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How autogranting works

If your supervisor enables autogranting, your time-off requests are immediately granted and published to the Master Schedule in certain conditions:

  • The feature is enabled. Consult your supervisor.
  • All the requested days come after the specified lead time. The lead time is shown on the Balance dialog.
  • The time-off request is for more hours than the minimum required for the autogrant feature to apply.
  • Your absence does not exceed time-off limits established by your supervisor.
  • You have accrued enough time-off hours to cover your time-off request.

If the autogrant feature is disabled, your time-off requests are entered in Preferred status and a supervisor must grant your requests before they can be included in your schedule.

Some conditions apply to only full-day or part-day time-off requests:

  • Full-day time-off requests are always auto-published.
  • When a full-day time-off request is recalled, WFM restores a baseline schedule if that is available.
    • If the recalled time off itself is a baseline schedule or if a baseline schedule is not available, then WFM inserts a Day Off if the time off was unpaid.
    • If the recalled time off is paid, then WFM schedules a compatible shift with the same number of paid hours as the recalled time off.
  • A part-day time-off request must occur during the hours of your (an agent's) shift.
  • If a part-day time-off instance overlaps a part-day exception, WFM preempts and removes the exception (if configured.)
  • If a part-day time-off instance overlaps another part-day time off, WFM refuses the request.
Important
  • If the time-off instance that you added has the status Granted Not Scheduled, WFM will send a notification to your supervisor.
  • When you specify either start/end or paid time in a time-off request, WFM verifies the values against these configured constraints: contract availability, minimum of earliest start of all available for the day shifts, maximum of latest end of all shifts.

Wait-listed requests

If a time-off request is eligible for autogranting but there is no appropriate time slot available, the request is "wait-listed" until that time becomes available and then it is autogranted (autogrant must be enabled).

The wait list functionality puts agents into a queue who request unavailable time off, in the order of when each request was made. If the time slot becomes available, agents in that queue are granted their requests, in order. Ask your supervisor if this process is automatic, or if it depends upon the wait-list and autogrant settings that are specified by the WFM administrator.

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This page was last modified on March 6, 2017, at 15:31.