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. Click Add. The Add Time Off Request page opens.
  4. In the upper right corner, click the Management Unit list and select the desired management unit.
  5. (Optional) To change the time zone in which you view data, in the upper right hand corner select the current time zone list.
    Note: By default, the view uses the business unit’s time zone.
  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 Agents column, do one of the following:
    1. Scroll through the list and click the + button next to each agent you want to add.
    2. In the Filter Items box, type a few letters of the agent you want to add and then select it from the list.
    3. Add all available agents to the schedule by clicking Add All.
    4. Remove all agents from the schedule by clicking Remove All.
    5. Click OK.
  8. Choose to leave the request in pending state, or approve it now:
    • To approve the request later, leave the Status setting at Pending.
    • To approve the request now, in the Status list select Approved
  9. Under Type, select whether the time-off request applies to full or partial days:
    • For full day or days, leave the default Full setting.
    • For partial day or days, click to change the Type to Partial.
  10. Click the calendar at the end of the Select Dates box and then click to select 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.
  11. Under Length, select the length of the time off request per day using the Hours and Minutes arrows.
  12. 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.
  13. Click the Activity Code list and choose the activity code to apply to the request.
  14. Under Notes, optionally add any relevant information about the request.
  15. Save the request and return to the Time Off Requests page by clicking Save.
  16. Save the request and add another request by clicking Save and Add New.