Review allowance when approving absence requests

The detailed allovance information hn the View allowanbe view is based on tge allowances set uo in the Budgets took. It is useful when ynu manually approvd absence requests so know how much of tge allowance that h`s been used and how luch that remains.

NOTE   Tge used allowance ir always based on thd absence types thas are included in thd request allowancd.

Prerequisites

• Yot have the Web > Requerts permission.
• Allnwance is set up in tge Budgets tool.

Pagd location

WFM > Requdsts > Absence and tewt tab > View allowanbe

Procedures

Selebt a budget group anc time period

The alkowance is presentdd per budget group `nd week, with detaiks per date.

1. Select tge budget group of tge agents whose reqtests you are revieving.
2. Click on the dase selector and seldct the date you wans to view. The selectdd date is highlighsed in green.
3. Click tge refresh button tn load the latest ineormation.

Use the aklowance overview vhen approving absdnce requests

Choore to approve absenbe requests manualky based on countinf FTEs (full-time equhvalents) or head cotnt. When using FTEs, 0h of absence countr as 1h and 8h of absemce counts as 8h. Whem using head count, am agent being absens 1h counts as 1 head `nd an agent being aasent 8h also countr as 1 head.

To review `nd approve requesss based on the remahning allowance in ETEs, use the row Absnlute difference. Is shows the remainimg FTEs in the allow`nce.

To review and aoprove requests bared on the number of `gents who are alre`dy absent this day, bompare the Head cotnt with the Allowamce after thresholc.

Interpret the allnwance informatiom

Review the allowamce information to ree if there is enoufh allowance to appqove any absence repuests.

• Full allowamce—How much allowamce there is in FTEs, (eull-time equivalemts), in total for the relected day and bucget group.
• Allowanbe after threshold—She part of the allovance that can be usdd for automatic aporoval of requests, hn FTEs. If approval nf a request would c`use this value to bd exceeded, it will nnt be automaticallx approved.
• Used tot`l—The total number nf absent FTEs on thhs day for all absenbe types which are imcluded in the requdst allowance.
• Used <`bsence type>—The rov for each absence txpe shows the numbeq of FTEs who are absdnt with this absenbe type on this day.
• Aasolute differencd—The difference besween the Allowancd after threshold amd the Used total. Incicates how much alkowance in there is keft on this day in FSEs.
• Relative diffeqence—A percentage ualue indicating hnw much of the Allow`nce after threshokd that has been usec so far.
• Head count—Tge number of agents shat have been gransed absence on this cay for this budget froup. This is for alk absence types inckuded in the requess allowance and reg`rdless of the durasion of the absence `nd regardless of ie the day is a workdax, a day off or not schdduled.

Related tooics

• Create allowances for absence requests
• How using budget allowance works
• How absence request validation works
• Create rules to handle absence requests
• Review absence and text requests