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Siebel CRM Assignment Manager Administration Guide
Siebel Innovation Pack 2015
E24725-01
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How Siebel Assignment Manager Balances Workload Among Candidates

Workload distribution is a special criteria type that balances the load between candidates. You create workload distribution by adding workload rules in the Assignment Workload view for employees and positions, or the Assignment Organization Workload view for organizations. Workload distribution is generally used with service assignments.

Optionally, you can also define your own workload rules using the Workload Distribution Rules view. For more information about defining assignment workload distribution rules, see "Creating Assignment Workload Distribution Rules".

How Workload Distribution Applies Workload Scores to Candidates

Workload distribution applies a workload score to candidates based on their current workload. The workload score is calculated as follows:

Workload score = Score times (1 minus (current workload divided by maximum workload))


Note:

The candidate's current workload excludes the workload of the current object being assigned.

Candidates with a lighter workload receive a higher score than candidates with a heavier workload. The workload score is then added to the candidate's score to generate a total score. Candidates that have workloads in excess of the maximum workload are eliminated from the assignment rule. This criterion prevents employees from being overloaded. Multiple workload distributions can be used for each assignment rule.


Note:

As with criteria, workload distribution has a Required field, which functions in the same manner as it does for regular criteria.

Figure 5-12 shows a workload distribution rule that:

  • Adds 100 points to candidates with a workload of 0 items (100 times (1 minus (0 divided by 2)))

  • Adds 50 points to candidates with a workload of 1 item (100 times (1 minus (1 divided by 2)))

  • Adds 0 points to candidates with a workload of 2 items (100 times (1 minus (2 divided by 2)))

  • Eliminates candidates with a workload of more than two items if the workload distribution rule is marked as Required

Figure 5-12 Sample Workload Distribution

Description of Figure 5-12 follows
Description of "Figure 5-12 Sample Workload Distribution"

Enabling MLOV Capability for Workload Distribution

Workload distribution can be enabled for multilingual list of values (MLOV) capabilities with additional configuration. MLOV allows you to store workload distribution in a form that can be retrieved and displayed in a variety of supported client languages. For more details on this feature, see Configuring Siebel Business Applications.