Workforce Engagement Management

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  • 1.  Time-Off Requests and Work Plan Changes

    Posted 3 days ago

    When a user submits a time-off request and selects one or more full days, the total hours requested is calculated by either the published schedule, if the requested dates are covered by a published schedule, or if no schedule exists the hours are calculated using the user's Work Plan configuration. A question I have is what happens if a user submits a request for a period not covered by a published schedule, then after the request has been approved the agent's Work Plan configuration changes? We are using the HRIS integration to store/retrieve user balances so want to know if it's possible in this scenario for a user's balance to be recalculated. 

    As an example, a user working Mon-Fri submits a request to have Thursday and Friday off later in the year. The change is approved and 16 hours (2 x 8 hour days) is deducted from the user's balance. The user's shift pattern then changes so they now only work Mon-Thu. This means the Friday they have requested off is no longer a working day for them but the have still had 8 hours deducted from their balance. Is there any mechanism within Genesys WFM to handle this and update balance? Or does this require manual intervention?


    #ScheduleGeneration
    #ScheduleManagement
    #TimeOff,AbsenceManagement
    #WFMConfiguration,BestPractices

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    James Foster
    Technical Consultant
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  • 2.  RE: Time-Off Requests and Work Plan Changes

    Posted 9 hours ago

    Hi James

    Not sure if it will be possible to perhaps use the "Synchronized time-off request" tool within the schedule editor to address the mismatch in the agent's work plan.

    From what I was able to find online, it depends on the type of integration that you have, whether its allowed to update/add and remove as well.

    This should then update your HR system as well once the Time-off request has been updated.

    Regards



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    Stephan Taljaard
    EMBEDIT s.r.o
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