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Time-Off Statuses

  • 1.  Time-Off Statuses

    Posted 08-26-2025 10:00

    Hello All , 

    Is there a way to create new Time-Off Request Statueses in Genesys if we wanted to have a more defined option other than the native onces already in the system? Any of the API's will work. Thanks to whoever helps.


    #TimeOff,AbsenceManagement

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    Reuben Goodwin
    Sr. Telephony Engineer
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  • 2.  RE: Time-Off Statuses

    Posted 08-27-2025 07:48

    You can add activity codes under the time off activity code category. E.g., default Time Off; Paid Time Off; FMLA; etc. where you can specify, individually, if they are agent selectable or not, count as paid time or not, is planned or unplanned, etc.

    The add activity code API is documented along with our other publicly documented APIs; although, if you just have a few, then I would suggest using the application to add/manage.



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    Jay Langsford
    VP, R&D
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  • 3.  RE: Time-Off Statuses

    Posted 08-27-2025 08:17

    Is there a way to add additional Request statuses in the Time-Off Requests under Time Off?



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    Reuben Goodwin
    Sr. Telephony Engineer
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  • 4.  RE: Time-Off Statuses

    Posted 08-27-2025 08:44

    Time off request states are not extensible. How are the current ones (pending, approved, denied, etc.) not sufficient?



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    Jay Langsford
    VP, R&D
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  • 5.  RE: Time-Off Statuses

    Posted 08-28-2025 10:26

    In our case, not having manual access to the Waitlist status is disappointing. Due to the platforms' ignorance of existing requests, and the current inability to limit which intervals can have more than one person off, we don't use the auto-approval/Time Off Plans for more than a couple groups so almost all PTO requests are reviewed manually. Having the ability for WFM to select "Waitlist" and/or a "Reviewed" status would be extremely useful for both WFM (so we can show it has been seen before) and the front-line staff (so Supervisors and Agents can confirm WFM has seen and reviewed their request).



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    Gene Gutierrez | Workforce Analyst
    Presbyterian Workforce Management
    Albuquerque, NM
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  • 6.  RE: Time-Off Statuses

    Posted 08-28-2025 10:59

    The result of a time off request being reviewed is either the time off request is approved or denied. I am not following about the need of some new Reviewed status that is neither approved/denied.

    Pending time off requests might have a waitlist position. I am not sure what you mean by 'having manual access to the waitlist status'. Can you explain that and what exactly you would do with such information? Are you wanting something like you decide which time off requests should be waitlisted and their order in the waitlist manually?

    Adding @Damaris Scott to see if on the Product Management side.



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    Jay Langsford
    VP, R&D
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  • 7.  RE: Time-Off Statuses

    Posted 08-28-2025 11:13

    Regarding the "Reviewed" status.

    Our WFM team keeps requests pending until they can be approved or the date passes, so having a "Reviewed" status for us would be akin to Pending, just letting front-line staff know that WFM has seen the request and was unable to approve at that time.

    Regarding the "Waitlist" status.

    The Waitlist status is given by the system when using Time Off Plans with hours unavailable. My original suggestion was simply being able to place a request into this "Waitlist" status manually, which would also replace the Reviewed status above. If it would be possible to assign a Waitlist position as well, this would be even better so that front-line staff would have a better understanding of their place on the list.

    A "Rejected" status.

    Something like this, akin to Denial, would also be useful so we can Reject an improperly requested time off status. For example, we allow agents to take up to 2 hours per week in "Flex time". If an agent requested 3 hours, we could use this "Rejected" status to say "Rejected - Flex time more than allowed". We currently do this with a denial and a note, which works well enough, but a dedicated status for this would be useful as well - a bonus, if you will.



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    Gene Gutierrez | Workforce Analyst
    Presbyterian Workforce Management
    Albuquerque, NM
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  • 8.  RE: Time-Off Statuses

    Posted 08-28-2025 11:13

    I think simply our business is wanting to approve or denied with "reasons" and they figure this would be the best way to add additional Request statues



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    Reuben Goodwin
    Sr. Telephony Engineer
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  • 9.  RE: Time-Off Statuses

    Posted 08-28-2025 11:19

    I like this as an idea; being able to assign these statuses almost like agent statuses.

    Denied - No time off slots available
    Denied - No PTO hours available
    Pending - On waitlist

    This would also solve our use-case above.



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    Gene Gutierrez | Workforce Analyst
    Presbyterian Workforce Management
    Albuquerque, NM
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  • 10.  RE: Time-Off Statuses

    Posted 08-28-2025 11:52
    Correct . I guess I'll have to create an idea for this type of function 

    Sent from my Verizon, Samsung Galaxy smartphone
    Get Outlook for Android





  • 11.  RE: Time-Off Statuses

    Posted 08-28-2025 12:04

    Pending already has variants: https://help.mypurecloud.com/articles/navigate-the-time-off-requests-page/

    For your denied examples I would think a free-form Reviewer Notes field might be sufficient.

    Some new Reviewed status that is really akin to Pending looks to be more of a request for a multi-step approval process.



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    Jay Langsford
    VP, R&D
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  • 12.  RE: Time-Off Statuses

    Posted 08-28-2025 12:57
    Gene, thank you for taking the time to share a very relevant and well-described use case. From your posts, I understand that one of the key reasons you're not fully automating time-off requests is the current limitation in the granularity of time-off limits-you're looking for something more precise than the current daily-level settings.
    While the upcoming 15-minute granularity feature is still in development, the current option is to use manual approval in combination with time-off notes to explain decisions to employees.
    At this time, we don't have plans to introduce additional or configurable time-off request statuses. However, once automation is enabled, the conditions you mentioned-such as "no PTO hours available" and "no time-off slots available"-are already reflected through sub-statuses in the system.
    In addition, there is a new feature in development that may align with your review workflow:
    The first phase will introduce a new sub-status under Pending, indicating that a request is being held for further review. This will clearly show frontline staff that the request hasn't yet been reviewed.
    The second phase will allow supervisors to manually initiate the approval process for these held requests, in a sequence of their choosing. This could significantly reduce manual tracking and help streamline your approval process.


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    Vidas Placiakis
    Genesys
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  • 13.  RE: Time-Off Statuses

    Posted 08-28-2025 13:24

    Thank you for the information and reasons plus what's going forward. I will relate this to our business

     

    Reuben Goodwin
    Sr. Telephony Engineer

    Reuben.Goodwin@loancare.com | NMLS 2916



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  • 14.  RE: Time-Off Statuses

    Posted 08-29-2025 09:25
    Edited by Gina Palmer 08-29-2025 09:27

    @Jay Langsford I know that I have also asked that we have the ability to manually add a request to the Waitlist.  This is because we have some requests that do not go through checker and that we manually review, such as if they have a meeting on it.  Once we review it, if we determine the meeting can be moved and the request can be entertained, we don't have the option of placing it on the waitlist if the day is full and checker will never look at it.



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    Gina Palmer
    Manager, Workforce Management
    Papa, Inc.
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