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Assigning Time-Off Rules

Use the Time-Off Rules Assignment pane to assign agents and time-off types to a time-off rule.

Associating Agents and Time-Off Types to Rules

To associate agents and time-off types to time-off rules, watch the video and/or complete this procedure:


  1. In the time-off rules Assignments pane, click Associate Agents and Time-Off Types with this rule WM 851 agent activities plus.png .
  2. Enter a Start Date and End Date for this rule assignment.
  3. Click Add Agent(s) to a Time-Off Rule WM 851 agent activities plus.png .
    A pane containing a list of available agents opens.
  4. Select one or more agents to associate with this rule and then, click Apply WM 851 agent activities assign.png .
    The selected available agents are moved to a list of assigned agents.
  5. In the Time-Off Types section, click Add Time-Off Types to a Time-Off Rule WM 851 agent activities plus.png .
    Another pane opens, enabling you to select from a list of time-off types.
  6. Select one or more time-off types and click Apply WM 851 agent activities assign.png .
    The selected time-off types are moved to a list of assigned time-off types.
  7. In the Associate following agents and time-off types with rule pane, click Apply WM 851 agent activities assign.png again.

Disassociating Agents and Time-Off Types

To disassociate agents and time-off types to time-off rules:

  1. In the assigned agents and time-off types lists, select the items you want to disassociate from this rule.
  2. Click Remove Agents and Time-Off Types association from this rule WM 851 agent activities minus.png .
  3. When the confirmation dialog appears, click Yes to proceed or No to cancel the action.

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This page was last modified on October 30, 2017, at 12:17.