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− | < | + | = Time-Off Bonuses= |
+ | __NOTOC__ | ||
+ | |||
+ | When time-off rules are created, time off is configured to be [[CfgTmOffRls#TypAcrdAwrd|accrued or awarded]]. Time-off bonuses are awarded and configured ([[AgtTOBnses#AddgTOBns|added]], [[AgtTOBnses#EdtgTOBns|edited]], and [[AgtTOBnses#DltgTOBns|deleted]]) in the following panes. | ||
+ | |||
+ | {{AnchorDiv|AddgTOBns}} | ||
+ | == Adding Time-Off Bonuses== | ||
+ | To add a time-off bonus for a selected agent: | ||
+ | <ol> | ||
+ | <li>Select an agent and then, in the '''Agent Properties''' pane, click '''Time-Off Bonuses'''.<br> The '''Agent Time-Off Bonuses''' pane opens. | ||
+ | <li>Click '''Add Agent Time-Off Bonus''' [[File: WM_851_agent_activities_plus.png|link=]] .<br> The '''Time-Off Bonuses Properties''' pane opens. | ||
+ | <li>Select a '''Time-Off Type''' from the drop-down list. | ||
+ | <li>Enter a '''Start Date''' and '''End Date''', or click within either field to open a calendar, from which you can select a date. | ||
+ | |||
+ | {{NoteFormat| | ||
+ | *The '''Start Date''' is pre-populated with the current date, but you can change it, if necessary. | ||
+ | *If you check the box at end of the '''End Date''' field, WFM Web enters the current date automatically.|2}} | ||
+ | <li>In the '''Bonus Hours''' field, enter the number of hours you want to award the selected agent. | ||
+ | <li>In the '''Comments''' field, enter any additional relevant information. | ||
+ | <li>Click '''Apply''' [[File: WM_851_agent_activities_assign.png|link=]] . | ||
+ | <li>In the '''Agent Time-Off Bonuses''' pane, click '''Save Now''' [[File: WM_851_icon-save.png|link=]] . | ||
+ | </ol> | ||
+ | |||
+ | {{AnchorDiv|EdtgTOBns}} | ||
+ | == Editing Time-Off Bonuses== | ||
+ | To edit an existing time-off bonus: | ||
+ | #In the '''Agent Time-Off Bonuses''' pane, select the bonus in the list that you want to edit. | ||
+ | #When the '''Time-Off Bonus Properties''' pane opens, make the necessary changes following the steps 3-8 in [[AgtTOBnses#AddgTOBns|Adding Time-Off Bonuses]]. | ||
+ | |||
+ | {{AnchorDiv|DltgTOBns}} | ||
+ | == Deleting Time-Off Bonuses== | ||
+ | To delete an existing time-off bonus: | ||
+ | #In the '''Agent Time-Off Bonuses''' pane, select the bonus in the list and click '''Delete Agent Time-Off Bonus''' [[File: WM_851_agent_activities_minus.png|link=]] . | ||
+ | #When the '''Confirmation''' dialog opens, click '''Yes''' to proceed or '''No''' to cancel the action. | ||
+ | #Click '''Save Now''' [[File: WM_851_icon-save.png|link=]] . | ||
+ | |||
+ | |||
+ | [[Category:V:PSAAS:Julie]] |
Revision as of 18:02, June 10, 2019
Time-Off Bonuses
When time-off rules are created, time off is configured to be accrued or awarded. Time-off bonuses are awarded and configured (added, edited, and deleted) in the following panes.
Adding Time-Off Bonuses
To add a time-off bonus for a selected agent:
- Select an agent and then, in the Agent Properties pane, click Time-Off Bonuses.
The Agent Time-Off Bonuses pane opens. - Click Add Agent Time-Off Bonus
.
The Time-Off Bonuses Properties pane opens. - Select a Time-Off Type from the drop-down list.
- Enter a Start Date and End Date, or click within either field to open a calendar, from which you can select a date.
Tip
- The Start Date is pre-populated with the current date, but you can change it, if necessary.
- If you check the box at end of the End Date field, WFM Web enters the current date automatically.
- In the Bonus Hours field, enter the number of hours you want to award the selected agent.
- In the Comments field, enter any additional relevant information.
- Click Apply
.
- In the Agent Time-Off Bonuses pane, click Save Now
.
Editing Time-Off Bonuses
To edit an existing time-off bonus:
- In the Agent Time-Off Bonuses pane, select the bonus in the list that you want to edit.
- When the Time-Off Bonus Properties pane opens, make the necessary changes following the steps 3-8 in Adding Time-Off Bonuses.
Deleting Time-Off Bonuses
To delete an existing time-off bonus:
- In the Agent Time-Off Bonuses pane, select the bonus in the list and click Delete Agent Time-Off Bonus
.
- When the Confirmation dialog opens, click Yes to proceed or No to cancel the action.
- Click Save Now
.
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