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| − | + | = Agents Time Off= | |
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| + | In the '''Time-Off''' pane, you can add, edit, and delete Time-Off Rules and Time-Off types that are associated with selected agents. Use the controls in the top-right corner of the following panes to complete the described tasks: | ||
| + | |||
| + | == Time Off Pane Controls== | ||
| + | {| | ||
| + | |- | ||
| + | | [[File: WM_851_icon-object_tree_checkbox_cleared.png]] '''Show Historical''' ''check box'' | ||
| + | | Enter a check mark to display time-off rules that contain [[AgtTmOffs#TOHstrcl|historical data]] (the selected agent's time-off balance). | ||
| + | |- | ||
| + | | [[File: WM_851_agent_activities_plus.png]] '''Associate Time-Off Rule and Time-Off Type with Agent''' | ||
| + | | Click to associate the selected agent with time-off rules and time-off types. | ||
| + | |- | ||
| + | | [[File: WM_851_agent_activities_minus.png]] '''Remove Time-Off Rule and Time-Off Type association from Agent''' | ||
| + | | Click to disassociate the selected agent from time-off rules and time-off types. | ||
| + | |- | ||
| + | | [[File: WM_851_icon-save.png]] '''Save Now''' | ||
| + | | Click to save any changes. | ||
| + | |- | ||
| + | | [[File: WM_851_icon-help.png]]'''Help''' | ||
| + | | Click to view a Help topic about the '''Time Off''' pane. | ||
| + | |} | ||
| + | |||
| + | {{AnchorDiv|TOHstrcl}} | ||
| + | == Time Off Historical Data== | ||
| + | Historical data refers to the calculated balance in time-off rules. When the '''Show Historical''' check box is checked or enabled, the list of time-off rules (available for selection) will include rules that have calculated balances. If you select a rule, the [[AssgTORlsTyps|Time-Off Rule Assignment Properties]] pane opens, displaying the details of the rule's assignment, calculated carry-over balances, and time-off types. The '''Show Historical''' check box is cleared by default. | ||
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| + | Time-off rules that contain historical data can be deleted, but it is not recommended, because it can affect the agent’s time-off balance. | ||
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| + | [[Category:V:PSAAS:Public]] | ||
Latest revision as of 12:35, October 2, 2020
Agents Time Off
In the Time-Off pane, you can add, edit, and delete Time-Off Rules and Time-Off types that are associated with selected agents. Use the controls in the top-right corner of the following panes to complete the described tasks:
Time Off Pane Controls
 Show Historical check box
|
Enter a check mark to display time-off rules that contain historical data (the selected agent's time-off balance). |
 Associate Time-Off Rule and Time-Off Type with Agent
|
Click to associate the selected agent with time-off rules and time-off types. |
 Remove Time-Off Rule and Time-Off Type association from Agent
|
Click to disassociate the selected agent from time-off rules and time-off types. |
 Save Now
|
Click to save any changes. |
 Help
|
Click to view a Help topic about the Time Off pane. |
Time Off Historical Data
Historical data refers to the calculated balance in time-off rules. When the Show Historical check box is checked or enabled, the list of time-off rules (available for selection) will include rules that have calculated balances. If you select a rule, the Time-Off Rule Assignment Properties pane opens, displaying the details of the rule's assignment, calculated carry-over balances, and time-off types. The Show Historical check box is cleared by default.
Time-off rules that contain historical data can be deleted, but it is not recommended, because it can affect the agent’s time-off balance.