Under the Calendar module, use Time-Off Limits to control the number of agents allowed to take time off so that you do not adversely affect the ability to meet service objectives. You can configure time-off limits for the agents who perform a specific activity, all of the agents on a team, or all of the agents in a site. You can also:
- Set limits for the maximum number or maximum percentage of agents who can be on time off at any one time.
- Set different time-off limits for each timestep during the day, enabling more agents to take time off during non-peak work periods.
- See the actual numbers percentage of agents who are scheduled for time off and compare your limits with the actual values.
- Set minimum time-off limits for each timestep. See Setting Minimum Time-Off Limits for details.
If the Counts toward time-off limits check box is cleared for a time-off type, no time-off limits apply to that time-off type.After the Master Schedule is published, the Calendar service still allows Agents to enter time-off items. However, these items are automatically resolved as Not Scheduled, with the Reason Item is Not Scheduled because different schedule has already been built for this day. Also, these items are not checked against the time-off limits, because they are not scheduled. This is normal behavior, because planning (the Calendar) usually is done before scheduling.
Setting Time-Off Limits
Use this procedure to modify the Time-Off Limits table manually, or use the Set Time-Off Limits Wizard to set these limits:
- Select the Calendar tab.
- Select Time-Off Limits from the Views menu.
- Select a site, multi-site activity, team, or activity in the Objects tree. You cannot select a business unit or an individual agent.
- Select the period to be displayed in the table: Year (default), Month, or Week. The granularity associated with the selected period appears in the read-only Granularity text box.
- Enter or select a date by using the date-range selector at the top of the window.
If you select a day other than the first day of the selected period, the display defaults to the first day. For example, if you select Month and then select August 12, the display shows August 1-31.
- To remove the column from the table, clear the check box beside the name of that column.
The table displays the current data for the object and dates that you selected. See The Time-Off Limits Table for an explanation of the data presented in each column.TipThe set of columns repeats seven times in each row. Each repeat contains the values for one day of the week.
- For each period (represented by a row), enter a value directly into the Max. Agents or Max. % cell, or both. You can copy and paste values from one cell to another using the standard Windows Copy and Paste functions. If you enter values into both columns, WFM applies the lower limit.
TipIf you have chosen Week as the period, the minimum row appears. It displays the lowest limit entered into any cell. See Setting Minimum Time-Off Limits for how to use this feature.
- No Time-Off Limits—Leave the cell blank.
- No Time Off Allowed—Enter 0.
- Some Time Off Allowed—Enter the number or percentage of agents who are allowed to be on time off.
- If you want to set different values for a specific date range, click the Set Values button, which is located on the Action toolbar, or select Set Value from the Actions menu. See The Set Values Dialog Box for instructions on using this feature.
- To keep your changes, click the Save button, which is located on the Action toolbar, or select Save from the Actions menu.
ImportantIf you reduce the time-off limit for a specific period or if you assign agents to another team after a time-off period is scheduled, the limits for a particular period may be exceeded. In this case, agents retain any previously planned or scheduled time off, even if the limits are exceeded.
The Time-Off Limits Table
The Time-Off Limits table displays rows for each week (if the period is Year or Month) or for each 15-minute timestep (if the period is Week).
If you selected the Week period, the table also displays a Minimum row, which displays the lowest value set in any timestep during the day.
The columns in this table are:
- Week/Timestep—If the selected period is Year or Month, this column contains the dates of each week in the period. If the period is Week, the column lists each 15-minute timestep in a day.
- Max. Agents—Enter an integer value for the greatest number of agents in the selected site, team, or activity who are allowed to have time off during the selected period. This must be a whole number, so fractions are rounded down.
- Max. %—Enter a percentage value for the greatest number of agents in the selected site, team, or activity who are allowed to have time off during the selected period.
- Max. % Agents—WFM automatically calculates, to the nearest whole number, the maximum number of agents who can have time off based on the percentage value that you entered. This column is read-only.
- Actual Agents—The actual number of agents in the selected site, team, or activity who are scheduled for time off during the selected period. If a schedule is unavailable for that day, agents with granted or preferred Time Off also count as Actual agents with Time Off. This column is read-only.
- Actual %—The actual percentage of agents in the selected site, team, or activity who are scheduled for time off during the selected period. This column is read-only.
Setting Minimum Time-Off Limits
To set minimum limits:
- Select the Week period.
- Enter time-off limits in the cells for each timestep.
By default, the minimum row shows the lowest limit entered into any cell of a column.
- To set the minimum for multiple timesteps at once, enter a value directly into one of the cells in the Minimum row.
This new minimum value is automatically applied to all cells that contain a lower time-off limit. Cells with higher time-off limits are unaffected.
The minimum value set in the Week view is displayed as the Daily value in the Year and Month views.