Hello all,

My team is looking at the implications if we were to move teammates from one Staffing Group to another.

• Would the time off allocations stay within the staffing group where they were assigned first? 
• Would approved or pending time off requests transfer to the new staffing group or would a agent need to resubmit? 

I am just wanting to make sure if there is going to be more work involved with manual adjustments to allocations and existing time off requests that our team is prepared to handle. 

Thanks!

Hello all,

My team is looking at the implications if we were to move teammates from one Staffing Group to another.

• Would the time off allocations stay within the staffing group where they were assigned first? 
• Would approved or pending time off requests transfer to the new staffing group or would a agent need to resubmit? 

I am just wanting to make sure if there is going to be more work involved with manual adjustments to allocations and existing time off requests that our team is prepared to handle. 

Thanks!

Hi Miguel,

Vidas is right; if you move the agents, there needs to be an exact time off plan associated with the new group. Here are some steps to help with moving agents:

Hello all,

My team is looking at the implications if we were to move teammates from one Staffing Group to another.

• Would the time off allocations stay within the staffing group where they were assigned first? 
• Would approved or pending time off requests transfer to the new staffing group or would a agent need to resubmit? 

I am just wanting to make sure if there is going to be more work involved with manual adjustments to allocations and existing time off requests that our team is prepared to handle. 

Thanks!

Hi @Damaris Scott!  Is there a plan for these to automatically move, in the future?  I am asking because you mention "workaround steps) which leads me to believe this is a know challenge. 

Hi Miguel,

Vidas is right; if you move the agents, there needs to be an exact time off plan associated with the new group. Here are some steps to help with moving agents:

Hello all,

My team is looking at the implications if we were to move teammates from one Staffing Group to another.

• Would the time off allocations stay within the staffing group where they were assigned first? 
• Would approved or pending time off requests transfer to the new staffing group or would a agent need to resubmit? 

I am just wanting to make sure if there is going to be more work involved with manual adjustments to allocations and existing time off requests that our team is prepared to handle. 

Thanks!