6.4 Time-Off Plans.md

# Use Case: Configuring Time-Off Plans in Genesys Cloud Once time-off limits are established, time-off plans play a critical role in categorizing and managing agent absences efficiently. In this scenario, MehGivePlus creates a **Personal Time Off** plan, associates the **Time Off** activity code, a...

# Use Case: Configuring Time-Off Plans in Genesys Cloud Once time-off limits are established, time-off plans play a critical role in categorizing and managing agent absences efficiently. In this scenario, MehGivePlus creates a **Personal Time Off** plan, associates the **Time Off** activity code, and enables auto-approval for requests matching this plan without requiring manual intervention. --- ## #PurposeOfTimeOffPlans Time-off plans help: 1. Define **auto-approval rules** for agent time-off requests. 2. Associate **time-off activity codes** with time-off limits. 3. Determine whether time-off requests count against time-off limits or are considered paid leave. 4. Streamline time-off request approvals with configurable rules. --- ## #KeyFeaturesOfTimeOffPlans ### 1. **Auto-Approval Configuration** Time-off plans allow you to decide how requests are processed: - **Always Allow**: Automatically approve requests, even if they exceed time-off limits. - **Never Allow**: Admins must manually approve requests. - **According to Time-Off Limits**: Approve requests only if they meet the defined limits. ### 2. **Count Against Limits** Specify whether time-off requests using specific activity codes count against time-off limits. ### 3. **Paid or Unpaid Time** Decide if requests created under a time-off plan count as **paid time**. ### 4. **Scalability** - Create up to **250 time-off plans** per management unit. - Each plan can accommodate **multiple activity codes**. --- ## #NavigatingTheTimeOffPlansPage ### Interface Elements: 1. **Management Unit Selector**: - Choose the management unit for displaying relevant time-off plans. 2. **Key Columns**: - **Time-Off Plan Name**: Displays the plan name. - **Activity Codes**: Lists associated activity codes. - **Auto Approval Rule**: Indicates the approval criteria: - **Never**: Admin approval required. - **Always**: Automatically approve all requests. - **According to time-off limits**: Conditional approval. - **Count Against Time-Off Limit**: Shows if requests count against limits. - **Active**: Indicates if the plan is currently active. 3. **Sorting and Filtering**: - Sort by clicking column headers. - Use filtering options for targeted views. 4. **Customization Options**: - Rearrange columns: Move column positions for better visibility. - Hide/Show columns: Add or remove columns to suit your preferences. - Reset Defaults: Restore the view to its original layout. 5. **Actions**: - **Add**: Create a new time-off plan. - **Refresh**: Update the page with the latest information. --- ## #StepsToCreateATimeOffPlan 1. **Access Time-Off Plans Page**: - Navigate to the page and select the appropriate management unit. 2. **Click Add**: - Open the creation dialog. 3. **Define Plan Details**: - Name the plan (e.g., **Personal Time Off**). - Associate one or more **Activity Codes**. 4. **Set Auto-Approval Rules**: - Choose one of the following: - **Always Allow** for complete automation. - **Never Allow** for manual oversight. - **According to Time-Off Limits** for conditional approvals. 5. **Determine Additional Parameters**: - Decide if requests count against limits. - Indicate if time off under this plan is **paid**. 6. **Save the Plan**: - Review settings and save changes. --- ## #BestPracticesForTimeOffPlans 1. **Categorize Absences Effectively**: Use descriptive names and activity codes for clarity. 2. **Balance Automation and Oversight**: Choose auto-approval settings based on operational requirements. 3. **Review Limits Before Plan Creation**: Ensure time-off limits are set to avoid errors when using conditional auto-approval. 4. **Regular Updates**: Periodically refresh the Time-Off Plans page to keep information up-to-date. --- ### **Next Steps: Implementing Auto-Approval Rules** With time-off limits and plans in place, you’re ready to enable seamless auto-approval and create an efficient time-off management workflow. By tailoring plans to your organization's needs, you can ensure a balanced approach to agent scheduling and leave management.