Assigning Time-Off Rules

Important

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Use the Time-Off Rules Assignment pane to assign agents and time-off types to a time-off rule.

Associating Agents and Time-Off Types to Rules

To associate agents and time-off types to time-off rules:

1. In the Time-Off Rules Assignments pane, click Associate Agents and Time-Off Types with this rule .
2. Enter a Start Date and End Date for this rule assignment.
3. Click Add Agent(s) to a Time-Off Rule .
   A pane containing a list of available agents opens.
4. Select one or more agents to associate with this rule and then, click Apply .
   The selected available agents are moved to a list of assigned agents.
5. In the Time-Off Types section, click Add Time-Off Types to a Time-Off Rule .
   Another pane opens, enabling you to select from a list of time-off types.
6. Select one or more time-off types and click Apply .
   The selected time-off types are moved to a list of assigned time-off types.
7. In the Associate following agents and time-off types with rule pane, click Apply again.

Disassociating Agents and Time-Off Types

To disassociate agents and time-off types to time-off rules:

1. In the assigned agents and time-off types lists, select the items you want to disassociate from this rule.
2. Click Remove Agents and Time-Off Types association from this rule .
3. When the confirmation dialog appears, click Yes to proceed or No to cancel the action.