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= Assigning Time-Off Rules and Types=
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__NOTOC__
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Use the '''Time-Off Rule Assignment Properties''' pane to assign time-off rules and time-off types to agents, using the controls and procedures described in this topic.
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{{AnchorDiv|TORPrprties}}
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=== Time-Off Rule Assignment Properties controls===
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{|
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|-
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| [[File: WM_851_agent_activities_assign.png|link=]] '''Apply'''
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| Click to associate the configured time-off rule and time-off types with the agent.
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|-
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| [[File: WM_851_icon_close.png|link=]] '''Close'''
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| Click to close the pane.
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|-
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| [[File: WM_851_icon-help.png|link=]] '''Help'''
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| Click to view a Help topic about the '''Agent Time-Off Rules Properties''' pane.
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|-
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| '''Time-Off Rules''' ''drop-down list''
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| Click to select a time-off rule.
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|-
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| '''Start Date'''
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| Click to open a calendar, from which to choose a start date for the selected time-off rule. The default date is the current day.
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|-
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| {{AnchorDiv|EndDate}} '''End Date'''
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| Click to open a calendar, from which to choose a end date for the selected time-off rule.
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|-
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| '''Current Day''' ''check box''
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| Click to automatically populate this field with the current date.
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|}
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{{AnchorDiv|HstTORPrpt}}
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=== Carry-Over Details controls===
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The carry-over details controls are:
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*'''Carried Hours'''&mdash;The number of hours that have been carried over for this agent.
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*'''Accrued Hours'''&mdash;The number of hours that have accrued for this agent.
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*'''End Date Balance'''&mdash;The number of hours are left at the [[AssgTORlsTyps#EndDate|end date]] for this rule.
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*'''Awarder Bonus Hours'''&mdash;The number of awarder bonus hours accrued for this agent.
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*'''Used Bonus Hours'''&mdash;The number of bonus hours that this agent has used.
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*'''Expired Bonus Hours'''&mdash;The number of bonus hours that have expired.
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*'''Schedules Hours'''&mdash;The total number of scheduled hours for this agent.
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*'''Granted Hours'''&mdash;The total number of  hours that have been granted for this agent.
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*'''Preferred Hours'''&mdash;The total number of preferred hours for this agent.
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*'''Declined Hours'''&mdash;The total number of hours that have been declined for this agent.
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=== Time-Off Types controls===
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{|
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|-
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| [[File: WM_851_agent_activities_plus.png|link=]] '''Add Time-Off Types to a Time-Off Rule'''
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| Click to add time-off types to a time-off rule.
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|-
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| [[File: WM_851_agent_activities_minus.png|link=]] '''Remove Time-Off Types from a Time-Off Rule'''
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| Click to delete time-off types from a time-off rule.
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|-
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| [[File: WM_851_agent_activities_assign.png|link=]] '''Apply'''
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| Click to apply the selected time-off types to the time-off rule assignment.
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|-
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| [[File: WM_851_icon_close.png|link=]] '''Close'''
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| Click to close the pane.
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|-
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| [[File: WM_851_icon_search.png|link=]] '''Search'''
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| Enter seach criteria to find time-off types quickly.
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|}
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{{AnchorDiv|AsscTOTTOT}}
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== Associating Time-Off Rules and Time-Off Types with Agents==
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To associate a time-off rule and time-off types with the selected agent:
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<ol>
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<li>In the '''Agents Properties''' pane, click '''Time Off'''.</li>
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<li>Click '''Associate Time-Off Rule and Time-Off Types with Agent''' [[File: WM_851_agent_activities_plus.png|link=]] .<br>  The '''Time-Off Rule Assignment Properties''' pane opens.</li>
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<li>Select a '''Time-Off Rule''' from the drop-down list .</li>
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<li>Enter a '''Start Date''' and '''End Date''', or click within either field to open a calendar, from which you can select a date.
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{{NoteFormat|
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*The '''Start Date''' is pre-populated with the current date, but you can change it, if necessary.
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*If you check the box at end of the '''End Date''' field, WFM Web enters the current date automatically.|2}}</li>
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<li>Click '''Add Time-Off Types to a Time-Off Rule''' [[File: WM_851_agent_activities_plus.png|link=]] .<br>  The '''Time-Off Types''' pane opens.</li>
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<li>Select one or more time-off type from the list and then, click '''Apply''' [[File: WM_851_agent_activities_assign.png|link=]] .
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{{NoteFormat|To find a specific types, enter criteria in the '''Search''' field. For example, enter the name of the each time-off type you want to find.|2}}</li>
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<li>After the selected time-off types appears in the '''Properties''' pane, in the '''Transfer Balance''' column you can:
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<ul>
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<li>Leave the  check box enabled (checked by default) to carry over the balance from the previous rule.</li>
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<li>Clear the check box to accrue a new balance for this rule.</li>
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</ul>
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<li>Click '''Apply''' [[File: WM_851_agent_activities_assign.png|link=]]  .</li>
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<li>In the '''Time Off''' pane, click '''Save Now''' [[File: WM_851_icon-save.png|link=]] .</li>
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</ol>
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{{AnchorDiv|EdtgTORTOT}}
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== Editing Time-Off Rules and Time-Off Types Associated with Agents==
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To edit an existing time-off rule and time-off types associated with an agent:
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#In the '''Time Off''' pane, select the rule you want to edit.
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#The '''Time-Off Rule Assignment Properties''' pane opens.
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#Make the necessary changes, following steps 3-9 in [[AssgTORlsTyps#AsscTOTTOT|Associating Time-Off Rules and Time-Off Types with Agents]].
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{{AnchorDiv|DltgAgntsTO}}
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== Deleting Time Off==
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To delete a time-off rule and time-off types currently associated with an agent:
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#In the '''Time Off''' pane, select the rule you want to delete.
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#Click '''Remove Time-Off Rule and Time-Off Types association from Agent''' [[File: WM_851_agent_activities_minus.png|link=]] .
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#When the '''Confirmation''' dialog opens, click '''Yes''' to proceed or '''No''' to cancel the action.
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#In the '''Time Off''' pane, click '''Save Now''' [[File: WM_851_icon-save.png|link=]]  .
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[[Category:V:PSAAS:Julie]]

Revision as of 18:02, June 10, 2019

Assigning Time-Off Rules and Types

Use the Time-Off Rule Assignment Properties pane to assign time-off rules and time-off types to agents, using the controls and procedures described in this topic.

Time-Off Rule Assignment Properties controls

WM 851 agent activities assign.png Apply Click to associate the configured time-off rule and time-off types with the agent.
WM 851 icon close.png Close Click to close the pane.
WM 851 icon-help.png Help Click to view a Help topic about the Agent Time-Off Rules Properties pane.
Time-Off Rules drop-down list Click to select a time-off rule.
Start Date Click to open a calendar, from which to choose a start date for the selected time-off rule. The default date is the current day.
End Date 		Click to open a calendar, from which to choose a end date for the selected time-off rule.
Current Day check box Click to automatically populate this field with the current date.

Carry-Over Details controls

The carry-over details controls are:

  • Carried Hours—The number of hours that have been carried over for this agent.
  • Accrued Hours—The number of hours that have accrued for this agent.
  • End Date Balance—The number of hours are left at the end date for this rule.
  • Awarder Bonus Hours—The number of awarder bonus hours accrued for this agent.
  • Used Bonus Hours—The number of bonus hours that this agent has used.
  • Expired Bonus Hours—The number of bonus hours that have expired.
  • Schedules Hours—The total number of scheduled hours for this agent.
  • Granted Hours—The total number of hours that have been granted for this agent.
  • Preferred Hours—The total number of preferred hours for this agent.
  • Declined Hours—The total number of hours that have been declined for this agent.

Time-Off Types controls

WM 851 agent activities plus.png Add Time-Off Types to a Time-Off Rule Click to add time-off types to a time-off rule.
WM 851 agent activities minus.png Remove Time-Off Types from a Time-Off Rule Click to delete time-off types from a time-off rule.
WM 851 agent activities assign.png Apply Click to apply the selected time-off types to the time-off rule assignment.
WM 851 icon close.png Close Click to close the pane.
WM 851 icon search.png Search Enter seach criteria to find time-off types quickly.

Associating Time-Off Rules and Time-Off Types with Agents

To associate a time-off rule and time-off types with the selected agent:

  1. In the Agents Properties pane, click Time Off.
  2. Click Associate Time-Off Rule and Time-Off Types with Agent WM 851 agent activities plus.png .
    The Time-Off Rule Assignment Properties pane opens.
  3. Select a Time-Off Rule from the drop-down list .
  4. Enter a Start Date and End Date, or click within either field to open a calendar, from which you can select a date.
    Tip
    • The Start Date is pre-populated with the current date, but you can change it, if necessary.
    • If you check the box at end of the End Date field, WFM Web enters the current date automatically.
  5. Click Add Time-Off Types to a Time-Off Rule WM 851 agent activities plus.png .
    The Time-Off Types pane opens.
  6. Select one or more time-off type from the list and then, click Apply WM 851 agent activities assign.png .
    Tip
    To find a specific types, enter criteria in the Search field. For example, enter the name of the each time-off type you want to find.
  7. After the selected time-off types appears in the Properties pane, in the Transfer Balance column you can:
    • Leave the check box enabled (checked by default) to carry over the balance from the previous rule.
    • Clear the check box to accrue a new balance for this rule.
  8. Click Apply WM 851 agent activities assign.png .
  9. In the Time Off pane, click Save Now WM 851 icon-save.png .

Editing Time-Off Rules and Time-Off Types Associated with Agents

To edit an existing time-off rule and time-off types associated with an agent:

  1. In the Time Off pane, select the rule you want to edit.
  2. The Time-Off Rule Assignment Properties pane opens.
  3. Make the necessary changes, following steps 3-9 in Associating Time-Off Rules and Time-Off Types with Agents.

Deleting Time Off

To delete a time-off rule and time-off types currently associated with an agent:

  1. In the Time Off pane, select the rule you want to delete.
  2. Click Remove Time-Off Rule and Time-Off Types association from Agent WM 851 agent activities minus.png .
  3. When the Confirmation dialog opens, click Yes to proceed or No to cancel the action.
  4. In the Time Off pane, click Save Now WM 851 icon-save.png .
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