A period needs to be open for agents to get absence requests approved. Define for each open request period how to handle those requests, for example automatically or manually, and by checking intraday staffing or budget allowance.
Create rules for each absence type used for requests. The visualization at the top of the tab shows the open period for each type.
NOTE Requests are automatically denied if the period is not open for requests or if any of the set conditions are not met. This is regardless of if the auto grant function is disabled or enabled.
- Ensure the Open for absence requests section is open.
- Click on New in the Open for absence requests section to create a new rule.
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Select a period Type; From-to period or Rolling period.
From-to periods are useful to for example open for requests until a certain date or to set special rules for a specific period.
Rolling periods are useful to for example have specific rules for the next 7 days.
- Select the Absence type this rule is for.
- Select if you want to automatically check the agent's Personal account.
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Select if you want to automatically validate on Staffing.
See How absence request validation works for more information.
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Select to Auto grant the absence requests that pass all validations.
- Set No to send the requests through to be manually approved or denied.
- Set Yes to automatically approve requests that pass all validations.
- Set Deny to automatically deny all requests for this absence type for this period.
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Decide for which Period agents can request to have time off:
- For from-to periods, select a start date and an end date.
- For rolling periods, define days relative to the current date.
EXAMPLE If you set 0 to 14, agents can request to be absent today and 14 days forward.
- Define the Open period, that is the period when the agents can send requests, by setting a start date and an end date.
- (Optional) Enter a Minimum duration and Increments. The minimum duration is the minimum length of time for absence requests. The increments are in intervals of 5, but with this feature you can set it to other interval numbers.
NOTE Increments must be smaller or equal to the minimum duration. The minimum duration must be evenly divisible by the increments.
- Repeat the steps above to create as many rules as needed.
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Click Apply to save the changes.
NOTE For Grant, the chatbot, to prompt agents with absence availability, there must be one absence type where the staffing check is set to intraday and is open for today and tomorrow.