PTO Classifications

Classifications group multiple event types into a single reporting bucket to better manage time off accruals.

How to create and configure PTO classifications to use in policies for managing PTO (2:29).

An event can be included in only one classification. You will assign classifications to time off policies, to use in bidding, and they are seen by agents in their time off worksheet.

A classification may be used in multiple policies.

Set up a new one: Click here to create a new PTO Classification

Properties: Configure the basic properties for the PTO Classification.

1. 1. Classification name: (required) 50-character limit.
   2. Description: Optional.
   3. How should the events in this classification be accounted for? Select whether events in this classification will contribute to discretionary or non-discretionary shrinkage totals.
   4. Default annual accrued hours (required): What is the usual number of hours accrued for this type of classification? For example, vacation may be 40 hours. Allows you to not have to repeat the same hours for every new policy (but you can edit for an individual policy).
   5. Display color for graphs, etc. Select from the list.

Member event types

An event type can only be in one classification. Once assigned to a classification, that event type will not be available to add to any other classification.

1. Click Select member event types.
   Any previously associated event types will display, or No event types are currently assigned to this PTO Classification.
2. Click Include event types. The listed event types are specific to your company and were created during your initial CommunityWFM training sessions.
3. Click Include for each event type you wish to include in this classification. Once selected it will disappear from the list. When finished, click Dismiss.

Display image

Upload an image to associate with this PTO Classification. Browse to an image on your computer or drag and drop. Images for vacation, sick time, personal time, and holiday are available for download.

A confirmation message confirms a successful upload.