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  • 1.  Time off Limits

    Posted 07-17-2023 13:44
    No replies, thread closed.

    Hello, I would like to limit time off requested for agents during the last two months of the year. How can i do that in WFM on-premise. I currently have the time off limit set to 0, for the last two months of the year. I would like to block it out from even having agents request the time. The plan is to do a time off bidding but I can't start it until we get closer to August. 


    #Workforce Management

    ------------------------------
    Grethel Ramos
    Nationstar Mortgage LLC
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  • 2.  RE: Time off Limits

    Posted 07-18-2023 05:10
    No replies, thread closed.

    Hi Grethel,

    Yes you can - go to the Time Off Rule > Rules for Request tab > select 'Limit the total number of requested time-off hours, if' check box and configure as appropriate (leave the hours as 00:00) :

    The agent will receive this message whilst trying to book between those dates and won't be able to waitlist:

    You can amend these dates as often as needed.



    ------------------------------
    Tracy
    Genesys
    ------------------------------



  • 3.  RE: Time off Limits

    Posted 07-18-2023 13:26
    No replies, thread closed.

    Good afternoon,

     

    Thank you! Another question will I have to remove it for agents to request time off during the time off bidding period?

     

    Thanks,

     

    Grethel Ramos

    AVP, WFM

     

    800 State Highway 121 Bypass

    Lake Vista 4

    Lewisville, TX 75057

     

    (O) 972.956.6489

     

     

    Use my Friends and Family discount to save on refinancing or buying a home.

    Go to https://www.mrcooper.com/friends_family and enter my name to get started!

     




    Original Message


  • 4.  RE: Time off Limits

    Posted 07-19-2023 03:50
    No replies, thread closed.

    Yes, when you start the time off bidding process , uncheck the box on the 'Limit the total number of requested time-off hours' and then the agents can request.



    ------------------------------
    Tracy
    Genesys
    ------------------------------

    Original Message


  • 5.  RE: Time off Limits

    Posted 07-19-2023 13:57
    No replies, thread closed.

    @Tracy Vickers Does this functionality exist in Gen Cloud? 

    Thanks!



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    Shannon Hellner
    Paycor, Inc.
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    Original Message


  • 6.  RE: Time off Limits

    Posted 07-20-2023 04:11
    Edited by Tracy Vickers 08-04-2025 05:26
    No replies, thread closed.

    Hi Shannon,

    No it doesn't but there is an existing idea on the ideas lab that I would vote and add a full use case if this is something you would like to see.

    The idea is here



    ------------------------------
    Tracy
    Genesys
    ------------------------------

    Original Message


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