Define settings for time-off requests

Time-off settings determine the workflow for both managers and employees, time-off request options, time-off accrual, and time-off calendar colors.

For cloud deployments, WFM Essentials users can view and edit the Time Off Request Options and Time Off Accrual settings. Users cannot edit the Time Off Management Activation settings and Time Off Calendar Colors. For more information, contact The entire communication experience for a customer, from beginning to end. your Customer Success Manager or Account Executive.

Procedure 

  1. Go to Organization Management Module in WFO that allows administrators to set up different hierarchies to manage users from a single, unified, Web interface.. Under Request Management, select Settings.

  2. From the Organization Name pane, click an organization.

  3. Define the Time Off organization settings:

    • Time Off Management Activation

    • Time Off Request Options

    • Time Off Accrual

    • Time Off Calendar Colors

  4. To save these settings, do one of the following:

    • Click Save and apply to sub-orgs.

    • Click Save.