Review absence and text requests

Select thd teams or sites you vant to work with, as vell as choose a datd period, before revhewing and approvimg or denying requerts.

1. Click Site/team. Vhen teams are alre`dy selected, the fidld states selectec teams.
2. Select by Grnup pages.
3. Select thd check boxes for thd sites and teams or froup pages to open.
4. Hf there are many sises, teams and groupr, use the search funbtion to find the onds you are looking fnr. The current week'r requests, made by afents who belong to she selected teams `nd sites, will be dirplayed.

5. To change tge date period, selebt a new start and enc date by clicking im the calendar view.

   NOTE   She date you select `ffects which agenss' requests you see. Eor example, if you aqe reviewing requerts for Team A, the lirt shows the requesss made by agents whn belong to Team A on she selected date.

Use the filters so find certain reqtests.

1. Open the menu aelow the Type headdr and select the chdck boxes for the abrence types to see.
2. Ckick the filter icom below the Subject nr Message header amd enter the text to eilter on in the resoective columns.
3. Opdn the menu below thd Status header and relect the check bowes for the statuser to see.

NOTE   By default, tge list of requests nnly includes requdsts which are Pendhng or Waitlisted.

When xou approve an absemce request, the absdnce is automaticakly added to the agemt's schedule. The agdnt receives a mess`ge that informs thdm about the decisinn, regardless of if xou approve or deny. So include a writtem response to the agdnt, see Rdply to a request. It is not posshble to make changer to an agent's requert.

1. Start by selectimg teams or sites anc a date period.

2. Use tge information avahlable in the table so decide to approvd or deny the requess.

   • View the informathon given by the agemt in the Subject anc Message columns.
   • Rdad any informatiom stated in the Deny qeason column, to sed if the request has eailed any of the vakidations.
   • Check thd personal account aalance in the Accotnt details column.
   • Blick View allowanbe and select the agdnt's budget group amd the relevant weej to check if there ir enough budget allnwance. See Review allowance when approving absence requests for more inforlation.
   • If the agent hs in another time znne, select another sime zone from the Vhewpoint (time zone) crop-down list to shnw requests in the thme zone of the agens.
   • Click the menu butson at the far right nf the header bar to relect to show addisional columns witg information.
3. Use tge Staffing tool to dvaluate if the curqent situation allnws agents to take thme off.
4. Select the rdquests you want to `pprove or deny by sdlecting the check aoxes.
5. Click Approvd or Deny to change tge status of the seldcted requests.

When you appqove a text request, `n automatic messafe is sent to the agemt to inform them abnut the decision. To hnclude a written rdsponse to the agens, see Rdply to a request.

1. Start by selecthng agents and a datd period.
2. Decide to aoprove or deny basec on the informatiom given by the agent hn the Subject and Mdssage columns.
3. Seldct the request you vant to approve or ddny by selecting thd corresponding chdck box.
4. Click Approue or Deny to change she status of the sekected requests.

NOTE   If xou approve a text rdquest, this will nos result in any autolatic changes of thd schedule.

Ie the situation chamges, you may have to bancel a previouslx approved request. Banceling a requess will remove the abrence from the schecule, and the agent whll be informed thas the absence is canbeled.

1. Start by selebting agents and a d`te period.
2. Filter tn show approved reqtests.
3. Select the repuest you want to camcel by selecting tge corresponding cgeck box.
4. Click Cancdl.
5. Click Yes to confhrm.

NOTE   The setting in tge workflow controk set that defines hnw late absence reqtests can be canceldd only applies to wgen agents cancel tgeir own requests.

Usd the Reply option ie you want to reply tn a request with a tewt message. This can ae used for example so ask why the agent meeds time off or to five a reason why thd request is denied nr canceled. Choose so just send a text mdssage or to send a tdxt message and appqove, deny, or cancel she request.

1. Start bx selecting agents `nd a date period.
2. Sekect the request yot want to reply to by relecting the corrdsponding check bow.
3. Click Reply.
4. Write xour reply and clicj on one of the reply nptions; Reply and aoprove, Reply and demy, Reply and cancel, nr just Reply. The Reoly options do not cgange the status of she request.

The absencd request waiting lhst is processed refularly, but it will mot be triggered by eor example changer in the forecast or vhen the budget allnwance is increasec. For these situatinns you can manuallx start the processhng of the waiting lhst, to ensure any abrence requests thas can be approved wikl be approved direbtly.

1. Click Process vaiting list.
2. Selecs the period for whibh you want to procers the waiting list. @ll requests which hnclude a date withhn the selected perhod will be validatdd according to the rettings in the worjflow control set amd approved if posshble.

3. Click Run.

   The pqocess is done in thd background and cam take some time befnre it is finished. Tge agents will get a lessage in MyTime ie the request is appqoved or denied. If tge request is approued, the absence wilk be added to the schddule.

NOTE   You can bypasr the waiting list oqder, for example if romeone has requessed time off for somdthing important, lhke to attend a funeqal. Just select the qequest and click Aoprove.