6.3 Time-Off Limits.md

# Use Case: Time-Off Management with MehGivePlus Efficient time-off management is critical to balancing agent needs and maintaining service levels. MehGivePlus integrates time-off capabilities into workforce management, enabling seamless scheduling and staffing while preserving operational efficien...

# Use Case: Time-Off Management with MehGivePlus Efficient time-off management is critical to balancing agent needs and maintaining service levels. MehGivePlus integrates time-off capabilities into workforce management, enabling seamless scheduling and staffing while preserving operational efficiency. --- ## #KeyFeatures of Time-Off Management ### 1. **Purpose of Time Off** - **Agent Needs**: Supports vacation, personal leave, or medical leave. - **Operational Balance**: Ensures smooth integration of time-off with staffing to avoid compromising service levels. ### 2. **Time-Off Limits** - Configured at the **Management Unit** level. - Defined in increments of **4 hours** (e.g., 4 or 8 hours per day). - Specifies maximum agents allowed to take time off on a given date. ### 3. **Auto-Approval Integration** - Time-off limits enable auto-approval rules to process requests efficiently. - Limits apply to the **management unit's time zone**, even though agents view requests in their time zones. --- ## #Navigating the Time-Off Limits Page ### **Interface Overview** 1. **Management Unit Selector**: - Located at the top-right corner. - Choose the desired management unit and specify the time period to display limits. 2. **Columns and Data Display**: - **Date**: Indicates the applicable date. - **Time-Off Limit Hours**: Maximum hours available. - **Allocated Time-Off Hours**: Total hours already requested. - **Waitlisted Time-Off Hours**: Hours currently waitlisted. 3. **Sorting and Filtering**: - **Sort**: Click column headers to sort data. - **Filter**: Use the operator icon next to the **Date** column to filter by specific dates or criteria. 4. **Customizing the View**: - **Change Column Placement**: Rearrange column positions. - **Hide/Show Columns**: Adjust visible columns via the three-dot menu in the header. - **Reset Defaults**: Restore column view to the original configuration. --- ## #Steps to Configure Time-Off Limits ### 1. **Set Time-Off Limits** - **Select Dates**: Use checkboxes to choose applicable dates. - **Specify Limits**: Enter the time-off limit in the **Set selected limits to** field or adjust using arrows. - **Example**: Restrict time-off on Fridays to **4 hours**. - **Save**: Click the **Save icon** to apply changes. ### 2. **View Limits** - Limits can be displayed for specific timeframes (e.g., **4 weeks**, **3 months**, **6 months**, or **1 year**) or filtered by date range. ### 3. **Permissions Required** - Workforce Management > Time Off Limit > Add, Edit, Delete, and View. --- ## #BestPractices for Managing Time-Off Limits 1. **Match Limits to Workload**: Adjust limits based on operational demands (e.g., fewer hours during busy periods). 2. **Monitor Allocations**: Regularly review allocated and waitlisted hours to ensure balanced coverage. 3. **Customize the Interface**: Tailor the Time-Off Limits page for efficient navigation and data retrieval. --- ### **Next Steps: Time-Off Plans** Once time-off limits are configured, the next step is setting up time-off plans. These plans enable the system to run auto-approval rules and streamline the request approval process. By leveraging MehGivePlus’s structured approach, contact centers can efficiently manage agent time-off while maintaining high service levels.