Add a time-off request

You can add a time-off request from the time-off requests page, and you can select multiple agents for a request.

  1. Click Admin.
  2. Under Workforce Management, click Time-Off Requests.
  3. In the upper right corner, click the Management Unit list and then click a management unit.
  4. (Optional) To change the time zone in which you view data, in the upper right corner select the current time zone list.
    Note: By default, the view uses the business unit’s time zone.
  5. Click Add. The Add Time-Off Request page opens.
  6. To choose the agent or agents for which the time-off request applies, click Select Agents. The Add Agents dialog box opens.
  7. In the Available column, do one of the following and then click OK:
    • To select agents from the list of all available agents, click each agent to add to the time-off request.
    • To search for an agent to add to the time-off request, in the search box, begin typing the agent’s name and then click it in the results.
    • To add all available agents to the time-off request, click Add All.
    • To remove an agent from the time-off request, in the Selected column, click the agent to remove.
    • To remove all agents from the time-off request, click Remove All.
  8. To approve the time-off request now, in the Status list, click Approved.
  9. Click the Activity Code list and choose the activity code to apply to the request.
  10. To change whether the time-off request applies to full or partial days, click the Type toggle.
  11. To change whether the time-off request is for paid or unpaid time off, click the Counts as Paid Time toggle. By default, the toggle is set to the value specified in the Activity Code configuration.
  12. In the Select Dates box, click the calendar and then click the date or dates for the time-off request.
    Note: Use Ctrl + Click to select individual dates, and use Shift + Click to select consecutive dates.
  13. Under Length, select the length of the time-off request per day using the Hours and Minutes arrows.
    Note: The minimum hours and minutes agents can request are based on the limits that the admin set for the selected dates.
  14. For partial day requests, in the Start Time and End Time boxes, select the time frame for which the time off begins and ends, per day.
  15. (Optional) Under Notes, optionally add any relevant information about the request.
  16. To save the request and return to the Time-Off Requests page, click Save.
  17. To save the request and add another request, click Save and Add New.