Time-Off Types

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Configure and manage multiple time-off types.

Related documentation:

WFM enables you to configure multiple types of time off. Examples of time-off types include vacation, sick leave, paid time off, holiday, and maternity leave.

By default, WFM creates the Vacation time-off type. This time-off type cannot be deleted and does not belong exclusively to any site.

You can configure a time-off rule for a one or multiple time-off types. When you configure multiple time-off types for the same rule, the time-off balance is calculated and accrued for all time-off types associated with that rule.

Use the procedures in this topic to create, copy, edit, and delete time-off types, and associate/disassociate time-off types with sites.

You assign time-off type/time-off rule combinations to agents by using the Configuration > Agents > Time Off pane.

Creating time-off types

To create a time-off type, watch the video and/or follow the steps in this procedure:

  1. In the Policies module, select Time-Off Types.
  2. In the Objects pane, select the site(s) or business unit with which the new object will be associated.
    You can select multiple sites (just keep clicking on them) but only one business unit.
  3. Select New (WM 851 icon-new.png) from the toolbar.
  4. Configure the new object on the Properties tab and the Associated Sites tab.
  5. Click Save when you are finished.

Editing time-off types

To edit a time-off type:

  1. In the Time-Off Type pane, select a time-off type.
  2. Select the Properties tab and/or the Associated Sites tab and make the changes.
  3. Click Save.
You cannot edit a time-off type that is used in the Calendar or Meeting Planner.

Deleting time-off types

To delete a time-off type:

  1. In the Time-Off Type pane, select a time-off type.
  2. Select Delete WM 851 icon-delete.png from the toolbar.
You cannot delete a time-off type that is used in the Calendar or Meeting Planner.

Copying time-off types

To copy a time-off type:

  1. Select an existing time-off type from the list.
  2. Click Copy WM 851 icon copy.png from the toolbar.
  3. Rename and associate the time-off type with a Business Unit.
  4. Click Save when you are finished.

Configuring the properties

Find the following settings on the Properties tab:

  • Name—This name should be descriptive and must be unique within the site.
  • Short Name—The short name of the time-off type can be up to three characters.
  • Time-Off Type is Paid—Select this check box if the time-off type is paid.
  • Counts Toward Time-Off Limits—Select this check box if WFM should apply time-off hours of this type to the time-off limits that you set in the WFM Web for Supervisors Calendar module. If you clear this check box, no time-off limits are applied to this time-off type.
  • Trade Rule—This controls whether agents can trade schedule periods that include time off of this type. For example, a paid-time-off day normally stays with the agent, whereas training may stay with the schedule (any agent who is working that shift would attend that training). The selections are:
    • Delete (deletes the trade proposal)
    • Do not trade (denies the trade proposal)
    • Keep with agent
    • Keep with schedule (default).

Associating and disassociating sites

  1. Select a site's check box to associate it with the current time-off type.
    • In the Schedule State Group drop-down list, select the group that will be associated with this time-off type.
  2. Clear a site's check box to disassociate with the current time-off type.
  3. Click Save.

When associating sites, on the Associated Sites tab you can associate a time-off type with a Schedule State Group. The site's Schedule State Groups drop-down list is enabled when you check a site. It contains all Schedule State Groups under the selected site.

If a Schedule State Group with an associated Fixed State Exception exists for the selected site, this Schedule State Group is selected by default in the Schedule State Group drop-down list when you check this site.

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