logo

NJP

Workforce Optimization | Set up Teams to track performance

Import · Jul 25, 2023 · video

[Music] in this video we show how to set up the workforce optimization teams module so that managers can track their team's performance this module can be used to organize teams into groups to do this first create a kpi group assign key performance indicators to that group and then assign the kpi group to teams start by navigating to the teams module we add the team performance menu items as favorites for easier access and here's how we access our assignment groups we create a new assignment group in the wfo workspace view which generates a new record in the group table we name our new group assign a primary manager and describe the team we can then add members to this new group let's look at the existing key performance indicator groups kpi groups are a way of defining a set of indicators and associating them with teams as a one-time setup a kpi group is a collection of kpis that matter most to your teams for example if you have multiple service desk teams all of these teams will likely be associated with the same indicators to consistently measure performance let's open up one of these kpi groups note that its name describes the type of teams associated with this kpi group we can assign only one assignment group to a kpi group we already have a list of primary and supporting kpis for this group and a list of assignment groups that are associated with this parent kpi now let's take a closer look at these indicators because we want to see only the primary kpis with no parent kpi we can filter through these 29 indicators we'll find one that has no parent kpi and show matching and here are the five primary indicators these kpis would indicate whether your team is performing well and which kpis need your attention these kpis has an Associated display aggregate we can view this data either as an average of daily data or as is some of the data for the selected date range the supporting indicators will show in the manager workspace when you drill down into the indicator data the assigned groups tab shows all the teams that are associated with the metrics we defined in the workforce optimization view the assignment group has a tab called additional managers this is a way to associate multiple managers with a single group or team the team reports to the primary manager the additional managers could be dotted line managers or those who need visibility into the team when we open a user record in Workforce optimization view we see a field called primary assignment group this defines what group the user directly reports to Alberta reports to the IT service desk group the manager of the IT service desk is Ingrid Menard this reflects the reporting structure information see our product documentation or knowledge base or ask a question in the servicenow community

View original source

https://www.youtube.com/watch?v=89X0fwvCPBo