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

2020-07-25T02:37:41Z

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

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

2020-07-15T11:49:49Z

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

Bgrenon: Published

2020-06-08T15:24:00Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Time-Off Types
|TocName=Time-Off Types
|Context=Configure and manage multiple time-off types.
|ComingSoon=No
|Platform=PureEngage
|Role=Supervisor
|Application=Workforce Management
|Section={{Section
|alignment=Vertical
|structuredtext=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 {{Link-SomewhereInThisManual|topic=TmOffTyps|anchor=CrtgTOTyps|display text=create}}, {{Link-SomewhereInThisManual|topic=TmOffTyps|anchor=CpyTOTyps|display text=copy}}, {{Link-SomewhereInThisManual|topic=TmOffTyps|anchor=EdtgTOTyps|display text=edit}}, and {{Link-SomewhereInThisManual|topic=TmOffTyps|anchor=DltgTOTyps|display text=delete}} time-off types, and {{Link-SomewhereInThisManual|topic=TmOffTyps|anchor=AsscStsTb|display text=associate/disassociate}} time-off types with sites.

You assign time-off type/time-off rule combinations to agents by using the '''Configuration''' > '''Agents''' > {{Link-SomewhereInThisManual|topic=AgtTmOffs|anchor=top|display text=Time Off}} pane.
|Status=No
}}{{Section
|sectionHeading=Creating time-off types
|anchor=CrtgTOTyps
|alignment=Vertical
|structuredtext={{Section
|sectionHeading=
|anchor=|Standalone=No
|ComingSoon=No
|Status=No
|alignment=Horizontal|structuredtext=To create a time-off type, watch the video and/or follow the steps in this procedure:
#In the '''Policies''' module, select '''Time-Off Types'''.
#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.
#Select '''New''' ([[File: WM_851_icon-new.png|link=]]) from the toolbar.
#Configure the new object on the {{Link-SomewhereInThisManual|topic=TmOffTyps|anchor=PrpTb|display text=Properties}} tab and the {{Link-SomewhereInThisManual|topic=TmOffTyps|anchor=AsscStsTb|display text=Associated Sites}} tab.
#Click '''Save''' when you are finished.
|Media=Video
|image=160952087
}}
|Status=No
}}{{Section
|sectionHeading=Editing time-off types
|anchor=EdtgTOTyps
|alignment=Vertical
|structuredtext=To edit a time-off type:

#In the '''Time-Off Type''' pane, select a time-off type.
#Select the {{Link-SomewhereInThisManual|topic=TmOffTyps|anchor=PrpTb|display text=Properties}} tab and/or the {{Link-SomewhereInThisManual|topic=TmOffTyps|anchor=AsscStsTb|display text=Associated Sites}} tab and make the changes.
#Click '''Save'''.

{{NoteFormat|You cannot edit a time-off type that is used in the '''Calendar''' or '''Meeting Planner'''.|2}}
|Status=No
}}{{Section
|sectionHeading=Deleting time-off types
|anchor=DltgTOTyps
|alignment=Vertical
|structuredtext=To delete a time-off type:

#In the '''Time-Off Type''' pane, select a time-off type.
#Select '''Delete''' [[File: WM_851_icon-delete.png|link=]] from the toolbar.

{{NoteFormat|You cannot delete a time-off type that is used in the '''Calendar''' or '''Meeting Planner'''.|2}}
|Status=No
}}{{Section
|sectionHeading=Copying time-off types
|anchor=CpyTOTyps
|alignment=Vertical
|structuredtext=To copy a time-off type:

#Select an existing time-off type from the list.
#Click '''Copy''' [[File: WM_851_icon_copy.png|link=]] from the toolbar.
#Rename and associate the time-off type with a Business Unit.
#Click '''Save''' when you are finished.
|Status=No
}}{{Section
|sectionHeading=Configuring the properties
|anchor=PrpTb
|alignment=Vertical
|structuredtext=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).
|Status=No
}}{{Section
|sectionHeading=Associating and disassociating sites
|anchor=AsscStsTb
|alignment=Vertical
|structuredtext=#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.
#Clear a site's check box to disassociate with the current time-off type.
#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.
|Status=No
}}
}}

@@ Line 5: / Line 5: @@
 |Context=Configure and manage multiple time-off types.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Supervisor
 |Application=Workforce Management

PEC-WFM/Current/Supervisor/TmOffTyps - Revision history

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

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

Bgrenon: Published

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

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