Difference between revisions of "PEC-WFM/Current/Supervisor/AgtTmOffs"
From Genesys Documentation
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|DisplayName=Agents Time Off | |DisplayName=Agents Time Off | ||
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|TocName=Agents Time Off | |TocName=Agents Time Off | ||
| + | |Context=Manage time-off rules and time-off types for an agent. | ||
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|Platform=PureEngage | |Platform=PureEngage | ||
| − | | | + | |Role=Supervisor |
| − | | | + | |Application=Workforce Management |
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|Section={{Section | |Section={{Section | ||
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|alignment=Vertical | |alignment=Vertical | ||
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|structuredtext=In the '''Time Off''' pane, you can add, edit, and delete Time-Off Rules and Time-Off types that are associated with selected agents. Use the controls in the top-right corner of the following panes to complete the described tasks: | |structuredtext=In the '''Time Off''' pane, you can add, edit, and delete Time-Off Rules and Time-Off types that are associated with selected agents. Use the controls in the top-right corner of the following panes to complete the described tasks: | ||
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|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
|sectionHeading=Time off pane controls | |sectionHeading=Time off pane controls | ||
| − | | | + | |anchor=TimeOffPaneControls |
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|alignment=Vertical | |alignment=Vertical | ||
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|structuredtext={{{!}} | |structuredtext={{{!}} | ||
{{!}}- | {{!}}- | ||
{{!}}[[File: WM_851_icon-object_tree_checkbox_cleared.png]] '''Show Historical''' ''check box'' | {{!}}[[File: WM_851_icon-object_tree_checkbox_cleared.png]] '''Show Historical''' ''check box'' | ||
| − | {{!}}Enter a check mark to display time-off rules that contain | + | {{!}}Enter a check mark to display time-off rules that contain {{Link-SomewhereInThisVersion|manual=Supervisor|topic=AgtTmOffs|anchor=TOHstrcl|display text=historical data}} (the selected agent's time-off balance). |
{{!}}- | {{!}}- | ||
{{!}}[[File: WM_851_agent_activities_plus.png]] '''Associate Time-Off Rule and Time-Off Type with Agent''' | {{!}}[[File: WM_851_agent_activities_plus.png]] '''Associate Time-Off Rule and Time-Off Type with Agent''' | ||
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{{!}}Click to view a Help topic about the '''Time Off''' pane. | {{!}}Click to view a Help topic about the '''Time Off''' pane. | ||
{{!}}} | {{!}}} | ||
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|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
|sectionHeading=Time off historical data | |sectionHeading=Time off historical data | ||
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|alignment=Vertical | |alignment=Vertical | ||
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|structuredtext=Historical data refers to the calculated balance in time-off rules. When the '''Show Historical''' check box is checked or enabled, the list of time-off rules (available for selection) will include rules that have calculated balances. If you select a rule, the {{Link-SomewhereInThisManual|topic=AssgTORlsTyps|anchor=top|display text=Time-Off Rule Assignment Properties}} pane opens, displaying the details of the rule's assignment, calculated carry-over balances, and time-off types. The '''Show Historical''' check box is cleared by default. | |structuredtext=Historical data refers to the calculated balance in time-off rules. When the '''Show Historical''' check box is checked or enabled, the list of time-off rules (available for selection) will include rules that have calculated balances. If you select a rule, the {{Link-SomewhereInThisManual|topic=AssgTORlsTyps|anchor=top|display text=Time-Off Rule Assignment Properties}} pane opens, displaying the details of the rule's assignment, calculated carry-over balances, and time-off types. The '''Show Historical''' check box is cleared by default. | ||
Time-off rules that contain historical data can be deleted, but it is not recommended, because it can affect the agent’s time-off balance. | Time-off rules that contain historical data can be deleted, but it is not recommended, because it can affect the agent’s time-off balance. | ||
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}} | }} | ||
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Revision as of 15:51, June 25, 2020
This topic is part of the manual Workforce Management Web for Supervisors (Classic) Help for version Current of Workforce Management.
Manage time-off rules and time-off types for an agent.
Related documentation:
In the Time Off pane, you can add, edit, and delete Time-Off Rules and Time-Off types that are associated with selected agents. Use the controls in the top-right corner of the following panes to complete the described tasks:
Time off pane controls
 Show Historical check box
|
Enter a check mark to display time-off rules that contain historical data (the selected agent's time-off balance). |
 Associate Time-Off Rule and Time-Off Type with Agent
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Click to associate the selected agent with time-off rules and time-off types. |
 Remove Time-Off Rule and Time-Off Type association from Agent
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Click to disassociate the selected agent from time-off rules and time-off types. |
 Save Now
|
Click to save any changes. |
 Help
|
Click to view a Help topic about the Time Off pane. |
Time off historical data
Historical data refers to the calculated balance in time-off rules. When the Show Historical check box is checked or enabled, the list of time-off rules (available for selection) will include rules that have calculated balances. If you select a rule, the Time-Off Rule Assignment Properties pane opens, displaying the details of the rule's assignment, calculated carry-over balances, and time-off types. The Show Historical check box is cleared by default.
Time-off rules that contain historical data can be deleted, but it is not recommended, because it can affect the agent’s time-off balance.
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