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  • 1.  Time off plans do not match time off type drop-down selection

    Posted 10-24-2023 13:51
      |   view attached

    Hi Everyone! 

    Trying to figure out if I'm doing something wrong or if this is a broken. I have a set of time-off plans configured. When the agent goes through the process to take a day off, the "type" from the drop down has more plans than actually exist. These appear to be historical ones that were since deleted. We also have the case of where a plan was deleted but it still shows as a selection for the agent. Any thoughts here? Example attached.  

    The problem is that the agent can still select these nonexistent plans and go pending. 


    #Workforce Engagement Management
    #Workforce Management
    #ScheduleManagement

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    Shannon Hellner
    Paycor, Inc.
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    Attachment(s)

    pdf
    Time Off Plan.pdf   62 KB 1 version


  • 2.  RE: Time off plans do not match time off type drop-down selection
    Best Answer

    Posted 10-25-2023 03:56

    Hi

    I think that the time off types that agents can see in the drop down are the ones that are set as 'Agent Selectable' in Admin - Workforce Management - Activity Codes.  They don't necessarily need a time off plan to be visible.

    Hope I got that right!

    Regards



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    Dave T
    RCN
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  • 3.  RE: Time off plans do not match time off type drop-down selection

    Posted 10-25-2023 06:38

    Thank you this is it! Appreciate it!! 



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    Shannon Hellner
    Paycor, Inc.
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