AI-generated summary
Genesys Cloud provides comprehensive time-off plan management functionality within its Workforce Management module, allowing administrators to create and configure up to 250 time-off plans per management unit. Users access this feature through Menu > Workforce Management > Scheduling > Time-Off Plans and can assign plans to specific business units or management units.
The time-off plan configuration consists of three primary tabs. The Plan tab enables administrators to assign plans to management units or staffing groups, select HRIS integrations with corresponding time-off types, and associate activity codes. When agents submit time-off requests matching HRIS types, the system automatically creates corresponding requests in external HR systems and deducts payable time upon supervisor approval.
The Rules tab controls schedule management, time-off limits, and approval workflows through three approval methods: Manual Approval requires individual supervisor approval for each request; Auto Approval automatically approves all requests regardless of limits; and Conditional Approval applies auto-approval based on available time-off limits with additional controls to prevent conflicts with specific activity codes and published schedules. The Rules tab also supports configuration of time-off request expiration timelines, with waitlisted requests automatically transitioning to "Pending – Waitlist window closed" status after a specified number of days before the scheduled start date.
The Override Dates tab establishes date-based exceptions to standard plan rules through two options: "Blocked from Time Off Request" prevents agent submissions on specified dates, while "Manually Reviewed" requires manual approval for all requests during those periods. Override dates operate within the business unit's time zone and support a maximum of 550 configurations per plan, with date entries ranging from 93 days in the past to 1,462 days in the future. Administrative capabilities include adding, filtering, and deleting override dates, as well as refreshing views to reflect current configurations