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Assigning Time-Off Rules and Types

Use the Time-Off Rule Assignment Properties pane to assign time-off rules and time-off types to agents, using the controls and procedures described in this topic.

Time-Off Rule Assignment Properties controls

WM 851 agent activities assign.png Apply Click to associate the configured time-off rule and time-off types with the agent.
WM 851 icon close.png Close Click to close the pane.
WM 851 icon-help.png Help Click to view a Help topic about the Agent Time-Off Rules Properties pane.
Time-Off Rules drop-down list Click to select a time-off rule.
Start Date Click to open a calendar, from which to choose a start date for the selected time-off rule. The default date is the current day.
End Date
Click to open a calendar, from which to choose a end date for the selected time-off rule.
Current Day check box Click to automatically populate this field with the current date.

Carry-Over Details controls

The carry-over details controls are:

  • Carried Hours—The number of hours that have been carried over for this agent.
  • Accrued Hours—The number of hours that have accrued for this agent.
  • End Date Balance—The number of hours are left at the end date for this rule.
  • Awarder Bonus Hours—The number of awarder bonus hours accrued for this agent.
  • Used Bonus Hours—The number of bonus hours that this agent has used.
  • Expired Bonus Hours—The number of bonus hours that have expired.
  • Schedules Hours—The total number of scheduled hours for this agent.
  • Granted Hours—The total number of hours that have been granted for this agent.
  • Preferred Hours—The total number of preferred hours for this agent.
  • Declined Hours—The total number of hours that have been declined for this agent.

Time-Off Types controls

WM 851 agent activities plus.png Add Time-Off Types to a Time-Off Rule Click to add time-off types to a time-off rule.
WM 851 agent activities minus.png Remove Time-Off Types from a Time-Off Rule Click to delete time-off types from a time-off rule.
WM 851 agent activities assign.png Apply Click to apply the selected time-off types to the time-off rule assignment.
WM 851 icon close.png Close Click to close the pane.
WM 851 icon search.png Search Enter seach criteria to find time-off types quickly.

Associating Time-Off Rules and Time-Off Types with Agents

To associate a time-off rule and time-off types with the selected agent:

  1. In the Agents Properties pane, click Time Off.
  2. Click Associate Time-Off Rule and Time-Off Types with Agent WM 851 agent activities plus.png .
    The Time-Off Rule Assignment Properties pane opens.
  3. Select a Time-Off Rule 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. Click Add Time-Off Types to a Time-Off Rule WM 851 agent activities plus.png .
    The Time-Off Types pane opens.
  6. Select one or more time-off type from the list and then, click Apply WM 851 agent activities assign.png .
    Tip
    To find a specific types, enter criteria in the Search field. For example, enter the name of the each time-off type you want to find.
  7. After the selected time-off types appears in the Properties pane, in the Transfer Balance column you can:
    • Leave the check box enabled (checked by default) to carry over the balance from the previous rule.
    • Clear the check box to accrue a new balance for this rule.
  8. Click Apply WM 851 agent activities assign.png .
  9. In the Time Off pane, click Save Now WM 851 icon-save.png .

Editing Time-Off Rules and Time-Off Types Associated with Agents

To edit an existing time-off rule and time-off types associated with an agent:

  1. In the Time Off pane, select the rule you want to edit.
  2. The Time-Off Rule Assignment Properties pane opens.
  3. Make the necessary changes, following steps 3-9 in Associating Time-Off Rules and Time-Off Types with Agents.

Deleting Time Off

To delete a time-off rule and time-off types currently associated with an agent:

  1. In the Time Off pane, select the rule you want to delete.
  2. Click Remove Time-Off Rule and Time-Off Types association from Agent WM 851 agent activities minus.png .
  3. When the Confirmation dialog opens, click Yes to proceed or No to cancel the action.
  4. In the Time Off pane, click Save Now WM 851 icon-save.png .

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This page was last modified on August 10, 2017, at 05:45.