Time-off request settings

Time-off settings define options and set requirements in time-off requests submitted by employees in an organization.

Location

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 page.

Setting

Description

Activate Manager Workflow

Determines whether managers in the selected organization can view and act on time off requests from their employees. It also enables managers to access the Time Off Calendar.

Activate Employee Workflow

Determines whether employees in the selected organization can view, create, and edit time off requests. It also enables employees to access the Time Off Calendar.

Setting

Description

Time Off Hours Request Options

Determines the time off request options available to employees on the request form. Options are:

  • Use my time-off hours to schedule my absence: Allocated time off hours are required to schedule an absence.

  • Schedule around my time off requests if possible: Instead of using allocated time off hours, the scheduler run tries to build a schedule around the employee's request.

  • Both: Both options are available.

Time Off Rounding Options

Specifies a rounding option for time-off requests. When a request is saved, the time is rounded up or down, depending on what time is closest to the selected rounding option.

Options:

  • Round to the nearest 1-minute interval: Rounds to the nearest minute of a submitted employee request.

    Example: If an employee submits a request for 9:01 AM and 55 seconds to 11:52 AM and 3 seconds, the request is rounded to 9:02 AM to 11:52 AM.

  • Round to the nearest 15-minute interval (default): Rounds to the nearest 15-minute interval of a submitted employee request.

    Example: If an employee submits a request for 12:53 PM to 4:27 PM, the request is rounded to 1:00 PM to 4:30 PM.

  • Round to the nearest 1-hour interval: Rounds to the nearest 1-hour interval of a submitted employee request.

    Example: If an employee submits a request for 5:55 PM to 9:10 PM, the request is rounded to 6:00 PM to 9:00 PM.

  • Round to the nearest 1-day interval: Rounds to the nearest 1-day interval of a submitted employee request.

    Example: If an employee submits a request for 9 AM, it is rounded to 12 AM of the same day. If an employee submits a request for 2 PM, it is rounded to 12 AM of the next day.

Maximum Allowed Time Off Choice(s) Per Request

Specifies the maximum number of time-off choices that can be made per time-off request.

Allow Time Off Bid request to be copied

If selected, employees can pre-populate choices in a new time-off bid request with choices that were not approved in a previous time-off bid. Comment History is not pre-populated.

On My Request page, a copy icon is displayed in the Actions column for a request when it meets all of the following conditions:

  • Is from a closed bid.

  • Has the status of pending or closed.

  • Has choices that can be approved.

This feature is not available on the Employee Request page.

Use hours of operation for Time Off Requests

If selected, the From time and To time in the Select Date Range box defaults to the organization's hours of operation (instead of 12:00 AM and 11:59 PM).

Add to Waitlist option selected by default for Time off Requests

When selected, the Time Off request form option Add to Waitlist if not Approvable is selected by default.

Include waitlist in time off pool Group of employees in WFM to which time off is allocated. validation

This setting works with the Time Off Pool has available time off hours validation rule.

With this option, this rule does another validation when the employee has selected the Waitlist if applicable check box in the request. In addition to validating that there are available hours in the time off pool, the rule checks for existing waitlisted requests for the same date range. When these waitlisted requests exist, the new request is added to the waitlist in the existing sort order. When more hours are added to the time off pool, the waitlisted requests are approved based on the sort order.

Setting

Description

Time Off Year

Determines the boundary of the year for time-off requests:

  • Employee Anniversary date: Boundary of the year for time-off requests is determined by the start date of the employee at the company. This anniversary date is used as the accrual schedule for all activities that accrue on a yearly schedule.

  • Fixed date: Boundary of the year for time-off requests is determined by this specific date. This date is used as the accrual schedule for all activities that accrue on a yearly schedule.

Monthly Accrual Day

Day of the month used as the accrual schedule for all activities that accrue on a monthly schedule.

Weekly Accrual Day of Week

Day of the week used as the accrual schedule for all activities that accrue on a weekly schedule.

Biweekly Accrual Start Date

Start date used as the accrual schedule for all activities that accrue on a biweekly schedule.

The time-off calendar uses different colors to identify types of days and whether time off hours are available. You can change any of the default colors.

Example: By default, red is the color for Time Off Not Allowed days.

Related topics 

Define settings for time-off requests