees see and help shape.

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  • Gamification

    Leaderboards, badges and contests built on real KPIs, as a complement to development, not a substitute. In Univerx configurable for voluntary participation, team scores and co-determination.

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Frequently asked questions

Are working-time rules checked automatically?

Yes, the rules you store: maximum hours, breaks, rest periods, part-time models. A plan that breaks a rule is flagged and never published silently.

Is real-time adherence a performance check?

It shows whether the plan works. How detailed it is and who sees it is set by roles and your works agreement; per-person views can be switched off.

Can employees bring in their preferences?

Yes, through preferred shifts and availability in self-service. The plan takes them into account as far as demand and rules allow.

See Univerx on your own example.

In a demo we show the platform along your channels and requests, from AI agents to video, workforce scheduling and analytics.

Online, in German or English, with no preparation on your side.