Computer-implemented apparatus and method for capturing and monitoring employee development and performance in a call center

• US 20070050238A1
• Filed: 09/01/2005
• Published: 03/01/2007
• Est. Priority Date: 09/01/2005
• Status: Abandoned Application

• Current Assignee: Joel Spurling, Michael Carr, Sidney Morgan, Tina Cummings
• Original Assignee: Joel Spurling, Michael Carr, Sidney Morgan, Tina Cummings
• Inventors: Carr, Michael, Cummings, Tina, Spurling, Joel, Morgan, Sidney
• Application Number:
  US11/218,409
• Publication Number:
  US 20070050238A1
• Time in Patent Office: Days
• US Class Current: 705/11
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

An interactive computer-implemented apparatus and method for capturing and monitoring performance in a call center, and for promoting competition in productivity and quality metrics among employees comprising: a relational database, for use by all employees in the call center, comprising a competencies module defining competency requirements for each job in the call center, an individual employee development plan module linked to the competencies module a performance appraisal module for automatically calculating an overall performance rating for each employee, and a query and reporting facility, a database of employee demographic information, functional knowledge database comprising pre-defined employee functional knowledge elements required across all job codes of the call center organization; a competencies database comprising the organization'"'"'s pre-defined employee competencies, the competencies linked to strategic goals of the call center organization, each competency assigned one or more proficiency levels, each proficiency level comprising one or pre-defined milestones, each job code assigned a targeted competency proficiency level; a development plan database for capture of employee-inputted development goals for one or more competencies, development goals selected from milestones per the competencies database, the selected development goals reviewed by a supervisor; a performance appraisal database for capture of the employee'"'"'s supervisor-inputted performance ratings for a specified period, the performance ratings comprising distinct components of quality, productivity, and behavior, the behavior component further comprising a development rating, the development rating based on the employee'"'"'s attainment of one or more employee'"'"'s development goals per the development plan database, the rating for each component assigned a weight, the weight being a percentage of the maximum merit increase rate, the overall performance rating being the sum of the performance ratings for each component, the overall performance rating used to calculate the employee'"'"'s merit increase, a periodic performance review database for capture of supervisor-inputted information from periodic performance reviews held with an employee, and a reports facility comprising instructions enabling administrators, employees, and supervisors to query one or more databases, the reports facility generating viewable and printable reports on-demand.

Claims

1. An interactive computer program product in a computer-readable medium in a computer, for use by administrators, non-supervisory employees, and supervisors, in accordance with their respective pre-set access authorization, for capturing and managing performance in a call center organization comprising a relational database, the relational database comprising:

a demographics module database comprising a table of data attributes comprising of;

employee name, supervisor name, call center team name, current salary, current job code, birthdate, hire date, designated maximum merit pay rate increase, the merit pay rate increase linked to the job code;

a functional knowledge module database comprising a table of organization-wide pre-defined employee functional knowledge elements, the functional knowledge elements linked to job codes;

a competencies module database, accessible to all employees of the call center organization, comprising a table of statements of the organization'"'"'s pre-defined employee competencies, the competencies relating to strategic goals of the call center organization and linked to job codes, each competency assigned one or more proficiency level, each proficiency level comprising at least one or more pre-defined milestone, each job code assigned a targeted proficiency level;

an individual development plan module database comprising a data entry template prompting an employee to input one or more development goals for one or more competencies, competencies selected from competencies linked to the employee'"'"'s job code per the competencies database, development goals selected from milestones for competencies per the competencies database;

a performance appraisal module database, comprising instructions for a data entry template for prompting supervisors to input employee performance ratings in pre-defined components of performance, and instructions whereby an overall numeric employee performance rating is automatically calculated and displayed, the template creating a retrievable, viewable record of the employee'"'"'s performance ratings for a specified period, the performance ratings comprising distinct component ratings of quality, productivity, and behavior, the behavior rating component further comprising ratings in attendance, professionalism, and development, the development rating based on employee'"'"'s attainment of one or more development goals per the individual development plan database, the rating for each component assigned a weight, weights of all component ratings totaling 100%, the overall performance rating comprising the sum of the ratings for each component, the employee'"'"'s merit pay increase automatically calculated using the employee'"'"'s overall performance rating;

a periodic performance review module database comprising instructions for a data entry template prompting a supervisor to input information from a periodic performance review held with an employee, the completed template creating a retrievable, viewable periodic performance review record, the template capturing data comprising the date the supervisor conducted and completed the periodic performance review and the supervisor'"'"'s comments relating to the employee'"'"'s performance productivity, quality, training, or future job opportunities,

and

a reports facility comprising instructions enabling administrators, employees, and supervisors to query one or more databases comprising the relational database, according to the user'"'"'s pre-set access authorization, the reports facility generating viewable and printable reports on-demand,

the reports comprising a functional knowledge finder report whereby a user selects one of the functional knowledge elements as a query search term and the functional knowledge finder report displays a table of data attributes including employee name, employee hire date, employee'"'"'s supervisor name, and employee'"'"'s current behavior ratings for each employee who possesses the selected functional knowledge element,

the reports further also comprising a performance comparison report, whereby an employee specifies a performance component as a query search term and the performance comparison report displays a pictorial representation of the employee'"'"'s current rating in that performance component versus that of the employee'"'"'s team, calls effectiveness supervisor name, hire date, and behavior rating, the behavior rating representing the employee'"'"'s

2. A method for promoting encouraging competition among employees and teams in a call center organization, and encouraging performance-related discussions between employees and supervisors in a call center organization, whereby an employee may compare on demand his/her performance ratings with those of his/her team members comprising the steps of:

a) providing accessing the computer program product per claim 1;

and

b) training employees and supervisors in the proper use of the functionalities per the reports facility, including the performance comparison report, and encouraging employees to routinely utilize the functionalities, querying the reports facility specifying query terms;

a begin period, an end period, a performance rating metric for the x-axis, and a different performance rating metric for the y-axis;

c) viewing the scatter plot graph that results from running the query and noting the employee'"'"'s individual data point vs. that of the employee'"'"'s team members.

3. A computer-interactive method of allocating at least one employee to a job in a call center organization based on the employee'"'"'s current performance rating comprising the steps of:

(a) accessing the computer program product per claim 1;

(b) determining one or more functional knowledge elements required to perform the job;

(c) using the reports facility, generating a conducting a functional knowledge finder report, query of the relational database specifying one or more functional knowledge elements per step (b) as the query search terms;

(d) viewing the result of the query described in step (c), current combined rating in attendance, professionalism and development;

(e) selecting at least one employee from the query result based on the employee'"'"'s behavior rating,

(f) contacting the supervisor of the selected employee to determine whether the selected employee is available for the job.

4. A method, using a computer, of monitoring the performance management processes in a call center organization for consistency in the way supervisors provide and document employee performance feedback, in call center organization that captures an overall performance rating for each employee, comprising the steps of:

(a) providing the computer program product per claim 1;

(b) accessing the computer program product per claim 1 and running a query in the reports facility, specifying query terms comprising;

all employees from of at least two different selected teams;

(c) reviewing the results of the query per step (b);

(d) per the query results, identifying employees across more than one team who have equal or similar overall performance ratings;

(e) accessing and viewing the selected employees'"'"' periodic performance review records,

(f) for the selected employees, comparing supervisor-inputted data on the periodic performance review records representing supervisor comments relating to one or more of the following;

employee'"'"'s productivity metrics, employee'"'"'s quality metrics, completed training, and future job or training opportunities.

(g) Reviewing and modifying as appropriate the organization'"'"'s supervisor guidelines for conducting periodic performance reviews, the guidelines directed to promoting use of consistent language for employees having similar or equal performance ratings;

(h) Communicating guidelines developed per step (g) (f) to at least one supervisor.