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Administrators with appropriate permission can add, approve, edit, and deny time-off requests by clicking Admin and under Workforce Management, selecting Time-Off Requests. If the time-off request passes all time-off plan and limit conditions, the auto-approval engine places the time-off request in an approved state. If the time-off request does not pass all time-off plan and limit conditions, the auto-approval engine places the time-off request in a pending state.
Administrators can approve or deny pending time-off requests. The notify permission allows you to receive notifications when an agent’s time-off request was not auto-approved.
For each agent, the system retains and shows a maximum of the last:
By default, this view uses the business unit’s time zone. Users with administrator permissions can change the displayed time zone by selecting from the list in the upper right corner of the view. The time zone of the business unit is listed at the top of the list of time zones for reference. This option is helpful for administrators who access the view from a different time zone.
| Task | Description |
|---|---|
| Navigate the time-off requests page | View options available on the time-off requests page. |
| Add a time-off request | Add a time-off request for one or more agents. |
| Edit a time-off request | Edit a time-off request for one or more agents. |
| Approve a time-off request | Approve pending or previously denied time-off requests. |
| Deny a time-off request | Deny pending or previously approved time-off requests. |
| Filter and sort time-off requests | Filter time-off requests by status, agent, or date range, and sort the displayed requests. |
| Evaluate a time-off request | Initiate the auto-approval process of time-off requests. |
| Add a full day off to an agent in the schedule | Within a published or unpublished schedule, create a full day of time-off for an agent or agents. |
| Synchronize time-off requests | Review time-off differences and apply a default fix for each difference |
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