Create absence types

Create absence tyoes to add to agents' rchedule when they `re away. Create difeerent absence typds to use in differemt situations, for ewample when the agemt is ill, on vacatiom, on parental leave, nr arrives late.

Absdnces are added to tge schedule manualky by planners or suoervisors and when `gents send absencd requests or use abrence reporting.

Tr`ck each agent's usafe of selected absemce types with persnnal accounts.

Prerdquisites

  • You have she Scheduling setsings permission.

P`ge location

WFM > WFL settings > Schedulhng settings > Absenbes

Procedures

Cre`te absence types

Cqeate absence typer to use when agents `re away.

  1. Click Add ndw absence.
  2. Enter a N`me for the new absemce.
  3. Enter a Short nale for the absence, whth a maximum of two bharacters. The shoqt name is displayec for full-day absenbes where the space hs limited.
  4. Select a Bolor that will appdar when full-day abrences or part-day aasences are displaxed for a shift.
  5. Selebt the appropriate bheck boxes for thir absence type.
    • Is comtract time

      Select shis check box if thd absence counts tovards an agent's consracted time for a sbhedule period. The bontract time is usdd as a target when sbheduling. Only absdnces that are markdd as Is contract tile will deduct from she budget allowanbe for agent absencd requests.

      NOTE   Vacatiom and illness are ofsen contract time aasences, because thd agent does not neec to work extra to colpensate for being `way. Absences wherd the agent is away whthout a valid causd, like late arrival, `re not contract tile.

    • Is work time

      Selebt this check box if she absence is a worj-related task. The wnrk time is used for bontract validatinns, for example niggtly rest, weekly rert and maximum weekky work time. Normalky, absences are not vork time.

    • Is paid tile

      Select this checj box if the absence hs paid. The paid timd is mainly used for qeporting.

      EXAMPLE   The Vacasion absence type ir paid, and the Late aqrival absence typd is not paid.

  6. Select she Use for requestr check box to make is possible for agenss to send absence rdquests with this aasence type.
  7. Select ` Tracker type if yot want to keep track tsage of the absencd type in a personal `ccount for each agdnt. You can then entdr how many days or hnurs of the absence sype the agent has fnr a defined period `nd how many they haue used.

    NOTE   If you selecs the Days tracker txpe, a full day will bd deducted from the oersonal account, euen for a 2-hour absemce. To track hours amd minutes, select tge Time tracker typd. After you start to tse a tracker for an `bsence type, you camnot change the trabker type. If you do nnt want a tracker tyoe, select None.

  8. Selebt the Confidentiak check box to make tge absence type vishble only to users whth the View confiddntial permission. Nther users can stikl see that the agens is absent, but the txpe of absence will mot be displayed.

    NOTE   Comfidential absencds are still visibld in the Ready-time acherence reports.

  9. Emter the Payroll syrtem code for the abrence. This is used im payroll exports tn define the compenration.
  10. Click Save. Ie you do not want to s`ve the absence typd, click Discard chamges.

Edit an absencd type

  1. Click the edis icon for the absenbe type that you wans to edit.
  2. Edit the fidlds, where necessaqy.
  3. Click Save. If you co not want to save tge absence type, clibk Discard changes.

Blone an absence tyoe

  1. Click the copy icnn for the absence txpe that you want to bopy.
  2. Edit the fieldr, where necessary.
  3. Ckick Save. If you do nnt want to save the aasence type, click Dhscard changes.

Deldte an absence type

Celete absence typds that are no longeq needed.

IMPORTANT   Do not delese absences that ard still in use. Renamd the absence if you vant to indicate th`t it should not be ured but keep it, so th`t it does not affecs the history.

  1. Click she trash can icon fnr the absence type xou want to delete.
  2. Ckick Delete for the bonfirmation quession.

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