Workforce Engagement Management

 View Only

Sign Up

  • 1.  Time off limits / Allocated Time off hours / Available hours

    Posted 2 days ago

    Hi,

    Seeking guidance or assistance in troubleshooting if my configurations are set up incorrectly, causing the time off limits, allocated time, and available time to not compute accurately.


    #TimeOff,AbsenceManagement

    ------------------------------
    Thank you,
    Holly Stauffer
    Workforce Operations Associate Analyst
    ------------------------------


  • 2.  RE: Time off limits / Allocated Time off hours / Available hours

    Posted 2 days ago
    Edited by Mike Morris 2 days ago

    Hi Holly, 

    Can you confirm that all your time-off plans have the setting to count requested time off against time-off limits is ticked?

    If it is, it could be caused by any of those agents in your list that had time-off but have since moved into that managemnet unit or staffing group. Currently the time-off you may see listed does not update against a new plan. It will stay listed against the time-off limits where the request was orginally processed. Genesys do have a work around for this whilst an Idea is being voted on and hopefully picked up for development. 

    https://genesyscloud.ideas.aha.io/ideas/WETOM-I-205

    The link above is the details around an idea that is now under "Future Consideration" and here is a workaround we were provided by Genesys, if this is the issue. This was for moving an agent from time-off limits done at MU to a staffing group, but similar steps can be done when moving from MU to MU or BU to BU too. 




    ------------------------------
    Mike Morris
    Manager - BCD
    ------------------------------



  • 3.  RE: Time off limits / Allocated Time off hours / Available hours

    Posted 2 days ago

    Thank you for replying.  Yes, they are all marked as Count requested time off against time off limits.

    It seems to be only that day that is not calculating correctly

     Any help or insights would be appreciated. 



    ------------------------------
    Thank you,
    Holly Stauffer
    Workforce Operations Associate Analyst
    ------------------------------



  • 4.  RE: Time off limits / Allocated Time off hours / Available hours

    Posted yesterday

    Hi Holly, did any of the agents on that day recently move into the MU or Staffing group? it could be that they had time-off approved in another MU or staffing group. 



    ------------------------------
    Mike Morris
    Manager - BCD
    ------------------------------



  • 5.  RE: Time off limits / Allocated Time off hours / Available hours

    Posted yesterday

    Apologizes for not addressing this question in your above post, no there are no new agents to the BU.



    ------------------------------
    Thank you,
    Holly Stauffer
    Workforce Operations Associate Analyst
    ------------------------------



  • 6.  RE: Time off limits / Allocated Time off hours / Available hours

    Posted yesterday

    Thanks Holly, just to check as well that none of them have moved MU or Staffing Group since they requested the time-off (so internal moves within the BU).



    ------------------------------
    Mike Morris
    Manager - BCD
    ------------------------------



  • 7.  RE: Time off limits / Allocated Time off hours / Available hours

    Posted yesterday

    @ Mike Morris, I want to thank you for all the help in trouble shooting my issues with the PTO and allotted hours not calculating correctly.  We did some additional testing and what I found was in my set up.  It was with in my activity codes! I didn't have the "Count as Paid time" checked.  Once I did this, refreshing the Time off limits, our calculation come out correct.   Thank you for your help! 



    ------------------------------
    Thank you,
    Holly Stauffer
    Workforce Operations Associate Analyst
    ------------------------------



  • 8.  RE: Time off limits / Allocated Time off hours / Available hours

    Posted 18 hours ago

    Thats great news, glad you got to the bottom of it :-)



    ------------------------------
    Mike Morris
    Manager - BCD
    ------------------------------



  • 9.  RE: Time off limits / Allocated Time off hours / Available hours

    Posted 16 hours ago

    Thanks Mike - your help on the community is very much appreciated 😊😊



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



  • 10.  RE: Time off limits / Allocated Time off hours / Available hours

    Posted 14 hours ago

    Now, I am confused.  My experience has been that having the Activity code checked as "Counts as Paid Time" does not impact if the time is deducted from the Time Off limits.  I thought that it was the codes listed in the Time Off Plan that determined what deducted from the allotment.  I just checked my stuff and it looks like it is working how I think.  

    I have an idea out there that would show in the time Off Request view to what Time Off Limit a request is linked.  This would help with troubleshooting.  https://genesyscloud.ideas.aha.io/ideas/WESCH-I-644



    ------------------------------
    Gina Palmer
    Manager, Workforce Management
    Papa, Inc.
    ------------------------------