6.4 Time-Off Plans in Genesys Cloud
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Questions and Answers

What is the first step in creating a time-off plan?

  • Access Time-Off Plans page (correct)
  • Save the plan
  • Set auto-approval rules
  • Define plan details
  • Which of the following is NOT a type of auto-approval rule that can be set when creating a time-off plan?

  • Always Allow
  • Full Automation (correct)
  • Never Allow
  • Conditional Approval
  • What should be reviewed before creating a time-off plan?

  • Management unit budgets
  • Employee performance evaluations
  • Time-off limits (correct)
  • Payment history for employees
  • Which practice is recommended for categorizing absences in time-off plans?

    <p>Using descriptive names and activity codes (D)</p> Signup and view all the answers

    What is an important step after defining the details of a time-off plan?

    <p>Set auto-approval rules (C)</p> Signup and view all the answers

    What is one key benefit of time-off plans in Genesys Cloud?

    <p>They help define auto-approval rules for agent requests. (C)</p> Signup and view all the answers

    Which of the following is NOT a feature of time-off plans?

    <p>Management of time-off request scalability. (B)</p> Signup and view all the answers

    How does the 'Always Allow' auto-approval rule function?

    <p>It automatically approves requests exceeding limits. (A)</p> Signup and view all the answers

    In the time-off plans interface, what does the 'Active' column indicate?

    <p>If the plan is currently in use. (D)</p> Signup and view all the answers

    What is the maximum number of time-off plans that can be created per management unit?

    <p>250 time-off plans. (A)</p> Signup and view all the answers

    When configuring time-off plans, what decision must be made regarding whether requests count as paid time?

    <p>Each plan can independently determine paid or unpaid status. (C)</p> Signup and view all the answers

    What role do time-off activity codes play in time-off plans?

    <p>They are used for associating time-off requests with limits. (A)</p> Signup and view all the answers

    What capability does the 'Sorting and Filtering' feature provide in the time-off plans interface?

    <p>It helps organize views by clicking column headers. (C)</p> Signup and view all the answers

    What should you consider when setting auto-approval rules for time-off plans?

    <p>Align the settings with operational requirements (D)</p> Signup and view all the answers

    Which statement about the Time-Off Plans page is true regarding updates?

    <p>Regular updates help keep information current (B)</p> Signup and view all the answers

    When defining plan details for a time-off plan, what must be chosen after naming the plan?

    <p>Associate one or more activity codes (D)</p> Signup and view all the answers

    What is considered a best practice for categorizing absences in time-off plans?

    <p>Keep names simple and clear for better understanding (D)</p> Signup and view all the answers

    What aspect should be regularly reviewed to avoid issues when using conditional auto-approval in time-off plans?

    <p>The set time-off limits before creating plans (A)</p> Signup and view all the answers

    What is the purpose of time-off plans in managing agent absences?

    <p>To classify agent absences and streamline request processes (B)</p> Signup and view all the answers

    Which auto-approval rule allows requests to be processed without any conditions?

    <p>Always Allow (D)</p> Signup and view all the answers

    What determines if a time-off request counts as paid time?

    <p>The associated activity code within the time-off plan (A)</p> Signup and view all the answers

    Which feature allows users to customize their view of the time-off plans page?

    <p>Customization Options (C)</p> Signup and view all the answers

    How many time-off plans can be created within a single management unit?

    <p>250 (D)</p> Signup and view all the answers

    What does the 'Count Against Time-Off Limit' column indicate?

    <p>If the request will reduce the time-off balance (D)</p> Signup and view all the answers

    What occurs when a time-off request is categorized as 'Never Allow'?

    <p>All requests must be manually reviewed and approved (A)</p> Signup and view all the answers

    Which of the following features does NOT streamline the time-off request process?

    <p>Manual staff training sessions (D)</p> Signup and view all the answers

    Flashcards

    Auto-Approval Rules

    A process that allows you to manage time off requests automatically based on predetermined rules.

    Time-Off Limits

    A set of rules that define the conditions under which an employee can take time off.

    Time-Off Plan

    A custom plan that determines the type of time off an employee can take, like vacation or sick leave.

    Activity Codes

    A way to organize different reasons for taking time off, like vacation, sick leave, or personal leave.

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    Refresh Time-Off Plans Page

    Making sure that the information on the time-off plan is up-to-date.

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    Time-Off Activity Code

    A code assigned to specific types of time off, such as vacation, sick leave, or personal leave, allowing you to track different types of absences.

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    Count Against Time-Off Limit

    A setting within a Time-Off Plan that determines whether or not time-off requests are counted against the employee's total allotted time-off.

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    Auto-Approval

    An automated process where eligible time-off requests are approved automatically, eliminating manual intervention.

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    Paid or Unpaid Time

    Time-off plans allow you to decide whether requests associated with a plan are treated as paid or unpaid leave.

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    Plan Activation

    A setting within a Time-Off Plan that controls whether the plan is currently active or inactive, impacting its use for time-off requests.

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    Multiple Activity Codes

    Within a Time-Off Plan, you can associate multiple activity codes, allowing you to manage diverse time-off types under a single plan.

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    Paid Time-Off

    Allows you to decide whether time off in a plan is paid or unpaid.

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    Auto-Approval Rules (in Time-Off Plans)

    This feature allows you to automate time-off request approval based on defined conditions, streamlining administrative processes.

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    Time-Off Plan Scalability

    You can create up to 250 time-off plans per management unit, each capable of handling various time-off types.

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    Assigning Activity Codes to Plans

    This feature allows you to assign specific activity codes to each time-off plan, providing structure and detailed tracking of different types of absences.

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    Customizing the Time-Off Plans Page (UI)

    This feature allows you to manage what information is displayed and in what order. You can personalize your view to prioritize the data you need.

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    Management Unit Selector

    The Management Unit Selector allows you to filter which time-off plans are shown based on the selected unit.

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