Work with time off requests
Prerequisites
The following permissions:
- Workforce Management > Time Off Requests > Add, Administer, Delete, Edit, and View
With appropriate permission, agents can manage their own time off requests from the Performance > Overview > Agent tab > Schedule.
In addition, administrators with appropriate permission can add, approve, edit, and deny time off requests by clicking Admin and under Workforce Management, selecting Time Off Requests. The time off processing engine places the time off request in a pending state. Administrators can approve or deny time off requests.
Limits per agent
For each agent, the system retains and shows a maximum of the last:
- 50 pending requests
- 150 approved requests
- 30 denied requests
- 20 cancelled requests
View from a different time-zone
By default, this view uses the management unit’s time zone. Users with administrator permissions can change the displayed time zone by selecting from the list in the upper right corner of the view. This option is helpful for administrators who access the view from a different time zone.
Related tasks
| Task | Description |
|---|---|
| Navigate the time off requests page | View options available on the time off requests page. |
| Add a time off request | Add a time off request for one or more agents. |
| Edit a time off request | Edit a time off request for one or more agents. |
| Approve a time off request | Approve pending or previously denied time off requests. |
| Deny a time off request | Deny pending or previously approved time off requests. |
| Filter and sort time off requests | Filter and sort time off requests. |
| Add a full day off to an agent in the schedule | Within a published or unpublished schedule, create a full day of time off for an agent or agents. |
| Synchronize time off requests | Review time off differences and apply a default fix for each difference |