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Add or Edit Time-Off Items

Use this dialog to add new time-off items or edit existing ones.

If you select Time Off on the Add Calendar Item screen, then the Choose Time Off screen appears when you click Next.

  1. Select a time-off type from the Choose Time Off list.
    This list shows all of the time-off types that are configured for the selected site.
  2. Select the Show all check box to display all time-off types. Clear this check box to display only the time-off types that are applicable to the selected agent.
    If you select a time-off type that is not associated with a selected agent, then WFM assigns the time off but does not enforce the time-off balance rules ...except for limits. If the time-off type counts toward time-off limits, then WFM takes this time-off item into account when calculating limits.
  3. Optional: select the Full Day check box if the time-off preference is for a full day off.
  4. Optional: Adjust the Start time and End time for this time-off item, if the default values are not correct.
  5. Select the check box Specify Start/End to enable the Start Time and End Time fields, then click inside each field to modify the default values for hours, minutes, and AM/PM.
  6. Select Next Day to the right of the End Time text box if duration of the time off ends on the day after it begins.
  7. Optional: Specify a nonstandard length of your full-day time-off request.
  8. Select the Specify Paid Hours check box to enable the Paid Hours field, then click inside and enter or select a value to specify the exact number of hours in a full day for this particular time-off item. The Specify Paid Hours check box is enabled only if you selected a paid time-off type in the Choose Time Off list.
    If you are adjusting part-day time-off preferences, remember that all part-day time-off preferences must comply with all settings for at least one qualifying shift, including meal parameters. You might not need to adjust this value manually. If you selected a single agent, then the default is the number of paid hours/minutes configured for the agent's time-off rule, for the time-off type being inserted. If you selected multiple agents, the default value is 0 (zero).
  9. Optional: Select the Wait-list check box to specify that the request stays in a Preferred status, if a time-off request is denied because the time-off limits have already been reached.
    The request could eventually be granted by a Supervisor, if an opening becomes available, although this is not guaranteed.
  10. Optional: Enter a comment inside the Comments text box.
  11. Click Finish.
    The Calendar reappears, displaying the new or edited time-off item.
If you are entering multiple part-day time-off items, these cannot overlap each other or any part-day exception.
This page was last edited on October 14, 2016, at 20:34.
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