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HRIS Integration for Time-off Balances

  • 1.  HRIS Integration for Time-off Balances

    GENESYS
    Posted 05-31-2023 15:59
    Edited by Tracy Vickers 06-16-2023 05:34

    We will be introducing a HRIS integration that will allow communication between Genesys Cloud and any external HR system.  This integration will pull the agents' time-off balances from the HR system and auto approvals of time-off can be setup based on agents' balances and time-off limits.  As an Admin, you will be able to create time-off plans for these integrations by selecting the HR System and the Time-off Type from the dropdowns.  In the time-off requests screen, you will be able to see whether a time-off request has been automatically synched to the HR System as there will be a new Synch Status column.  When adding or editing a time-off request for an activity that is linked to a HRIS integration, you will now see the agent's time-off balances.  As an agent, you will now be able to see your time-off balances before you submit a time-off request by clicking on the "Show Balances" icon on the top right of the time-off request screen.  When submitting a time-off request for an activity that is linked to an integration, you will see the estimated payable hours as well as the time-off balance for that activity towards the bottom of the time-off request screen.


    #WorkforceManagement

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    Belinda Herrera, Staff Product Manager
    GENESYS - Employees
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  • 2.  RE: HRIS Integration for Time-off Balances

    Posted 06-05-2023 10:36

    This is exciting!  Will it work with UKG?



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    Brent Price
    Applied Systems
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  • 3.  RE: HRIS Integration for Time-off Balances

    GENESYS
    Posted 06-05-2023 10:48

    Hi Brent,

    Yes, it will work with any HR system that uses JSON REST API endpoints.  



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    Belinda Herrera
    GENESYS TELECOMMUNICATIONS LAB. INC
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  • 4.  RE: HRIS Integration for Time-off Balances

    Posted 07-05-2023 03:10

    When is the GA release?



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    Riitta Richard
    Advania Finland Oy
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  • 5.  RE: HRIS Integration for Time-off Balances

    GENESYS
    Posted 07-06-2023 05:17

    Hi Ritta,

    This feature was released on Jun 7th 2023 - https://help.mypurecloud.com/releasenote/june-7-2023/



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    Tracy
    Genesys
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  • 6.  RE: HRIS Integration for Time-off Balances

    Posted 07-07-2023 10:01

    Happy Friday,  
    We are excited about this feature and have it in our plan to turn on this quarter.  I saw the release for June 7th which was the communication between Genesys Cloud WFM and external HR system. 

    There is also a release listed on the Future Release page.  https://help.mypurecloud.com/future-release-announcements/  That one specifically states it will pull the agents time-off balances from the HR system.  Was that portion not released with the June 7th release?  Do you have a date for this portion?  The time off balances is what we are super excited about and will save time for leaders, agents and WFM!  



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    Cressida Gioiella
    Massachusetts Mutual Life Insurance Company
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  • 7.  RE: HRIS Integration for Time-off Balances

    GENESYS
    Posted 07-07-2023 10:19

    Happy Friday, Cressida :-)

    Let me check with our Product Management team to confirm, I may not get a reponse until Monday so please bear with me.



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    Tracy
    Genesys
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  • 8.  RE: HRIS Integration for Time-off Balances

    GENESYS
    Posted 07-11-2023 15:34

    Hi Cressida,

    In order to have the communication between GC and your HR system, the actual integration will need to be configured first.  You can find more information about how to setup the integration here https://developer.genesys.cloud/blueprints/wfm-hris-blueprint/.  This is a blueprint for an integration with Bamboo so depending on what HR system you will be integrating with there may be some changes that will be needed, however this will give you a good overview of the integration setup process.  If you run into any issues or have any questions please reach out to @Damaris Scott



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    Belinda Herrera
    GENESYS TELECOMMUNICATIONS LAB. INC
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  • 9.  RE: HRIS Integration for Time-off Balances

    Posted 07-12-2023 19:39

    Does this also work with the Salesforce connector?  Are associates able to see their time off balances via that as well?

    Will this be able to work to the interval level as well?  Not have 10 associates request 10AM - 1030AM off at the same time and it auto approve because it meets the time off plan available hours?



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    Matthew Young
    Ascension Health-IS, Inc.
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  • 10.  RE: HRIS Integration for Time-off Balances

    GENESYS
    Posted 07-17-2023 11:00

    Hi Mathew,

    This will work with any system that has REST APIs.  Agents will be able to see their balances on the Time-off request screen.  There is an iconthat they can click on that will show them all of their available balances.  You can refer back to the post on 5/31 that includes screenshots, there you will see where to find the agent balances.

    The auto-approval option in Genesys Cloud that is set to "according to time-off limit" only looks at the number of hours available compared to the number of hours requested.  This is not at the interval level, it's just total hours.  With the release of Staffing Groups (https://genesyscloud.ideas.aha.io/ideas/WEM-I-697) later this year, users will have the flexibility to setup time-off limits at the Staffing Group level which can address the need to control how many agents cant be approved during specific times.



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    Belinda Herrera
    GENESYS TELECOMMUNICATIONS LAB. INC
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  • 11.  RE: HRIS Integration for Time-off Balances

    Posted 07-17-2023 14:09

    Thank you Belinda!

    Just to confirm, the Salesforce connector will show that icon as well if associates don't use Genesys itself to manage their calls, and view their schedules?



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    Matthew Young
    Ascension Health-IS, Inc.
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  • 12.  RE: HRIS Integration for Time-off Balances

    GENESYS
    Posted 07-18-2023 17:15

    Hi Matthew,

    Sorry, I totally misread your original question.  Yes, it is my understanding that agents will be able to see their schedules in Salesforce as well as the Time-off request screen where they will also be able to see their balances as long as the HRIS integration has been setup. 

    The Beta for the Salesforce integration in open now.  If you are interested in participating you can reach out to @Eduard Roehrich



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    Belinda Herrera
    GENESYS TELECOMMUNICATIONS LAB. INC
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