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Time-Off Bonuses

When time-off rules are created, time off is configured to be accrued or awarded. Time-off bonuses are awarded and configured (added, edited, and deleted) in the following panes.

Adding Time-Off Bonuses

To add a time-off bonus for a selected agent:

  1. Select an agent and then, in the Agent Properties pane, click Time-Off Bonuses.
    The Agent Time-Off Bonuses pane opens.
  2. Click Add Agent Time-Off Bonus WM 851 agent activities plus.png .
    The Time-Off Bonuses Properties pane opens.
  3. Select a Time-Off Type from the drop-down list.
  4. Enter a Start Date and End Date, or click within either field to open a calendar, from which you can select a date.
    Tip
    • The Start Date is pre-populated with the current date, but you can change it, if necessary.
    • If you check the box at end of the End Date field, WFM Web enters the current date automatically.
  5. In the Bonus Hours field, enter the number of hours you want to award the selected agent.
  6. In the Comments field, enter any additional relevant information.
  7. Click Apply WM 851 agent activities assign.png .
  8. In the Agent Time-Off Bonuses pane, click Save Now WM 851 icon-save.png .

Editing Time-Off Bonuses

To edit an existing time-off bonus:

  1. In the Agent Time-Off Bonuses pane, select the bonus in the list that you want to edit.
  2. When the Time-Off Bonus Properties pane opens, make the necessary changes following the steps 3-8 in Adding Time-Off Bonuses.

Deleting Time-Off Bonuses

To delete an existing time-off bonus:

  1. In the Agent Time-Off Bonuses pane, select the bonus in the list and click Delete Agent Time-Off Bonus WM 851 agent activities minus.png .
  2. When the Confirmation dialog opens, click Yes to proceed or No to cancel the action.
  3. Click Save Now WM 851 icon-save.png .

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This page was last modified on 10 August 2017, at 06:45.