Hello! We have run into an issue with PTO and wondering if you have a suggestion. 

We have advocates requesting partial PTO. I cannot duplicate this myself, but they are able to enter the request with 0 hours paid (this seems to be only happening on partial requests). When I tried myself, it auto changed my request from 0 hours paid to 5 min paid. 

When 0 hours are requested to be paid, this appears to by-pass our limits and auto-approves. As we don't have Gen connected with our time system, they are then adding the "approved" PTO in our time system and getting paid out. 

Any ideas here, something I might need to update in config? Thanks!!

#Genesys Cloud CX
#Workforce Engagement Management
#WorkforceManagement
#Scheduling

------------------------------
Shannon Hellner
Paycor, Inc.
------------------------------

Hello!

We are noticing this same issue. However, this is only affecting one of our time off activity codes: "incentive time". In our experience when 0 hours and 0 minutes is requested as PTO the system sets it as pending then we manually deny it. I have included an image below of what this looks like for us. 

------------------------------
Addison Hild
Athene

Original Message:
Sent: 11-13-2023 15:37
From: Shannon Hellner
Subject: Partial time off bypassing time off limits with 0 hours paid showing

Hello! We have run into an issue with PTO and wondering if you have a suggestion. 

We have advocates requesting partial PTO. I cannot duplicate this myself, but they are able to enter the request with 0 hours paid (this seems to be only happening on partial requests). When I tried myself, it auto changed my request from 0 hours paid to 5 min paid. 

When 0 hours are requested to be paid, this appears to by-pass our limits and auto-approves. As we don't have Gen connected with our time system, they are then adding the "approved" PTO in our time system and getting paid out. 

Any ideas here, something I might need to update in config? Thanks!!

#Genesys Cloud CX
#Workforce Engagement Management
#WorkforceManagement
#Scheduling

------------------------------
Shannon Hellner
Paycor, Inc.
------------------------------

Hello! We have run into an issue with PTO and wondering if you have a suggestion. 

We have advocates requesting partial PTO. I cannot duplicate this myself, but they are able to enter the request with 0 hours paid (this seems to be only happening on partial requests). When I tried myself, it auto changed my request from 0 hours paid to 5 min paid. 

When 0 hours are requested to be paid, this appears to by-pass our limits and auto-approves. As we don't have Gen connected with our time system, they are then adding the "approved" PTO in our time system and getting paid out. 

Any ideas here, something I might need to update in config? Thanks!!

Hi Shannon,

I hope all is well. For your issue, I'm so sorry, I'm a little confused so need some clarification. When you say 'advocates' are these admins that have access to request time on behalf of an agent? Are they changing the paid hours in the time-off request to '0'? If so, then it would be expected behavior to not count against time off limits because they are requesting 0 minutes. But, I may be missing something. The same is true if the agent doesn't have a published schedule and doesn't have a work plan for the day that is being requested. Then the payable hours would be 0 and will not count against time off limits.

If the admins are then going into your outside WFM system (non-Genesys) and manually entering the time off requests and reducing the employee's balance, that would be a process outside Genesys that we can't control. 

Hello! We have run into an issue with PTO and wondering if you have a suggestion. 

We have advocates requesting partial PTO. I cannot duplicate this myself, but they are able to enter the request with 0 hours paid (this seems to be only happening on partial requests). When I tried myself, it auto changed my request from 0 hours paid to 5 min paid. 

When 0 hours are requested to be paid, this appears to by-pass our limits and auto-approves. As we don't have Gen connected with our time system, they are then adding the "approved" PTO in our time system and getting paid out. 

Any ideas here, something I might need to update in config? Thanks!!

Hello Damaris, thanks for the reply. By advocates I mean agents. So for example, yesterday an agent requested partial PTO of 1.25 hours for beginning of shift today (schedule published). It came across as 0 hours paid, and was approved by Gen. Nothing came out of the limits as it showed 0 hours paid. 

Hi Shannon,

I hope all is well. For your issue, I'm so sorry, I'm a little confused so need some clarification. When you say 'advocates' are these admins that have access to request time on behalf of an agent? Are they changing the paid hours in the time-off request to '0'? If so, then it would be expected behavior to not count against time off limits because they are requesting 0 minutes. But, I may be missing something. The same is true if the agent doesn't have a published schedule and doesn't have a work plan for the day that is being requested. Then the payable hours would be 0 and will not count against time off limits.

If the admins are then going into your outside WFM system (non-Genesys) and manually entering the time off requests and reducing the employee's balance, that would be a process outside Genesys that we can't control. 

Hello! We have run into an issue with PTO and wondering if you have a suggestion. 

We have advocates requesting partial PTO. I cannot duplicate this myself, but they are able to enter the request with 0 hours paid (this seems to be only happening on partial requests). When I tried myself, it auto changed my request from 0 hours paid to 5 min paid. 

When 0 hours are requested to be paid, this appears to by-pass our limits and auto-approves. As we don't have Gen connected with our time system, they are then adding the "approved" PTO in our time system and getting paid out. 

Any ideas here, something I might need to update in config? Thanks!!

Also I should add, I incorrectly thought the agent was changing this themselves, but we have spoken to a few and now know they cannot do that function. It's system generated. 

Hello Damaris, thanks for the reply. By advocates I mean agents. So for example, yesterday an agent requested partial PTO of 1.25 hours for beginning of shift today (schedule published). It came across as 0 hours paid, and was approved by Gen. Nothing came out of the limits as it showed 0 hours paid. 

Hi Shannon,

I hope all is well. For your issue, I'm so sorry, I'm a little confused so need some clarification. When you say 'advocates' are these admins that have access to request time on behalf of an agent? Are they changing the paid hours in the time-off request to '0'? If so, then it would be expected behavior to not count against time off limits because they are requesting 0 minutes. But, I may be missing something. The same is true if the agent doesn't have a published schedule and doesn't have a work plan for the day that is being requested. Then the payable hours would be 0 and will not count against time off limits.

If the admins are then going into your outside WFM system (non-Genesys) and manually entering the time off requests and reducing the employee's balance, that would be a process outside Genesys that we can't control. 

Hello! We have run into an issue with PTO and wondering if you have a suggestion. 

We have advocates requesting partial PTO. I cannot duplicate this myself, but they are able to enter the request with 0 hours paid (this seems to be only happening on partial requests). When I tried myself, it auto changed my request from 0 hours paid to 5 min paid. 

When 0 hours are requested to be paid, this appears to by-pass our limits and auto-approves. As we don't have Gen connected with our time system, they are then adding the "approved" PTO in our time system and getting paid out. 

Any ideas here, something I might need to update in config? Thanks!!

Hi Shannon! 

A couple questions:

1. are we sure that they are submitting "partial" days off? I ask because I am also unable to request 0m paid with a partial, but the full day auto calculates their paid time for them with the opportunity for 0. 
2. do the agents have a published schedule for the time they're requesting off?  
   1. If yes, then are they requesting a day that they aren't scheduled to work? With a published schedule the system will auto-calculate paid time off based on the published shift.  If there is no published shift, calculates for 0m.
      1. If yes AND they have a shift on that day, then we have a more interesting issue that I don't know the answer to. 
   2. If no, then my next question is: are they assigned to a workplan? if the agent has neither a published schedule nor a work plan for the system to default to, the system has no idea how many paid hours/minutes to default to and will default to 0m. 

Also I should add, I incorrectly thought the agent was changing this themselves, but we have spoken to a few and now know they cannot do that function. It's system generated. 

Hello Damaris, thanks for the reply. By advocates I mean agents. So for example, yesterday an agent requested partial PTO of 1.25 hours for beginning of shift today (schedule published). It came across as 0 hours paid, and was approved by Gen. Nothing came out of the limits as it showed 0 hours paid. 

Hi Shannon,

I hope all is well. For your issue, I'm so sorry, I'm a little confused so need some clarification. When you say 'advocates' are these admins that have access to request time on behalf of an agent? Are they changing the paid hours in the time-off request to '0'? If so, then it would be expected behavior to not count against time off limits because they are requesting 0 minutes. But, I may be missing something. The same is true if the agent doesn't have a published schedule and doesn't have a work plan for the day that is being requested. Then the payable hours would be 0 and will not count against time off limits.

If the admins are then going into your outside WFM system (non-Genesys) and manually entering the time off requests and reducing the employee's balance, that would be a process outside Genesys that we can't control. 

Hello! We have run into an issue with PTO and wondering if you have a suggestion. 

We have advocates requesting partial PTO. I cannot duplicate this myself, but they are able to enter the request with 0 hours paid (this seems to be only happening on partial requests). When I tried myself, it auto changed my request from 0 hours paid to 5 min paid. 

When 0 hours are requested to be paid, this appears to by-pass our limits and auto-approves. As we don't have Gen connected with our time system, they are then adding the "approved" PTO in our time system and getting paid out. 

Any ideas here, something I might need to update in config? Thanks!!

Hi Shannon! 

A couple questions:

1. are we sure that they are submitting "partial" days off? I ask because I am also unable to request 0m paid with a partial, but the full day auto calculates their paid time for them with the opportunity for 0. 
2. do the agents have a published schedule for the time they're requesting off?  
   1. If yes, then are they requesting a day that they aren't scheduled to work? With a published schedule the system will auto-calculate paid time off based on the published shift.  If there is no published shift, calculates for 0m.
      1. If yes AND they have a shift on that day, then we have a more interesting issue that I don't know the answer to. 
   2. If no, then my next question is: are they assigned to a workplan? if the agent has neither a published schedule nor a work plan for the system to default to, the system has no idea how many paid hours/minutes to default to and will default to 0m. 

Also I should add, I incorrectly thought the agent was changing this themselves, but we have spoken to a few and now know they cannot do that function. It's system generated. 

Hello Damaris, thanks for the reply. By advocates I mean agents. So for example, yesterday an agent requested partial PTO of 1.25 hours for beginning of shift today (schedule published). It came across as 0 hours paid, and was approved by Gen. Nothing came out of the limits as it showed 0 hours paid. 

Hi Shannon,

I hope all is well. For your issue, I'm so sorry, I'm a little confused so need some clarification. When you say 'advocates' are these admins that have access to request time on behalf of an agent? Are they changing the paid hours in the time-off request to '0'? If so, then it would be expected behavior to not count against time off limits because they are requesting 0 minutes. But, I may be missing something. The same is true if the agent doesn't have a published schedule and doesn't have a work plan for the day that is being requested. Then the payable hours would be 0 and will not count against time off limits.

If the admins are then going into your outside WFM system (non-Genesys) and manually entering the time off requests and reducing the employee's balance, that would be a process outside Genesys that we can't control. 

Hello! We have run into an issue with PTO and wondering if you have a suggestion. 

We have advocates requesting partial PTO. I cannot duplicate this myself, but they are able to enter the request with 0 hours paid (this seems to be only happening on partial requests). When I tried myself, it auto changed my request from 0 hours paid to 5 min paid. 

When 0 hours are requested to be paid, this appears to by-pass our limits and auto-approves. As we don't have Gen connected with our time system, they are then adding the "approved" PTO in our time system and getting paid out. 

Any ideas here, something I might need to update in config? Thanks!!

Hello! We have run into an issue with PTO and wondering if you have a suggestion. 

We have advocates requesting partial PTO. I cannot duplicate this myself, but they are able to enter the request with 0 hours paid (this seems to be only happening on partial requests). When I tried myself, it auto changed my request from 0 hours paid to 5 min paid. 

When 0 hours are requested to be paid, this appears to by-pass our limits and auto-approves. As we don't have Gen connected with our time system, they are then adding the "approved" PTO in our time system and getting paid out. 

Any ideas here, something I might need to update in config? Thanks!!

Hello! We have run into an issue with PTO and wondering if you have a suggestion. 

We have advocates requesting partial PTO. I cannot duplicate this myself, but they are able to enter the request with 0 hours paid (this seems to be only happening on partial requests). When I tried myself, it auto changed my request from 0 hours paid to 5 min paid. 

When 0 hours are requested to be paid, this appears to by-pass our limits and auto-approves. As we don't have Gen connected with our time system, they are then adding the "approved" PTO in our time system and getting paid out. 

Any ideas here, something I might need to update in config? Thanks!!

Hi Everyone,

We've had some great discussions on this topic, but it may have gotten a little confusing along the way. Below, I'll state some of the expected behavior. If your scenario does not fit the expected behavior, then I think there should be a support ticket submitted. But, also please let me know if I'm way off base to what the original issue was.

For the scenarios I'll define below, let's assume the following:

1. The agent is requesting time off on a published schedule
2. The agent will not be scheduled for the day they are requesting, therefore we expect 0-payable hours
3. The Time off Plan is configured to use and count towards time off limits
4. There are not any available time off limits for the day the agent is submitting the request for
5. There will be two types of activity codes we will test with. 
   1. Time Off Activity Code that is configured with the checkbox enabled 'Count as Paid Time'
   2. Time Off Activity Code that is configured with the checkbox disabled 'Count as Paid Time'

Scenario 1: Agent submits time-off on a published schedule that does not have a shift and the activity code used is set to 'Count as Paid Time'

Scenario 1 - Expected Outcome: The time off request will not get auto-approved and will be set to pending. The request will have an error message: "Your request was not auto-approved because the daily duration specified is not compatible with the scheduled or planned shift duration."

Scenario 2: Agent submits time-off on a published schedule that does not have a shift and the activity code used is NOT set to 'Count as Paid Time'

Scenario 2 - Expected Outcome: The time off request will get auto-approved with 0 payable hours.

Please let me know if I'm way off with the original problem. Also, if you have some screenshots you can share with me, please email them to damaris.scott@genesys.com (It's a little easier to upload documents via email).

If you are able to reproduce the behavior, I'll also be happy to schedule some time with you to see if we can brainstorm together to figure out what might be going on. 

Hello! We have run into an issue with PTO and wondering if you have a suggestion. 

We have advocates requesting partial PTO. I cannot duplicate this myself, but they are able to enter the request with 0 hours paid (this seems to be only happening on partial requests). When I tried myself, it auto changed my request from 0 hours paid to 5 min paid. 

When 0 hours are requested to be paid, this appears to by-pass our limits and auto-approves. As we don't have Gen connected with our time system, they are then adding the "approved" PTO in our time system and getting paid out. 

Any ideas here, something I might need to update in config? Thanks!!

Hi Damaris thank you for the response. I do have a ticket opened. It's been difficult as I cannot recreate this my issue no matter what I try myself. 

I agree with your scenarios and expected outcomes. Unfortunately these expected outcomes did not occur. The examples I have are on mostly published schedules, with and without available time in time-off limits, with activity codes that are all paid, auto-approved at 0 hours paid. This does not occur often, but it does occur and has been for months though we just realized as we are in our busy season and have been over-approving time-off due to this. 

Would you like me to send screen shots? I have some that I sent off today to be added to the ticket.

Hi Everyone,

We've had some great discussions on this topic, but it may have gotten a little confusing along the way. Below, I'll state some of the expected behavior. If your scenario does not fit the expected behavior, then I think there should be a support ticket submitted. But, also please let me know if I'm way off base to what the original issue was.

For the scenarios I'll define below, let's assume the following:

1. The agent is requesting time off on a published schedule
2. The agent will not be scheduled for the day they are requesting, therefore we expect 0-payable hours
3. The Time off Plan is configured to use and count towards time off limits
4. There are not any available time off limits for the day the agent is submitting the request for
5. There will be two types of activity codes we will test with. 
   1. Time Off Activity Code that is configured with the checkbox enabled 'Count as Paid Time'
   2. Time Off Activity Code that is configured with the checkbox disabled 'Count as Paid Time'

Scenario 1: Agent submits time-off on a published schedule that does not have a shift and the activity code used is set to 'Count as Paid Time'

Scenario 1 - Expected Outcome: The time off request will not get auto-approved and will be set to pending. The request will have an error message: "Your request was not auto-approved because the daily duration specified is not compatible with the scheduled or planned shift duration."

Scenario 2: Agent submits time-off on a published schedule that does not have a shift and the activity code used is NOT set to 'Count as Paid Time'

Scenario 2 - Expected Outcome: The time off request will get auto-approved with 0 payable hours.

Please let me know if I'm way off with the original problem. Also, if you have some screenshots you can share with me, please email them to damaris.scott@genesys.com (It's a little easier to upload documents via email).

If you are able to reproduce the behavior, I'll also be happy to schedule some time with you to see if we can brainstorm together to figure out what might be going on. 

Hello! We have run into an issue with PTO and wondering if you have a suggestion. 

We have advocates requesting partial PTO. I cannot duplicate this myself, but they are able to enter the request with 0 hours paid (this seems to be only happening on partial requests). When I tried myself, it auto changed my request from 0 hours paid to 5 min paid. 

When 0 hours are requested to be paid, this appears to by-pass our limits and auto-approves. As we don't have Gen connected with our time system, they are then adding the "approved" PTO in our time system and getting paid out. 

Any ideas here, something I might need to update in config? Thanks!!

Hi Everyone,

We've had some great discussions on this topic, but it may have gotten a little confusing along the way. Below, I'll state some of the expected behavior. If your scenario does not fit the expected behavior, then I think there should be a support ticket submitted. But, also please let me know if I'm way off base to what the original issue was.

For the scenarios I'll define below, let's assume the following:

1. The agent is requesting time off on a published schedule
2. The agent will not be scheduled for the day they are requesting, therefore we expect 0-payable hours
3. The Time off Plan is configured to use and count towards time off limits
4. There are not any available time off limits for the day the agent is submitting the request for
5. There will be two types of activity codes we will test with. 
   1. Time Off Activity Code that is configured with the checkbox enabled 'Count as Paid Time'
   2. Time Off Activity Code that is configured with the checkbox disabled 'Count as Paid Time'

Scenario 1: Agent submits time-off on a published schedule that does not have a shift and the activity code used is set to 'Count as Paid Time'

Scenario 1 - Expected Outcome: The time off request will not get auto-approved and will be set to pending. The request will have an error message: "Your request was not auto-approved because the daily duration specified is not compatible with the scheduled or planned shift duration."

Scenario 2: Agent submits time-off on a published schedule that does not have a shift and the activity code used is NOT set to 'Count as Paid Time'

Scenario 2 - Expected Outcome: The time off request will get auto-approved with 0 payable hours.

Please let me know if I'm way off with the original problem. Also, if you have some screenshots you can share with me, please email them to damaris.scott@genesys.com (It's a little easier to upload documents via email).

If you are able to reproduce the behavior, I'll also be happy to schedule some time with you to see if we can brainstorm together to figure out what might be going on. 

Hello! We have run into an issue with PTO and wondering if you have a suggestion. 

We have advocates requesting partial PTO. I cannot duplicate this myself, but they are able to enter the request with 0 hours paid (this seems to be only happening on partial requests). When I tried myself, it auto changed my request from 0 hours paid to 5 min paid. 

When 0 hours are requested to be paid, this appears to by-pass our limits and auto-approves. As we don't have Gen connected with our time system, they are then adding the "approved" PTO in our time system and getting paid out. 

Any ideas here, something I might need to update in config? Thanks!!