Workforce management (WFM) admins and team members in a custom role with permission can create time off rules that automatically approve agents' time off requests. For an agent's time off request to be automatically approved, it must meet all the criteria defined in your rules. You create and manage these rules on the Time off management page.
Creating rules to automatically approve agents' time off requests helps you save time by not having to manually approve every time off request.
To create a time off auto approval rule
- In Workforce management, hover over the schedule icon (
) in the navigation bar, then select Time off management. - Click the settings icon (
). - In the Time off settings dialog, click +Add rule.
A rule is added immediately with a placeholder name.
- (Optional) Rename the rule by clicking the name and entering a new name.
- Select one or more teams that this rule applies to.
- Select the conditions under which the rule should apply.
- (Optional) Adjust the number of team members for each selected condition.
- (Optional) Click +Add rule and repeat the steps as needed.
- Click Save.