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  • 1.  Exporting Time Off Request from prior month for both active / non active employees

    Posted 04-17-2024 10:08
    No replies, thread closed.

    Hello!

    The following is a regarding Time Off Request Historical data .  Specifically TOR and the inclusion of both active and non-active employees.

    Background:  We compile a monthly report across all divisions to monitor unscheduled call outs (instances where employees call out on the same day they're scheduled to work).

    Findings / Issue: However, when exporting the Time Off Request data for the previous month, it only includes active employees, excluding those who have left the company.

    Question / Need:  Any ideas/suggestions on how to export TOR data for both active and Non-Active employees? This information is for tracking trends within our organization.

    Thank you for your help!

    Anthony


    #Workforce Management

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    Anthony Cedrone
    Workforce Managment
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  • 2.  RE: Exporting Time Off Request from prior month for both active / non active employees

    Posted 04-17-2024 17:09
    No replies, thread closed.

    Do the advocates still exist on the schedule for the previous month? You could find the data and export from there. 



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    Shannon Hellner
    Paycor, Inc.
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  • 3.  RE: Exporting Time Off Request from prior month for both active / non active employees

    Posted 04-18-2024 11:01
    No replies, thread closed.

    Unfortunately, once agents are deleted, their time off requests are also deleted.

    You can instead "Set Inactive" on a user, which will not delete their Time Off Requests.  

    Unlike Time Off Requests, Schedules are kept for a deleted user, so Shannon's suggestion could also help.   



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    Joe Behymer, Director
    Genesys Cloud Workforce Management Development Team
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    Original Message


  • 4.  RE: Exporting Time Off Request from prior month for both active / non active employees

    Posted 04-20-2024 09:34
    No replies, thread closed.

    Thank you Shannon!  Great suggestion!

    Anthony



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    Anthony Cedrone
    Individual Only Contact Account
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    Original Message


  • 5.  RE: Exporting Time Off Request from prior month for both active / non active employees

    Posted 04-20-2024 09:39
    No replies, thread closed.

    Hello Shannon,

    Thank you very much.  I might have duplicated my response to you.  

    This was helpful!

    Anthony



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    Anthony Cedrone
    Individual Only Contact Account
    ------------------------------

    Original Message


  • 6.  RE: Exporting Time Off Request from prior month for both active / non active employees

    Posted 04-20-2024 09:41
    No replies, thread closed.

    Joe,

    Thank you - we now documented a SOP to keep the accounts as inactive and not delete them.  This allows me to see the TOR.

    Thank you for your suggestion.

    Anthony



    ------------------------------
    Anthony Cedrone
    Individual Only Contact Account
    ------------------------------

    Original Message


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