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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

WM 851 icon-object tree checkbox cleared.png Show Historical check box Enter a check mark to display time-off rules that contain historical data (the selected agent's time-off balance).
WM 851 agent activities plus.png Associate Time-Off Rule and Time-Off Type with Agent Click to associate the selected agent with time-off rules and time-off types.
WM 851 agent activities minus.png 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.
WM 851 icon-save.png Save Now Click to save any changes.
WM 851 icon-help.pngHelp Click to view a Help topic about the Time Off pane.

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.

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This page was last modified on October 14, 2016, at 12:34.