Agents can request time off from the Agent Schedule app within Zendesk. As an agent, you can request full or partial time off for scheduled shifts and days without a shift.
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To request time off
- In Zendesk, click the Zendesk WFM icon in the sidebar.
- Click the time off request icon in the upper-right.
- Enter the following information in the Time off request window:
Reason: select a predefined reason.
Type: choose either a full day or partial day.
Message to Manager (optional): Enter any additional information you want to send to your manager. - Click Request Time Off.
Your request is sent your manager. You'll see it in your Time off requests, which shows the status of your request. You can also cancel your request here.
Note: Time off is only visible up to 30 days in advance.
3 comments
Miguel Contreras
You should make it possible for managers to put in time off. I understand most places have employees submit request but we will not be using this tool for that since HR prefers we use a different tool since it tracks for the whole company. Would like to put in the time off for agents once they request it in the other tool. Or else, we are making them submit two requests, one here and one in the HR tool, just so your forecasting/scheduling tool can work correctly.
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Sharon Martin
You may want to add something that would allow the agent to modify and/or cancel their pending request.
Also, why do you limit the view of time off to only 30 days? Agent should be planning their time off well ahead of the date(s) needed
1
Joshua Minton
How does timezone on the account and location level impact the timezone the request is made in?
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