Add a time-off plan

You can add a time-off plan from the time-off plans page. You can have up to 250 time-off plans per management unit. 

1. Click Admin.
2. Under Workforce Management, click Time-Off Plans.
3. In the upper right corner, click the Business Unit/Management Unit list and then click the business unit/management unit to which you want to add the time-off plan.
4. Click Add. The Add Time-Off Plan page opens.
5. In the Plan Overview section, do the following:
   1. In the Plan Name box, type a descriptive name for the time-off plan.
   2. In the Applies To section, do one of the following:
      • Select Management Unit to assign the time-off plan to a management unit. Select a management unit for the time-off plan from the dropdown.
      • Select Staffing Group to assign the time-off plan to a staffing group. Select the staffing groups for the time-off plan from the dropdown.
6. In the HRIS Integration section, do the following:
   1. In the HR System list, select the HRIS integration.
   2. In the HR System Time-off Type list, select the time-off type.
      Note: The system automatically creates a matching request in the external HR system with the selected time-off type, when an agent submits a time-off request with a corresponding HRIS time-off type. The system then deducts the payable time from the balance in the external HR system when the supervisor approves the time-off request. 
7. In the Activity Code Associations section, do the following:
   • In the Activity Codes field, select the activity codes to be associated with the time-off plan. 
     Note: You can only associate an activity code to a single time-off plan. If you select an activity code that already ties to another plan, the system removes the activity code from the other plan.
8. In the Time-off Rules section, do the following:
   1. In the Schedule Management field, enable the Update published schedule when time-off requests are approved check box to indicate whether the published schedules have to be updated when time-off requests are approved. This field is enabled by default.
   2. In the Time-off Limits section, enable the Count requested time off against time-off limits check box to select time-off requests with the selected activity codes count against the time-off limit.
   3. In the Time-off Request Approval Type section, do one of the following:
      • Select Manual to indicate that the auto-approval rule never applies to time-off requests that use the selected activity codes. Choosing this option requires you to approve time-off requests associated to the selected activity codes manually.
      • Select Approve all to indicate that the auto-approval rule always applies to time-off requests that use the selected activity codes. Choosing this option causes the system to auto-approve all time-off requests, even when they exceed the remaining time-off limit on the requested time-off dates.
      • Select Approve time off when meets criteria to apply the auto-approval rule to time-off requests according to the time-off limit. The following additional fields are enabled. 
        • Enable the Check for conflicts between time-off requests and activity codes present in a published schedule toggle to prevent auto-approval when a particular activity codes is present in the published schedule. 
          • In the Activity codes requiring manual approval field, select the activity codes that prevent auto-approving the request.
            Note: This field displays only the non-time off category activity codes.
        • Enable the Time-off request is within the time-off limits toggle to set the days by which the time-off requests begin to expire.
          • In the Days before time-off request start to expire if waitlisted field, use the arrows or enter a number to indicate the number of days before the time-off request starts, to expire the request from the waitlist. When the requests expire, the system changes the status to Pending – Waitlist window closed.
9. Click Save.