Workforce Engagement Management

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  • 1.  Setting limit on how far how time off can be requested

    Posted 11-18-2024 14:50

    Good day.   Is there a way to limit access on how far an agent can request time off?  Is this controllable if we wanted to not allow visibility more than 3,6,9,12 months out?   I have not seen anywhere in the tool where this can be done.


    #TimeOff/HRIS

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    Jon Goodman
    na
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  • 2.  RE: Setting limit on how far how time off can be requested

    Posted 11-18-2024 18:54

    In Management Units, there's "Time-Off Requests" which allows you to input a submission range constraint.

    This will let you set a minimum and maximum amount of days out agents can create a time off request for.

    https://help.mypurecloud.com/articles/add-a-management-unit/



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    Brahdilleone Dermody
    na
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    Original Message


  • 3.  RE: Setting limit on how far how time off can be requested

    Posted 11-19-2024 08:56
    Edited by Jon Goodman 11-19-2024 08:58

    Thank you very much.  I am not seeing the Submission Time Constraint as an option when I click into Time Off Requests.  I will need to see if perhaps this is a permissions issue.

    Edit:  Found It.  Thanks again.



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    Jon Goodman
    na
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    Original Message


  • 4.  RE: Setting limit on how far how time off can be requested

    Posted 11-19-2024 09:37

    @Jon GoodmanThe issue we have with the Time restraints is that it is a rolling time line.  If we say requests can be submitted 120 days out, it means 120 days from today, or up until 03/19/25.  Tomorrow, I can submit time off up until 03/20/25.  On Friday, I can submit up until 03/21/25.  This is a problem for us.  We end up having to make sure the Time Off Limits are 0 past the date we want and watch to manually deny anything that comes in past the end date we want.  This needed enhancement (ability to set a hard end date) has been submitted to the Idea Portal.  It is under review and could sure use your vote https://genesyscloud.ideas.aha.io/ideas/WETOM-I-70



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    Gina Palmer
    Manager, Workforce Management
    Papa, Inc.
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    Original Message


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