Workforce Engagement Management

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  • 1.  Time Off Request and update to schedule

    Posted 11-23-2022 08:04
    Hello,

    Our business users are interested in the request time-off feature.

    When time off is approved, is it added to the agents schedule?  What is required to do so?
    #WorkforceManagement
    #Scheduling

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    Melissa Callender
    Ontario Teachers' Pension Plan
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  • 2.  RE: Time Off Request and update to schedule

    GENESYS
    Posted 11-23-2022 09:56
    Edited by Chuck Swain 11-23-2022 10:06
    Melissa,

    So glad to hear you are going to offer time off submissions to your agents.

    1. Agent submits time off request from the My Schedule View screen. https://help.mypurecloud.com/articles/my-schedule-view/
    2. Time Off Request are stored as Pending and queued for WFM Admin to Approve or Deny. https://help.mypurecloud.com/articles/view-pending-time-off-requests/
    3. Approved Time Off requests are now ready to be synchronized (ADDED) to schedules. https://help.mypurecloud.com/articles/synchronize-time-off-requests/
    4. Once you have synchronized time off requests with a schedule you are ready to publish schedules to agents affected.

    Now Available: There are also options available for automating time off approval and waitlists by configuring Time Off Limits and Time Off Plans by MU.
    Coming soon: Time Off Planning integration with HRIS time off balances.

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    I would also suggest trying out the Tempo app #tempo which gives agents all the same visibility and ownership to their , schedules time off (and now Late notifications)
    Note: Agents can view their workforce management schedules and submit or view time-off requests from an Android device or iOS device. To download the mobile application, Genesys Tempo™, see Mobile apps for workforce management schedules.

    For more information about managing schedules, time-off requests, and settings in a mobile app, see:


    Thanks, let us know how things go.

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    Chuck Swain
    Genesys
    WEM Leadership
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