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  • 1.  Ability to set Time-Off limits per Planning group (aka per skill)

    Posted 4 hours ago

    Dear WFM community!

    Here I want to learn from you what do you think about time-off limits and setting these to secure certain type of work?
    Currently GC WFM allows to restrict time-off per Management Unit or Staffing group.
    Both are static groups, where same agent can not be be member of two different MU or two different Staffing groups.

    For tasks where we need to secure specific service(Planning group), and ensure that not all people will go on vacation same time - I do believe it will be great to have ability set limits also on Planning groups.

    What do you feel about it? Do you treat this as valuable?

    Thanks,
    Best Regards,


    #TimeOff,AbsenceManagement

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    Dmitriy Vakulenko
    WFM Senior Product Manager
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  • 2.  RE: Ability to set Time-Off limits per Planning group (aka per skill)

    Posted 3 hours ago

    Hi Dmitriy, totally agree, and this is something we deal with as well!

    The workaround today is building a staffing group filtered by your planning group and applying the time off plan there, but honestly, looking at the Time Off Plan setup, it is obvious that the gap exists. The "Applies To" field only gives you "Management Unit" or "Staffing Group", even though Planning Groups are in the same WFM navigation menu.

    Adding Planning Group as a third option in that selection would be the clean fix. The planning group already knows which agents belong based on route paths and skills, so there is no extra maintenance overhead.

    Definitely worth submitting to the ideas portal if it is not already there!



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    Chris Rodriguez
    Contact Center System Administrator
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    Original Message


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