Request Summary

Employee Name

Name of the employee.

This field is available when someone is creating the request for an employee.

Time off type

Specifies the type of time off request.

Values include activities that the administrator has configured as time that can be requested off.

Examples include:

• Floating Holiday

• Personal Day

• Sick

• Unavailable

• Vacation

• Voluntary Time Off

Advanced VTO Options

When the selected time off type has multiple Voluntary Time Off choices, the following options are available.

• Full Day: Requests VTO for your entire shift Work period in WFM that has a definite length..

• Partial Day: Requests VTO for a specific start time and length of time.

• Late Start: Requests VTO by starting your shift as late as possible.

• Early Off: Requests VTO by ending your shift as early as possible.

• Anytime Off: Requests VTO at anytime during your shift.

Time off hours

Specifies how you want the time off request to affect the regularly scheduled hours.

For all the Time Off types except Unavailable, the possible choices are:

• Use my time off hours to schedule my absence: Indicates to use the allocated time off hours and work fewer hours than the full schedule for that week.

• Schedule around my time off request if possible: Indicates to schedule the employee as needed, except for the time requested off.

  This option is only useful:

  • When the employee has flexibility in their work rules Rules in WFM that determine how employees are scheduled, and reflect both the needs of the organization and the individual employees.

  • Time off is being requested before the schedule is run

For Unavailable, the choice is:

• Mark as unavailable and schedule around this time: Indicates to schedule the employee for the full number of work hours, working around the time marked as unavailable.

Example: Schedule around my time off request if possible

• You work an 8-hour schedule but the start time is flexible.

• You submit a time off request from 4:00-6:00 PM for an appointment.

• Due to the flexible start time, the scheduling engine comes up with schedule for you to work from 7:00-4:00. This schedule allows you to have your full eight hours without using up any of the times off.

  The time off hours appear on the calendar. However, the hours do not get used from your allocation because there is no scheduled shift under it.

   

Example: Use my time off hours to schedule my absence

• You work an 8-hour schedule but the start time is flexible.

• You submit a time off request from 4:00-6:00 PM for an appointment.

• The scheduling engine attempts to schedule your shift from 9:00-6:00 (or something else that overlaps the time off). Your regular work hours are reduced and the time off is used out of your allocation.

Add to waitlist if not approvable

If time off waitlists are used, this check box is available. If your request is not approved, this option indicates whether to waitlist the request.

Your organization can choose to make this option selected by default. When you do not want your unapproved requests to be waitlisted, you can clear this check box.

Comments

Allows you to add comments about the time off request.

Expiry Date

If time off waitlists are used, this check box is available.

Optional: Specifies until what date the request is valid.

You can type any date (after the current date) here. If you do not type a date, the system updates the expiry date to the request start date.

Requests are marked invalid once they are past the request start date.

Time Off Choices Date Ranges

Start Date

Start date of the time off request.

Start Time

Start time of the time off request.

End Date

End date of the time off request.

End Time

End time of the time off request.

Length

Displays the length of the time off request in days or hours as appropriate.

Hours Accounted

Displays the number of the time off hours in the request based on the scheduled shift.

Choice Alerts

Displays any alerts displayed for the request.

Actions

Displays any relevant actions you can take for the added time off choice (such as Delete, Move Up, or Move Down).

Time Off Calendar

Time Off Calendar

Allows you to help plan your time off requests. The Time Off Calendar is displayed in graph format, where you can view the number of available, pending, or scheduled time-off hours for each day in the selected month.