Jump to: navigation, search
(Created target blank page For Version: PSAAS:Public)
 
(Update with the copy of version: 8.5.0)
Line 1: Line 1:
<!-- Creation of the target page -->
+
= Agents Time Off=
 +
__NOTOC__
 +
 
 +
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.
 +
 
 +
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.
 +
 
 +
[[Category:V:PSAAS:Public]]

Revision as of 13:45, August 10, 2017

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

WM 851 icon-object tree checkbox cleared.png Show Historical check box Enter a check mark to display time-off rules that contain historical data (the selected agent's time-off balance).
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.
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.
WM 851 icon-save.png Save Now Click to save any changes.
WM 851 icon-help.pngHelp 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.

Comments or questions about this documentation? Contact us for support!