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= Assigning Time-Off Rules=
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Use the '''Time-Off Rules Assignment''' pane to assign agents and time-off types to a time-off rule.
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== Associating Agents and Time-Off Types to Rules==
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To associate agents and time-off types to time-off rules:
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<ol>
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<li>In the '''Time-Off Rules Assignments''' pane, click '''Associate Agents and Time-Off Types with this rule''' [[File: WM_851_agent_activities_plus.png|link=]] .</li>
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<li>Enter a '''Start Date''' and '''End Date''' for this rule assignment.</li>
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<li>Click '''Add Agent(s) to a Time-Off Rule''' [[File: WM_851_agent_activities_plus.png|link=]] .<br>  A pane containing a list of available agents opens.</li>
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<li>Select one or more agents to associate with this rule and then, click '''Apply''' [[File: WM_851_agent_activities_assign.png|link=]] .<br>  The selected available agents are moved to a list of assigned agents.</li>
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<li>In the '''Time-Off Types''' section, click '''Add Time-Off Types to a Time-Off Rule''' [[File: WM_851_agent_activities_plus.png|link=]] .<br> Another pane opens, enabling you to select from a list of time-off types.</li>
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<li>Select one or more time-off types and click '''Apply''' [[File: WM_851_agent_activities_assign.png|link=]] .<br>  The selected time-off types are moved to a list of assigned time-off types.</li>
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<li>In the '''Associate following agents and time-off types with rule''' pane, click '''Apply''' [[File: WM_851_agent_activities_assign.png|link=]] again.</li>
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</ol>
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== Disassociating Agents and Time-Off Types==
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To disassociate agents and time-off types to time-off rules:
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#In the assigned agents and time-off types lists, select the items you want to disassociate from this rule.
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#Click '''Remove Agents and Time-Off Types association from this rule''' [[File: WM_851_agent_activities_minus.png|link=]] . 
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#When the confirmation dialog appears, click '''Yes''' to proceed or '''No''' to cancel the action.
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[[Category:V:PSAAS:Julie]]

Latest revision as of 02:00, June 22, 2020

Assigning Time-Off Rules

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Use the Time-Off Rules Assignment pane to assign agents and time-off types to a time-off rule.

Associating Agents and Time-Off Types to Rules

To associate agents and time-off types to time-off rules:

  1. In the Time-Off Rules Assignments pane, click Associate Agents and Time-Off Types with this rule WM 851 agent activities plus.png .
  2. Enter a Start Date and End Date for this rule assignment.
  3. Click Add Agent(s) to a Time-Off Rule WM 851 agent activities plus.png .
    A pane containing a list of available agents opens.
  4. Select one or more agents to associate with this rule and then, click Apply WM 851 agent activities assign.png .
    The selected available agents are moved to a list of assigned agents.
  5. In the Time-Off Types section, click Add Time-Off Types to a Time-Off Rule WM 851 agent activities plus.png .
    Another pane opens, enabling you to select from a list of time-off types.
  6. Select one or more time-off types and click Apply WM 851 agent activities assign.png .
    The selected time-off types are moved to a list of assigned time-off types.
  7. In the Associate following agents and time-off types with rule pane, click Apply WM 851 agent activities assign.png again.

Disassociating Agents and Time-Off Types

To disassociate agents and time-off types to time-off rules:

  1. In the assigned agents and time-off types lists, select the items you want to disassociate from this rule.
  2. Click Remove Agents and Time-Off Types association from this rule WM 851 agent activities minus.png .
  3. When the confirmation dialog appears, click Yes to proceed or No to cancel the action.
This page was last edited on June 22, 2020, at 02:00.
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