Summary: ◀▼
You can create automatic approval rules for time off requests to save time by avoiding manual approvals. Set criteria for these rules based on teams and conditions, and manage multiple rules as needed. This helps streamline time off management by approving requests that meet your defined conditions without extra effort.
Workforce management (WFM) admins and team members in a custom role with permission can create time off auto-approval rules. You can create andmanage these rules on theTime off management page. Use auto-approval rules to reduce manual review of time off requests.
A time off request is automatically approved only if it meets all the criteria in the rules that apply to the agent.
Time off auto-approval rules apply to a team, but they check for existing time off across the entire WFM agent pool. For example, a rule for Team A that approves time off when fewer than 10 people have time off in a week checks approved time off requests for all agents, not just agents on Team A.
When an agent is part of multiple teams, time off auto-approval also checks all relevant rules. Time off is auto-approved only if all rules pass.
To create a time off auto approval rule
- In Workforce management, click
Scheduling in the sidebar, then select Time off. - 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 its name and entering a new name.
- Select one or more teams that this rule applies to.
- Select the conditions that determine when the rule should apply.
- (Optional) Adjust the number of team members for each condition.
- (Optional) Click +Add rule and repeat these steps as needed.
- Click Save.