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  • 1.  Prevent Auto-Approval for Specific Time-Off Activity Codes

    Posted 7 hours ago

    Hi everyone,

    I have what might be a simple question and was hoping someone could point me in the right direction.

    We're currently trying to phase out the generic "Time Off" activity code and move agents to using the more specific "Annual Leave" activity code instead.

    Is there a way in Genesys WFM to:

    • Automatically decline/deny requests submitted using the "Time Off" activity code?
    • Or, if auto-decline isn't possible, configure the plan so that requests using that activity code do not auto-approve and instead require manual review?

    I've been looking through the Time-Off Plan rules and auto-approval settings but haven't found a clear way to prevent a specific activity code from being automatically approved.

    Has anyone implemented something similar or found a workaround for discouraging the use of an old activity code while keeping it available in the system?

    Thanks in advance for any advice!


    #TimeOff,AbsenceManagement

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    Mey Supandi
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  • 2.  RE: Prevent Auto-Approval for Specific Time-Off Activity Codes

    Posted 5 hours ago

    Howdy Mey,

    Few ways I think you could do this, simplest might just be to not allow the agents to select "Time Off" activity code.

    https://help.genesys.cloud/articles/activity-codes/

    If you go to Activity Codes, select "Time Off", and then in "Time Settings" there is a checkbox for "Agent Selectable" if you un-tick that, then agents won't be able to select Time Off as a code when submitting a time-off request, but the code itself will still exist, and can still be used by yourself if required.

    Alternatively, a Time-Off plan and then have the associated activity code be "Time Off" and then in Approval Rules, select "Manual Approval" 

    https://help.genesys.cloud/articles/add-a-time-off-plan/



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    Brahdilleone Dermody
    na
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