Creating time off reasons for agents

What's my plan?

Time off reasons are part of your organization structure and define the types of time agents can take off. This includes both planned and unplanned time off. For example, personal time or sick time.

This article contains the following sections:

• Accessing time off reasons
• Creating time off reasons
• Editing time off reasons
• Deleting time off reasons

Accessing time off reasons

Time off reasons are part of your organization structure.

To access time off reasons

1. Hover over the admin icon, then select Organization Structure.
2. Click Time Off Reasons.

By default, three time off reasons are already created — vacation day, sick day, and personal day.

Creating time off reasons

You can create additional time off reasons for your organization.

To create a time off reason

1. Access the Time off reasons page, then click the plus sign (+) icon.
2. Enter a Name for the time off reason. 
3. From the Type menu, select Planned or Unplanned. 
   
4. Click Add reason.

Editing time off reasons

To edit a time off reason

1. Access the Time off reasons page.
2. Hover over a time off reason, then click Edit.
3. Make your changes and click Save.

Deleting time off reasons

To delete a time off reason

1. Access the Time off reasons page.
2. Hover over a time off reason, then click the trash can icon.
3. Click Delete reason. This action can't be undone.