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 Management Unit list and then click the management unit to which to add the time-off plan.
  4. Click Add. The Add Time-Off Plan page opens.
  5. In the Time-Off Plan Name box, type a descriptive name for the time-off plan.
  6. In the Activity Code Associations section, click Edit. The Edit Activity Code Association dialog box opens.
  7. In the Available column, do the following:
    • To associate an activity code to the time-off plan, click the activity code.
    • To search for an activity code to associate to the time-off plan, in the Search for time-off codes box, begin typing the activity code and then click it in the results.
    • To add all available activity codes to the time-off plan, click Add All.
    • To remove an activity code from the time-off plan, in the Selected column, click the activity code to remove.
    • To remove all activity codes from the time-off plan, click Remove All.
    • Click OK.
      Note: You can only associate an activity code to a single time-off plan. If you select an activity code that is associated to another plan currently, the system removes the activity code from the other plan.
    1. Under Count Against Time-Off Limit, do one of the following:
      • To have time-off requests with the selected activity codes count against the time-off limit, set the toggle to On.
      • To not have time-off requests with the selected activity codes count against the time-off limit, set the toggle to Off
        Note: If no time-off limits are set for the selected management unit, this toggle is not available.
      1. Under Auto Approval Rule, do one of the following:
        • To never apply the auto-approval rule to time-off requests that use the selected activity codes, click Never. Choosing this option requires you to approve time-off requests associated to the selected activity codes manually.
        • To always apply the auto-approval rule to time-off requests that use the selected activity codes, click Always. 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.
        • To apply the auto-approval rule to time-off requests according to the time-off limit, do the following:
          1. Click According to time-off limit.
          2. Use the Days Before Start to Expire from Waitlist arrows to set 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.”
            Note: This option is only available when you set the Count Against Time-Off Limit toggle to On.
      2. Click Save.