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Agents Time Off

In the Time Off pane, you can add, edit, and delete Time-Off Rules and Time-Off types that are associated with selected agents. Use the controls in the top-right corner of the following panes to complete the described tasks:

Time Off Pane Controls

[[File: WM_851_icon-object_tree_checkbox_cleared.png]|alt=Show historical button] Show Historical check box Enter a check mark to display time-off rules that contain historical data (the selected agent's time-off balance).
Associate time-off rule and time-off type with agent button Associate Time-Off Rule and Time-Off Type with Agent Click to associate the selected agent with time-off rules and time-off types.
Remove time-off rule and time-off type from agent button Remove Time-Off Rule and Time-Off Type association from Agent Click to disassociate the selected agent from time-off rules and time-off types.
Save button Save Now Click to save any changes.
Help buttonHelp Click to view a Help topic about the Time Off pane.
Tip
If you do not have at least one of the Edit Time Off privilege in the Agents view, the Associate and Remove Time-Off Rules icons are disabled and you cannot make these changes.

Time Off Historical Data

Historical data refers to the calculated balance in time-off rules. When the Show Historical check box is checked or enabled, the list of time-off rules (available for selection) will include rules that have calculated balances. If you select a rule, the Time-Off Rule Assignment Properties pane opens, displaying the details of the rule's assignment, calculated carry-over balances, and time-off types. The Show Historical check box is cleared by default.

Time-off rules that contain historical data can be deleted, but it is not recommended, because it can affect the agent’s time-off balance.

This page was last edited on May 4, 2021, at 17:03.
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