Synchronize time off requests


When scheduled time-off activities for an agent differ from time off requests to which they are associated, or if the time off does not have a matching time off request, the Show Time Off Request Differences icon appears at the top of the schedule:

SyncTOR

Click the icon to open the Time Off Synchronization dialog box, where you can review the differences and apply a default fix for each difference. This fix is applied automatically when you select a line item and click OK.

Note: The request value is always used, since changes to requests should be done in the time off requests view and then applied back to the scheduled time off activities.

  1. Click Admin.
  2. Under Workforce Management, click Schedules.
  3. In the upper right corner, click the Management Unit list and select the desired management unit.
  4. (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 management unit’s time zone.
  5. Search for the desired schedule and select it from the list. The Schedule Editor opens.
  6. Click the Show Time Off Request Differences icon. The Time Off Synchronization dialog box opens.
    Note: The scheduled time off activities shown in this dialog box either differ from the associated time off requests, or do not have a backing time off request.
  7. To apply the automatic fix to all differences, select all check boxes and click OK.
  8. To apply the automatic fix to only certain differences, select only the applicable check boxes and click OK.
  9. To refresh the dialog box, click the arrow at the end of the Select Action dialog box and select Show Time Off Request Differences, or press Ctrl+V.