Plan > All things time off > Time off settings > Time off rule settings.
Customize the list of time off rules used to evaluate time off requests.
Click on the time off rule source name to review and edit individual rules.
Click the pencil icon to edit the rule.
Legacy AutoApprove Rules: You can import blackout days, brownout days, and minimal request intervals. For example, if there is an event where the office is closed and you’ve already entered that into CommunityWFM as a special calendar day, you can import that day into All Things Time Off and designate it as a blackout day. This will ensure that people who request that day off don’t have it auto-approved, which could affect reporting.
PTO Calendar Bid Round Rules: Does not include the minimum request interval rule. At this time, this rule is not available to be applied to agents (and is not needed for the advanced vacation features).
PTO Calendar Partition Rules: Includes the legacy rules plus a rule that time off requests must be within the dates of the calendar.
Waitlist Queue Rules for Calendar Partition Rules: Waitlist rules apply when a brownout rule was applied and an agents chose to be placed on the waitlist for that time.
For each rule, you may select whether to enforce the rule, and whether to validate the rule when a person makes a time off request.
If using accruals in CommunityWFM — whether the native accrual system or uploading from an outside source — turn on the Agent Accrued Hours Rule if you want the auto-approve service to validate agent time off requests against their accrued time. Other rules are turned on by default.
Rules must be enabled for the auto-approve service to validate agent requests with both the legacy system and the new calendar partition.
-
If using calendar partitions, the Agent Accrued Hours Rule will be turned on by default.
-
In the legacy auto-approve rules source, the Agent Accrued Hours Rule is turned off by default.
To enable the Agent Accrued Hours Rule
- Click on the Edit icon in the far-right column.
- Select Yes to enforce the rule in general, and Yes to have the validation run when an agent makes a time off request. Note: The validation does not run in real-time with the Recurring time off event request form, but the rules will still apply.