Workforce management (WFM)

Add workforce management software features to RingCentral RingCX and build a holistic platform that strengthens internal processes, helps teams focus, and supports improved performance across your contact center.

  • Optimize schedules with AI-powered workforce management tools.
  • Balance workloads and boost contact center efficiency.
  • Ensure the right agents are available at the right time.
A female contact center agent in conversation with a customer
Written by Andy Watson
Senior Manager, Product Marketing
Reviewed by John Finch
VP, Product Marketing, AI Customer Experience
Updated: 28 March 2025
Workforce management or WFM is vital to the smooth running of any contact center. It’s how you ensure you have the right agents, in the right places, at the right times to deliver the exceptional customer experience that modern consumers demand. 

Managing workforce related operations manually simply isn’t viable, making a workforce management platform or workforce management features integrated into your contact center solution a necessity.  Fortunately, with RingCentral RingCX, you can add WFM features that work seamlessly with the other functions of the omnichannel contact center platform. 

As well as having the right tools for efficient WFM, fully understanding the workforce management process, what it entails, and how it can help your business is also vital. That’s why you’ll want to read on.
A smiling contact center agent looking at her CSAT and NPS score

What is workforce management? WFM meaning in a nutshell

Workforce management refers to a set of internal processes necessary to create and retain an optimally efficient workforce. It covers all the functions and activities a productive workforce needs, including but not limited to:
  • Human resource management (HRM)
  • Talent management
  • Field service management
  • Labor management
  • Leave management
  • Workforce planning
  • Workforce analytics

Workforce management responsibilities

Workforce management roles and responsibilities will differ from one organization to the next. Typically, a workforce manager oversees a company's productivity at the individual, departmental, and organizational levels. As such, they make sure that an efficient workforce management system is in place.
A female contact center agent with ongoing social media channel tasks

Call center workforce management

While WFM can apply to different businesses and organizations, call or contact center workforce management is perhaps the most common application. 

Workforce management in call centers and contact centers aims to assign the right number of agents with the right skill sets at the right time. You want the best possible fit between the amount of work required and the number of workers scheduled. This approach ensures that your business can consistently deliver excellent customer service.

Key functions of workforce management software

Contact center workforce management software helps you to keep agents happy, engaged, and best placed to deliver seamless customer experiences. More specifically, the best workforce management software helps you with:

Goals of a workforce management program

Broadly, businesses introduce workforce management programs to seek to make their contact centers as efficient as possible. It’s about building a sleeker workforce and getting ahead of the competition.
Of course, every organization has different individual properties. That’s why workforce management should always begin with clear planning. What inefficiencies exist in the day-to-day operations of your business? How can contact center staff be reallocated to address these issues?
Clearly defined objectives enable successful workforce management.

Why is workforce management important? Notable benefits of workforce management solutions

The importance of workforce management becomes clear when you consider the fact that it enables effective forecasting, scheduling, and staffing, as well as making adjustments in real time. Just as critical is having access to the right WFM software and WFM tools to automate your processes. With those solutions, you’ll see benefits in all the following areas:

Challenges of a traditional workforce management system

Traditional workforce management systems, with many processes having to be done manually, present some challenges to modern employers. These barriers will become more significant as your organization grows. These challenges are also some of the biggest arguments for investing in a workforce management solution:

Represented employees

Employees represented by a union often receive higher wages and other benefits. Meeting these requirements can be difficult. Different rules apply to staff based on different factors, such as seniority, pay entitlements, and tenure at your organization.
Staying on top of these different requirements manually can be a challenge. There’s a risk that staff will not receive their entitlement, which can lead to further issues. Workforce management software can help you navigate these complexities. You can automate payment and other benefits to make sure staff receive the correct amounts.

Time tracking

Without an integrated system, time tracking can be an error-prone process. Some time-tracking solutions lack data quality, and thus provide inaccurate time tracking information. This creates a variety of problems.
If employee hours are recorded incorrectly, they risk not being paid for their work. This leads to discontent and frustration within your workforce. What’s more, errors can be costly and time-consuming to correct.
A workforce management system provides visibility and accuracy. Collecting data at the source, such as via a mobile app, ensures high-quality data.

Compliance with labor laws

Legal compliance is a top priority for all organizations. However, keeping up-to-date with changing labor laws can be challenging. This is especially true if you operate contact centers in multiple jurisdictions with differing legislation.
Within the United States, each state has distinct legal frameworks for employers. What applies in state A, may not apply in state B. You’ll need to be mindful of the law in each state in which you operate.  Any breaches of law can be costly both monetarily and reputationally.
Effective workforce management solutions cut out the legwork and help you to operate in a compliant way.

Maintaining smooth communication

In a large-scale organization, with many departments, teams, and employees communication can quickly become a challenge. This is largely because there is no centralized method of communication. Employees switch between email, text messaging, and conferencing apps.
Due to this, there’s a risk that communication between contact center teams might become siloed. This could damage the quality of your customer service.
Workforce management solutions create a centralized space for communication. This connects all employees throughout an organization. Information can be exchanged easily, and everyone is kept in the loop.

How to choose the right workforce management tools

The easiest way to solve the challenge of workforce management is with the right software. But finding the best solution for your needs will take some preparation. Make sure you follow the steps listed below when choosing your WFM tools:

Always plan

Before choosing software, carry out a thorough assessment of your existing workforce management processes. List all your current workforce management procedures.
Next, think about your current weaknesses. In which areas of workforce management are you underperforming? It's a good idea to contact stakeholders and team leaders to better understand inefficiencies.
To manage your effectiveness, it's useful to measure the performance of processes against key performance indicators. A contact center might measure the following areas:
  • Agent utilization - Measures the amount of time agents spend dealing with customers compared to time spent idle. Efficient workforce management should ensure effective agent utilization.
  • Customer satisfaction (CSAT) – Looks at how happy customers are with your service. With your workforce firing on all cylinders, CSAT should be high.
Finally, compile a list of all the improvements you want to make. This will help you understand the different features you need from any workforce management tool. Compare potential solutions against this list as you consider them.

Consider core functions

While we can’t talk about the specific needs of your business, we can talk about important core functions for workplace management software. Consider whether a solution contains the following essential features:
  • Innovative features – Modern workforce management solutions are equipped with artificial intelligence. This enables them to predict future workloads so you can more effectively manage your workforce.
  • Time tracking capabilities – A solution should enable you to easily track time, anticipate absenteeism, and make sure that employees are accurately paid.
  • Intraday management options – In the hectic contact center environment, you need to be prepared for any eventuality, such as staff illness or sudden spikes in call volumes.  If a disruption does happen, software should support you to create new performance targets.
  • Support with compliance – Compliance is a big part of workplace management. Software should help you track compliance, and let you know when you’re falling short.
  • Help with budgeting – A contact center must balance staffing needs with profit. Software should be able to create demand forecasts to help your business deploy agents in a cost-efficient way.      

Opt for comprehensive support

Switching to new software can be a learning curve for you and your team. While the right solution should be user-friendly, you’ll naturally get stuck from time to time. Equally, although the right solution should make these instances minimal, any downtime can be frustrating.

During such times, it's essential that you have easy access to outstanding customer services. Prioritize solutions that offer around-the-clock support, and choose providers that offer maximum convenience. So as well as phone support, make sure there’s also live chat or social media messaging.

Lastly, consider how many people use a platform. The best workforce management solutions have a community of users. Has a provider created space so its wider community can ask questions?

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Workforce Management
RINGCENTRAL CONTACT CENTRE

Workforce Management (WFM)

Find out what workforce management could do for your business.

Feature Overview

What if there was a way to integrate all of your internal business processes for total operational efficiency and employee productivity?

Well, thanks to new technologies, there is.

A WFM or workforce management solution offers just that. An integrated approach to WFM involves forecasting labour requirements and managing staff and day-to-day tasks more effectively. 

Feature Overview

What if there was a way to integrate all of your internal business processes for total operational efficiency and employee productivity?

Well, thanks to new technologies, there is.

A WFM or workforce management solution offers just that. An integrated approach to WFM involves forecasting labour requirements and managing staff and day-to-day tasks more effectively. 

 

What is workforce management?

Workforce management (WFM) is an overarching term used to describe the management of various different internal processes. Processes such as workforce planning and analytics, leave management, talent management, human capital management (HCM), and accurate scheduling. All of these are crucial for the efficient and effective running of a productive workforce. 
At its heart, workforce management is what organisations do in order to make sure the right person is always assigned to the right task at the right time. Why? Because that’s the best way to guarantee that demand will be consistently met by your workforce. 
Workforce management tools exist to enhance the WFM process. These automated tools allow teams to view schedules, request changes, manage absences, run training, and more of those kinds of crucial human resources tasks. 
Not only does this make for a more organised workplace with more efficient outputs, but it also contributes massively to increasing team morale and satisfaction. 
 
Contact center agents talking to customers

Benefits of WFM software

WFM software is specifically designed to streamline the entire workforce management process with easy and effective forecasting, scheduling, and data-led insights at your fingertips. These tools use automation and artificial intelligence to automate management processes so that the day-to-day running of any workforce can be executed within one intuitive platform.

Specific benefits include: 

With targeted insights into your staffing levels, you’ll be able to identify when and where you’re overstaffed, understaffed, or where particular agents are being underutilised. With this information, you’ll be able to optimise your staffing rota and reduce expenses in the process.
WFM software promises tons of cost savings. You’ll save on:
  • Administrative costs—thanks to automated payroll 
  • Unplanned overtime—you’ll always have the correct agent volume
  • Time theft—eliminated thanks to integrated online time-clocks 
  • Violations—your WFM system will keep tabs of employee records and compliance 
  • Wage and/or hour miscalculations—your software or mobile app will automatically calculate this for you
Make more informed decisions with the support of data-led insights. WFM solutions reduce a workforce manager’s likelihood of misjudging staffing requirements. You’ll be able to improve customer satisfaction, promote corporate responsibility, improve your resource planning, and gain detailed insights over time. 
WFM software will:
  • Respond to demand fluctuations
  • Reallocate resources as necessary 
  • Provide detailed reporting (SLA, abandon rates, etc.). 

Manual processes are a drain on productivity. By aligning demand volumes and available resources more accurately, WFM promises increased efficiency and optimised customer experiences across all relevant channels.

Automated WFM saves time by:

  • Eliminating manual data entry 
  • Minimising human error
  • Reducing productivity lost to juggling disparate systems  
  • Freeing employees to focus on what matters 

When WFM is optimised you can effectively plan for the future and make more informed business decisions. You’ll be able to see the direct impact of each management decision on your workforce. Plan for capacity, profitability, and optimum service.

WFM can help you plan for the future with:

  • Business performance metrics—collect and analyse business data and projections.
  • Productivity analysis—are your teams underperforming, at capacity, or stretched?
  • Skills analysis—assess your team's skills and fill in the gaps to prevent future issues.

Manual scheduling is nothing short of a nightmare. Automated scheduling with the help of smart algorithms will shave a mountain of time off your day-to-day chores and ensure increased accuracy in the process.

WFM software uses real-time analysis to help you:

  • Optimise schedules and skills 
  • Access a real-time feed of scheduled tasks 
  • Eliminate underutilised time 
  • Reduce impact of unforeseen changes 
  • Practice skill-based deployment 

At the end of the day, all of this boils down to service. An efficient, productive, well-managed workforce is going to deliver a far superior service to your customers. 


WFM improves service levels by:

  • Historical forecasting—to create accurate staffing forecasts. 
  • Making employees happier—happy employees deliver a better service.
  • Eliminating coverage gaps—thanks to data-driven scheduling.
Changing Workforce Expectations
Contact center agents talking to customers
With RingCentral’s cloud solutions you’ll be able to align your entire team under actionable goals and manage your employees sustainably. Day to day, hour to hour. 
Workforce expectations are changing, and that means the way we manage our teams needs to change too. Here’s what RingCentral had to say about it at Elite Business Live: 
 

How does workforce management work?

But how does all of this actually work?
Workforce Management is all about overseeing a company’s entire workforce from the individual employee to the big-picture outlook. Workforce managers are in charge of managing processes, finances, production, service provision, appointments, and negotiations.
Now, that’s a lot for a single person to manage using manual processes alone.
WFM really comes into its own when the workforce manager’s role is supported by a fully integrated WFM suite. WFM tools support the workforce manager with real-time data collection, management, forecasting, budgeting, scheduling, and analysis.

What is workforce management in a call centre?

Though workforce management can be utilised across all industries and business types, it remains a process closely aligned with call centre and contact centre management. This is because the everyday running of a call centre is heavily reliant on precision scheduling.
When running a call centre you naturally want to ensure that the volume of work matches the number (and skill level) of the agents you’ve assigned that day, shift, or hour.
Running a contact centre is a delicate balance between efficiency, cost, and quality. So implementing the right workforce management system is very important indeed.
When call centres get their workforce management just right, they can expect a boost to their ROI, increased employee and customer satisfaction, plus robust and sustainable workflows.

Workforce management processes

WFM isn’t a linear process. It comprises multiple contributing management processes, all of which are essential to its overall efficacy. 
From demand forecasting to budgeting, scheduling to assignments, every piece of the puzzle must fit just right.

Demand forecasting

Demand forecasting is an essential part of any workforce management agenda. Workforce managers must accurately predict present and future workloads and staff their contact centres accordingly. 

Accurate forecasting can be achieved by looking at historical data and calculating the amount of resources that will be needed in order to satisfy anticipated demand.

Budgeting

Next comes budgeting. Budgeting is incredibly important for any business. For contact centres, managers must staff their centres to a sufficient capacity to both satisfy demand and remain profitable. WFM suites help workforce managers to access data-driven demand forecasts so that they can optimise their staffing deployment and balance workloads cost-effectively.

Performance management

Workforce management also takes into account employee engagement. Why? Because engagement is key to maintaining high levels of performance. 
When employees are engaged they are more focussed and more productive. It’s important to keep tabs on both individual and team performance so that your employee’s skills can be utilised most effectively.

Payroll management

Managing the payroll manually is time-consuming. WFM automates payroll management to save you time and reduce human error. WFM suites will generate custom reports and process payroll quickly with instant payment options, shift payments, timesheets, and more.

Employee scheduling

Let’s talk about scheduling. For many of us, scheduling has long felt like a bit of a stab in the dark. Without a highly accurate forecast it can be hard to account for all eventualities. That’s where WFM comes in.
Once you’ve generated your demand forecasts you’ll be able to accurately define hours and shifts to your employees. Automated scheduling tools can even factor in additional factors such as individual agent skill sets, work rules, and calendar entries (e.g. holidays, absences, etc.).

Planned training

Training is an essential part of workforce management. When your agents know exactly what they’re doing, your contact centre will run like clockwork. WFM is the best way to train your employees without too much added disruption. 
You’ll be able to schedule training sessions alongside your usual workflows so everything keeps running smoothly. WFM tools built-in to your communications solutions, too, make it easier to share training materials like guidebooks or white papers.

Time & attendance tracking

Predict changes in demand with robust time and attendance tracking. WFM tools use time tracking software solutions to help companies assess attendance patterns, combat absenteeism, and anticipate any potential coverage gaps ahead of time.  

Compliance

Last but certainly not least, WFM tools offer robust compliance tracking. Ensuring that your operation is legally compliant is so important.
Failing to comply with legislation can result in fines or even legal action. But keeping on top of compliance issues can be taxing. WFM software does it for you and notifies you immediately of any discrepancies if they arise.

Which industries can benefit from workforce management?

All industries and sectors can benefit from workforce management processes and tools. WFM is ideal for any organisation that has a contact centre in operation.
Examples include:

Why businesses are choosing RingCentral as their WFM solution

When the time comes to find your own WFM solution, it’s important to make it a good choice. Not all WFM suites are made equal and not all of them will be right for you. 
Look for a WFM software that will address the issues that are specifically pertinent to your contact centre. 
RingCentral Engage approaches WFM holistically. With RingCentral, you’ll benefit from the WFM approach plus comprehensive business phone features and functionalities.
Features such as…
  • Skills based routing 
  • Call recording 
  • Interactive Voice Response (IVR)
  • Live data & analytics
  • Omnichannel support
  • Virtual assistants 
  • Top-quality integrations
  • Automated bots 
With RingCentral’s cloud-based, integrated workforce management software, you’ll be able to forecast across all important variables and precisely calculate your anticipated workload based on real-time and historical data.
You’ll be able to see exactly what’s happening in your contact centre at any given time. Giving you the freedom to monitor wait times, call queues, and even conduct sentiment analysis in order to continually work towards optimising your consumer experiences. 
Plus, since RingCentral is based in the cloud, it doesn’t matter whether you’re managing an in-house, remote or hybrid team. Your targeted insights can be derived and applied everywhere, anywhere, anytime. 
To round it off, RingCentral also has access to enterprise-grade telephony solutions across voice, messaging, and video. Because, after all, ease of communication is essential for any well-executed workforce management process.

Workforce management case study

Take Ooredoo, for example. The company uses RingCentral Engage Digital to deliver and manage their digital customer services at scale. 
Ooredoo’s aim was to create a customer experience that aligned with changing consumer habits. In the past, the company had been managing their customer support on email and phone only. Ooredoo’s team were not able to track customer queries that came in from other channels such as Facebook. 
The company needed a better way to track activity and optimise their management of employee-consumer interactions across multiple channels. Engage Digital offered an omnichannel approach that allowed Ooredo to manage their customer comments, and address them via live chatbots in real-time.

Related features

Outbound Call Centre

With RingCentral’s Outbound Call Centre you’ll step up your productive outreach. This outbound campaign management system allows you to upsell, cross-sell, collect data, and promote with dynamic outbound contact centre management functionalities. 
With personalised agent scripting and efficient outbound dialers, you’ll speed up lead generation and set your agents up for success.

Collaborative Contact Centre

With RingCentral’s Collaborative Contact Centre, you can transform your customer services for faster issue resolution and seriously happy customers. 
RingCentral’s Cloud Contact Centre offers omnichannel customer routing, robust CRM software integrations, agent management tools, and targeted, actionable call centre reporting and analytics. Empower your agents and start solving service issues quicker than ever before.

Omnichannel services

RingCentral offers users truly omnichannel services so that you can communicate with your clients and teams on their channel of choice. That could be via call, messaging, SMS-based support, social media communication, or good old-fashioned email.

Inbound Call Centre

With RingCentral’s Inbound Call Centre, you can connect callers quickly and accurately first-time around. RingCentral will help you get those first-time resolution rates soaring with intelligent inbound call routing, skills-based routing, and access to top native integrations with leading CRMs.

Workforce optimisation

Optimise your entire workforce with Workforce Optimisation Pro for RingCentral Contact Centre. 
Complete with performance management, quality management, speech analytics, and more, you’ll be able to oversee and moderate your entire workforce under one roof.

Workforce management case study

Take Ooredoo, for example. The company uses RingCentral Engage Digital to deliver and manage their digital customer services at scale. 
Ooredoo’s aim was to create a customer experience that aligned with changing consumer habits. In the past, the company had been managing their customer support on email and phone only. Ooredoo’s team were not able to track customer queries that came in from other channels such as Facebook. 
The company needed a better way to track activity and optimise their management of employee-consumer interactions across multiple channels. Engage Digital offered an omnichannel approach that allowed Ooredo to manage their customer comments, and address them via live chatbots in real-time.

Related features

Outbound Call Centre

With RingCentral’s Outbound Call Centre you’ll step up your productive outreach. This outbound campaign management system allows you to upsell, cross-sell, collect data, and promote with dynamic outbound contact centre management functionalities. 

With personalised agent scripting and efficient outbound dialers, you’ll speed up lead generation and set your agents up for success.

Collaborative Contact Centre

With RingCentral’s Collaborative Contact Centre, you can transform your customer services for faster issue resolution and seriously happy customers. 

RingCentral’s Cloud Contact Centre offers omnichannel customer routing, robust CRM software integrations, agent management tools, and targeted, actionable call centre reporting and analytics. Empower your agents and start solving service issues quicker than ever before.

Omnichannel services

RingCentral offers users truly omnichannel services so that you can communicate with your clients and teams on their channel of choice. That could be via call, messaging, SMS-based support, social media communication, or good old-fashioned email.

Inbound Call Centre

With RingCentral’s Inbound Call Centre, you can connect callers quickly and accurately first-time around. RingCentral will help you get those first-time resolution rates soaring with intelligent inbound call routing, skills-based routing, and access to top native integrations with leading CRMs.

Workforce optimisation

Optimise your entire workforce with Workforce Optimisation Pro for RingCentral Contact Centre. 

Complete with performance management, quality management, speech analytics, and more, you’ll be able to oversee and moderate your entire workforce under one roof.

Learn more about RingCentral’s capabilities in our demo below.

Frequently asked questions

  • A workforce management analyst is responsible for moderating the customer and employee experience with intraday management processes. The main aim is to optimise resources and achieve business objectives. Typical responsibilities include planning, forecasting, scheduling, and support.
  • Workforce analysis or planning is the process of analysing and acting upon contact centre data. That data is then used to make decisions pertaining to things like recruitment, employee retention, and employee management practices moving forward.
  • Many different elements go into workforce planning. Typical components include: Forecasting, succession planning, leadership development, recruiting, employee retention strategies, redeployment strategies, retirement planning.
  • Workforce planning is extremely important as it ensures that there will always be sufficient and adequately skilled staff available to deliver the company’s services.
  • In the context of a call centre, workforce management is all about assigning the right number of agents, with the right skills, at the right time. It’s about balancing employee availability with forecasted demand and scheduling considerations. This ensures that high-quality services are consistently delivered at all times.

Workforce management FAQs