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  • 1.  How to Leverage Auto-Approval Despite Limitations Presented by Agent Movement

    Posted 02-21-2024 12:11

    I recently submitted this idea to the product enhancement lab and it had me wondering - how are organizations utilizing auto-approval for time off requests despite the limitations involved in transferring agents to new management units? 


    #Workforce Management
    #TimeOff/HRIS

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    Andrea Rushfeldt
    ATB Financial
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  • 2.  RE: How to Leverage Auto-Approval Despite Limitations Presented by Agent Movement

    Posted 02-21-2024 12:58
    Edited by Tracy Vickers 08-04-2025 05:28

    I recommend customer wait until near the end schedule to migrate the user to another Management Unit.

    but, "Time-off requests move with the agent to the new management unit. Time-off requests are specific to agents, not management units, and should follow the agent with the move."

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    Att,



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    Breno Canyggia Ferreira Marreco
    https://www.linkedin.com/in/brenocfm-40b62182/
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    Original Message


  • 3.  RE: How to Leverage Auto-Approval Despite Limitations Presented by Agent Movement

    Posted 02-21-2024 17:47

    When an agent moves MU we see their already-approved PTO reflected in the Allocated Time Off of the new MU, so we know days that are over to be able to mitigate other ways. We set up MUs in a way to prevent movement as much as possible which helps here. Do you not see the hours allocated, is that what you're asking about? 



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    Shannon Hellner
    Paycor, Inc.
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    Original Message


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