Create a Coverage Rule
Coverage and blackout periods enable managers to restrict when employees can request time off and the maximum number of employees that can be off within a defined date range.
Enable or Disable Time Off Notifications
Employee notification preferences can be enabled or disabled for the Time Off feature. These notifications include time off request approvals, rejections, and cancellations.
Edit Employees in Time Off
Employee information can be edited in the Time Off feature. Changes made in one feature may affect the other features of Workforce Management Classic. If an employee has not been enabled, the information is view only.
Change an Employee's Policy Group Assignment
Employees are transferred from one policy group to another if the policy types are the same (for example, an hours policy to an hours policy) (My Team > Policy Group Transfer). However, follow these instructions to change an employee's policy group assignment from one type to another. Any future time off requests must be canceled and added under the new policy group assignment.
Request Time Off for an Employee
Managers can request time off on behalf of an employee (for example, the employee doesn't have access to the system or the manager wants to give a free day off as a reward).
Approve a Time Off Request
Managers can view all the pending requests for their team using the Time Off feature. This feature has the option to auto-approve any time off request that passes all validations.
Create a Manual Record
Managers can manually adjust employees' time off balances directly within their profile pages. For example, banked time can be added to an employee’s time off balance.