PEC-WFM/Current/Agent/MngTOR - Revision history

Gopinath.Manickam.IX: Published

2022-10-06T07:14:06Z

Published

WikiSysop at 13:01, August 9, 2022

2022-08-09T13:01:01Z

Mary.hachey@genesys.com: Published

2020-11-18T21:53:21Z

Published

Mary.hachey@genesys.com: Published

2020-11-18T18:23:28Z

Published

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WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:36:37Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:46:35Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Mhachey: Published

2020-06-12T13:36:31Z

Published

Bgrenon: Published

2020-06-08T15:19:33Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Managing your time-off requests
|TocName=Managing your time-off requests
|Context=View and manage your time-off requests.
|ComingSoon=No
|Platform=PureEngage
|Role=Agent
|Application=Workforce Management
|Prereq=
|Section={{Section
|sectionHeading=
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=Use the '''Time Off''' views ({{Link-SomewhereInThisManual|topic=TOO|anchor=ToClndr|display text=Calendar}} or {{Link-SomewhereInThisManual|topic=TOO|anchor=ToDtls|display text=Details}}) to effectively manage your time-off requests. Using the these views, you can:

*{{Link-SomewhereInThisManual|topic=MngTOR|anchor=AdNwTo|display text=Add new}} requests
*{{Link-SomewhereInThisManual|topic=MngTOR|anchor=EdtTo|display text=Edit}} existing requests
*{{Link-SomewhereInThisManual|topic=MngTOR|anchor=RcllTo|display text=Recall}} submitted requests
*{{Link-SomewhereInThisManual|topic=MngTOR|anchor=DltTo|display text=Delete}} requests.

{{NoteFormat|You can only recall and delete requests if they have not been granted or scheduled.|2}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Adding time-off requests
|anchor=AdNwTo
|alignment=Horizontal
|Media=Image
|image=WM_852_nw_toff_create-new3.png
|structuredtext=To add a time-off request:

#Click '''New'''.
#;The Add Time off dialog box opens.
#Click the '''Calendar''' icon and select the date that you want to have off.
#Click '''Add selected date to the list''' [[File: WM_852_nw_plus_icon.png|link=]].
#;The date displays above the calendar field. If you've made a mistake and want to delete this date, hover your mouse over it and when the 'x' displays, click it.
#Continue to add dates by repeating steps 2 and 3, if required.
#(Optional) If you want to specify different settings for each added request, click '''Populate'''.
#;If each time-off item has the same settings, you don't need to use this option.
#;The (time-off) Limits bar graph displays above the '''Time off''' field (see figure).
#In the drop-down list, select the time-off type.
#If you are requesting a full day, select the '''Full day''' check box.
#;For part-day requests, leave this check box empty.
#Enter the '''Start time''' and '''End time'''.
#If the end time runs into the next day, select the '''Next day''' check box.
#In the '''Comments''' field, enter any information that relates to this request.
#;Your supervisor might choose to consider these comments when deciding whether to grant or deny time-off requests.
|structuredtextwide=In step 1, you can select several dates (before clicking '''New'''), by using the keyboard and mouse. Press Ctrl or Shift and select dates by clicking the left mouse button or simply press the left mouse button and move your pointer.

{{NoteFormat|
*If WFM successfully processes your requests, a message appears to confirm they've been processed and the time-off items display in '''Calendar''' or '''Details''' view.
*If WFM returns error messages, it opens the '''Review validation messages''' dialog which lists the errors. Click '''Cancel''' to return to the '''Add Time off''' dialog and edit your request.
*WFM declines time-off requests that violate the terms of your contract. If specifically configured to do so, WFM also declines requests that fall on a day with a granted day off, granted availability with duration of <tt>0</tt> in the calendar, or a rotating pattern day off.|2}}
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Editing time-off requests
|anchor=EdtTo
|alignment=Horizontal
|Media=Image
|image=WM 852 nw edt to dlg4.png
|structuredtext=To edit time-off requests in the Calendar view:

#Click the time-off request you want to edit.
#;A dialog box opens showing the time-off details.
#Click '''Edit''' [[File: WM_852_nw_edit-to_icon.png|link=]].
#;The Edit Time off dialog box opens.
#Make any changes you find necessary and then click '''Save'''.
#;If WFM successfully processes your changes, a confirmation message displays.

To edit a time-off request in the Details view:

#Click '''Actions''' [[File: WM_852_nw_actns-clmn.png|link=]] in the row that has the time-off item you want to edit.
#A drop-down list opens. See the graphic in {{Link-SomewhereInThisManual|topic=TOO|anchor=ToDtls|display text=Viewing Time-Off Details}}.
#Select '''Edit'''.
#;The Edit Time Off dialog opens.
#Make changes as necessary and click '''Save'''.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Review validation messages
|anchor=
|alignment=Horizontal
|Media=Image
|image=WM_852_nw_revw_vldn_mess.png
|structuredtext=If the server returns error messages, you might see a message similar to the one shown in the figure ('''Review validation messages''' dialog box).
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Recalling time-off requests
|anchor=RcllTo
|alignment=Horizontal
|Media=Image
|image=WM_852_nw_to-recall_double.png
|structuredtext=Recall a time-off request by using either the '''Calendar''' or '''Details''' view.

To recall a request in the Calendar view:

#In the calendar, select the the time-off request you want to recall.
#When the dialog opens, click '''Recall''' [[File: WM_852_nw_recall-to_icon.png|link=]].
#When the '''Confirmation''' dialog opens, click '''Yes''' to recall the request or '''No''' to cancel the action.

To recall a time-off request in the Details view:

#In the row that shows the details of the request you want to recall, enter a check mark in the first column.
#Click the '''Recall''' button.
#When the '''Confirmation''' dialog opens, click '''Yes''' to recall the request or '''No''' to cancel the action.

In both views:

*After clicking '''Recall''', if time-off items are part of a batch, the '''Recall''' dialog opens listing the items submitted in the batch. Click '''Recall''' to recall all items or '''Cancel''' to cancel the action.

In the Details view, you can also use the '''Actions''' [[File: WM_852_nw_actns-clmn.png|link=]] menu to recall time-off items. See the graphic in {{Link-SomewhereInThisManual|topic=TOO|anchor=ToDtls|display text=Viewing time-off details}}.
|structuredtextwide=The recalled time off is marked in the calendar with one of the following statuses:

*'''Recalled''' status—Indicates that the item was completely recalled and no longer affects the agent's schedule.
*'''Scheduled, Recalled''' status—Indicates that your recall request was received, but the item is not yet recalled. The item will remain active and in your schedule until a supervisor removes the time off from the schedule.

If your company uses WFM's notification functionality, then WFM sends a notification to the appropriate supervisor. If autopublish is enabled, WFM republishes the schedule, with the time off removed.
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Deleting time-off requests
|anchor=DltTo
|alignment=Horizontal
|Media=Image
|image=WM_852_nw_to-delete_double.png
|structuredtext=Delete a time-off request by using either the '''Calendar''' or '''Details''' view.

To delete a request in the Calendar view:

#In the calendar, select the the time-off request you want to delete.
#When the dialog opens, click '''Delete''' [[File: WM_852_nw_dltt-to_icon.png|link=]].
#When the '''Confirmation''' dialog opens, click '''Yes''' to delete the request or '''No''' to cancel the action.

To delete a time-off request in the Details view:

#In the row that shows the details of the request you want to delete, enter a check mark in the first column.
#Click the '''Delete''' button.
#When the '''Confirmation''' dialog opens, click '''Yes''' to delete the request or '''No''' to cancel the action.

In both views:

*After clicking '''Delete''', if the time-off items are in a batch, the '''Delete''' dialog opens listing items submitted in the batch. Select a single item or the entire batch. Click '''Delete''' to delete the selected items or '''Cancel''' to cancel the action.

In the Details view, you can also use the '''Actions''' [[File: WM_852_nw_actns-clmn.png|link=]] menu to delete a time-off item. See the graphic in {{Link-SomewhereInThisManual|topic=TOO|anchor=ToDtls|display text=Viewing Time-Off Details}}.

{{NoteFormat|You cannot clear (or select) the check box for a time-off type that you can no longer use.|2}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Deleting autogranted requests
|anchor=DltTo
|alignment=Vertical
|Media=
|image=
|structuredtext=If the autogranting feature is off and a time-off request is Granted, you cannot use the time-off views to remove the time-off request. A supervisor must make the change in WFM Web for Supervisors.

If the autogranting feature is enabled, you can remove Granted time off that has not passed the autogranting {{Link-SomewhereInThisManual|topic=TOBlncs|anchor=LeadTm|display text=lead time}} listed in the balance dialog.

For example, if the Granted time-off request is three weeks in the future and the lead time is set to two weeks, then the Granted time-off request can be removed. However, if the Granted time-off request is only one week in the future, then the request cannot be removed because it has passed the lead time.

To learn more about autogranting, see {{Link-SomewhereInThisManual|topic=HwAGWrks|anchor=top|display text=How autogranting works}}.
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 27: / Line 27: @@
 |image=478952811
 |structuredtext=To add a time-off request:
+#(Optional) If you want to ensure you have sufficient time to request for a time-off, click '''Get balance''' to open the '''Balance''' page and view the accrued hours available.
 #Click '''New'''.
 #;The Add Time off dialog box opens.
@@ Line 34: / Line 34: @@
 #Click '''Add selected date to the list''' [[File: WM_852_nw_plus_icon.png|link=]].
 #;The date displays above the calendar field. If you've made a mistake and want to delete this date, hover your mouse over it and when the 'x' displays, click it.
-#Continue to add dates by repeating steps 2 and 3, if required.
+#Continue to add dates by repeating steps 3 and 4, if required.
 #(Optional) If you want to specify different settings for each added request, click '''Populate'''.
 #;If each time-off item has the same settings, you don't need to use this option.

@@ Line 34: / Line 34: @@
 #Click '''Add selected date to the list''' [[File: WM_852_nw_plus_icon.png|link=]].
 #;The date displays above the calendar field. If you've made a mistake and want to delete this date, hover your mouse over it and when the 'x' displays, click it.
 #Continue to add dates by repeating steps 2 and 3, if required.
 #(Optional) If you want to specify different settings for each added request, click '''Populate'''.
@@ Line 47: / Line 45: @@
 #In the '''Comments''' field, enter any information that relates to this request.
 #;Your supervisor might choose to consider these comments when deciding whether to grant or deny time-off requests.
-{{NoteFormat|
+|structuredtextwide={{NoteFormat|
 *If WFM successfully processes your requests, a message appears to confirm they've been processed and the time-off items display in '''Calendar''' or '''Details''' view.
 *If WFM returns error messages, it opens the '''Review validation messages''' dialog which lists the errors. Click '''Cancel''' to return to the '''Add Time off''' dialog and edit your request.

@@ Line 68: / Line 68: @@
 |structuredtextwide=To edit a time-off request in the Details view:
-#Click '''Actions''' [[undefined|link=]] in the row that has the time-off item you want to edit.
+#Click '''Actions''' [[File: WM_852_nw_actns-clmn.png|link=]] in the row that has the time-off item you want to edit.
 #A drop-down list opens. See the graphic in {{Link-SomewhereInThisManual|topic=TOO|anchor=ToDtls|display text=Viewing Time-Off Details}}.
 #Select '''Edit'''.

@@ Line 5: / Line 5: @@
 |Context=View and manage your time-off requests.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Agent
 |Application=Workforce Management

@@ Line 118: / Line 118: @@
 In the Details view, you can also use the '''Actions''' [[File: WM_852_nw_actns-clmn.png|link=]] menu to recall time-off items. See the graphic in {{Link-SomewhereInThisManual|topic=TOO|anchor=ToDtls|display text=Viewing time-off details}}.
 |structuredtextwide=The recalled time off is marked in the calendar with one of the following statuses:
@@ Line 151: / Line 152: @@
 In the Details view, you can also use the '''Actions''' [[File: WM_852_nw_actns-clmn.png|link=]] menu to delete a time-off item. See the graphic in {{Link-SomewhereInThisManual|topic=TOO|anchor=ToDtls|display text=Viewing Time-Off Details}}.
 {{NoteFormat|You cannot clear (or select) the check box for a time-off type that you can no longer use.|2}}
 |FAQHeading=
 |Status=No

PEC-WFM/Current/Agent/MngTOR - Revision history

Gopinath.Manickam.IX: Published

WikiSysop at 13:01, August 9, 2022

Mary.hachey@genesys.com: Published

Mary.hachey@genesys.com: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Mhachey: Published

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"