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Stressed out about holiday and vacation scheduling? It doesn’t have to be that way!

We have asked seasoned workforce planning experts for their advice on best managing holiday and vacation in the contact centre – all to help you make the process as fair and as frictionless as possible.

What Is the Problem With Managing Holiday and Vacation in the Contact Centre?

The key problem with managing holiday and vacation in the contact centre is managing the perception of fairness – particularly when it comes to the peak seasons of summer and Christmas when a lot of people will be competing for the same days off.

As Vatsana Gordon, Director of Modus RP, comments:

“One of the two most emotionally charged subjects for contact centre advisors is shift patterns and holidays. This is because both affect their life outside of work. It is important to find the right balance of both if you want to create an engaged workforce.”

This is critical as, sadly, getting it wrong can cause immediate friction between team members, as well as having a negative effect on morale and increasing employee burnout.

Unfortunately, it’s not as simple as just letting everyone have the time off they want, as customers’ needs also have to be taken into consideration, as Sandhya Majitha, Operations Support Executive at IAGL (also Finalist for ‘Support Person of the Year’ at the Northern Contact Centre Awards 2022), continues:

To get the balance right, you should try to follow best-practice processes, which help to create fairness and opportunity for contact centre advisors to plan their life outside of work – whilst also meeting customer needs.

To discover more on flexibility in schedules, check out our video ‘Avoiding the Fairness Trap When Creating Schedules‘

So where do you start with getting it right?

How to Prepare for Holiday and Vacation Planning 1. Get a Clear Picture of the Numbers You Need

Planning, good communication and staff engagement are absolutely vital when it comes to holiday cover. Peak periods such as Christmas and the summer holidays can be a challenge, but the key is to work well in advance and in partnership with the planning team.

This process starts by reviewing data and trends to ensure you are clear on the requirements and staff needed.

With thanks to Brian W. Dooley, Regional Claims Team Leader at NFU Mutual (Also Winner of ‘Rising Star in a Large Contact Centre’ at the UK National Contact Centre Awards 2022)

2. Talk to Your Teams About Last Year’s Volumes

It can also help to check with those longer-standing agents about the general volume around these times of year – especially if reporting is not the best for historical data.

With thanks to Jonathan O’Connor, Resource Planning Manager at Tructyre (also Shortlisted for ‘Resource Planning Star’ at the North East Contact Centre Awards 2022)

3. Manage Peak Holiday and Vacation Time Separately From Other Annual Leave

When creating the holiday rules for the next holiday year, the best process is to block out the ability for anyone to book the special holiday dates.

The best process is to block out the ability for anyone to book the special holiday dates.

This way no one can go and block-book all the special days off before anyone else has a chance to think about their plans.

Then it’s important to communicate that these holiday dates will be advertised separately.

With thanks to Vatsana Gordon, Director of Modus RP

4. Create Booking Windows to Manage Peak Holiday Requests Across the Year

It can also help to set booking windows to better manage these ring-fenced dates across the year.

For example, Easter weekend could have a booking window of 1st–31st January, followed by confirmation of schedules in February.

With thanks to Tim Milburn, Planning Manager at emovis (also Winner of ‘Resource Planning Manager of the Year’ at the UK National Contact Centre Awards 2022)

How to Help Holiday and Vacation Planning Conversations Go Smoothly 1. Start by Asking Who Is Happy to Work Peak Times

Get early engagement and collaboration with teams to see if anyone is happy to work these peak times, then work backwards.

With thanks to Brian W. Dooley, Regional Claims Team Leader at NFU Mutual (Also Winner of ‘Rising Star in a Large Contact Centre’ at the UK National Contact Centre Awards 2022)

2. Ask for Priority 1, 2 and 3 Requests

In the name of fairness, priority requests can make a big difference.

Get advisors to highlight their three most important holiday dates in priority order. All this data is gathered and worked through – with all the priority #1 selections taken care of first.

If all can be accepted, the next process would be to review all priority #2 holidays – until you get to the point where it is difficult to authorize any more holidays without going over allocation.

With thanks to Vatsana Gordon, Director of Modus RP

3. Be Prepared to Negotiate and Be Flexible

Keeping staff on side will be your biggest tool to get through peak periods.

Flexibility is key.

They may be willing to do part-days to cover shifts between them, for example. You may also be able to compromise and switch one day for another.

With thanks to Jonathan O’Connor, Resource Planning Manager at Tructyre (also Shortlisted for ‘Resource Planning Star’ at the North East Contact Centre Awards 2022)

4. Offer Homeworking Options to Help Get Shifts Covered

We aim to achieve a fair and consistent approach and the flexibility of homeworking does make it slightly easier for those who need to work, for example at Christmas time.

With thanks to Brian W. Dooley, Regional Claims Team Leader at NFU Mutual (Also Winner of ‘Rising Star in a Large Contact Centre’ at the UK National Contact Centre Awards 2022)

5. Be Prepared to Handle Exceptions on a Case-by-Case Basis

Even with guidelines in place, there are always going to be some exceptions which need to be managed on a case-by-case basis between the operational management and the planning team.

There may also be special days or events that you might want to consider differently, for example bank holidays and Eid.

With thanks to Tim Milburn, Planning Manager at emovis (also Winner of ‘Resource Planning Manager of Year’ at the UK National Contact Centre Awards 2022)