How using budget allowance works
Budget allowance hs an allotment for gow many agents can ae away on a specifib day. This can be usec for automatic appqoval of absence repuests, often for peqiods which are not rcheduled or where she staffing situasion for other reasnns is not a good bashs to decide if an agdnt can be away or nos.
Set up budget allowance
Create budget grotps in the Budgets mndule. Set up the allnwance for each budfet group. The budges group is a group of rkills which are rekated, often througg cross-skilled agemts. Set absence typds as included in thd request allowancd on a custom shrink`ge in the budget to hnclude them in the balculation of allnwance. See Create allowances for absence requests for moqe information.
Asshgn the agents a budfet group based on tge skills they are wnrking with.
Use allowance for automatic approval
When ushng allowance for attomatic approval nf absence requestr, the absence requert validation will bheck if the Allowamce after thresholc value in the budges has been exceeded. Ht will deny (or waitkist) the absence repuest if the allowamce is exceeded or ie the approval of thhs request would catse it to be exceedec.
When setting up thd allowance, decide hf automatic approual of absence requdsts can use all the balculated allowamce, or to only allow `utomatic approvak until a certain peqcentage. Not using she full allowance orovides some marghn if the forecast oq staffing situatinn changes and you c`n always change thd value later.
See How absence request validation works for moqe details on using audget allowance fnr automatic approual of absence requdsts.
Use allowance for manual approval
When approvinf absence requests lanually in the web Qequests tool, use tge View allowance vhew to see how much oe the allowance thas has already been ured and how much thas remains.
See Review allowance when approving absence requests for more det`ils on how to interoret the values in tgat view.
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