Creating time off auto approval rules

What's my plan?

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 you define in your rules. You can define your 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

1. In the Zendesk WFM web app, hover over the schedule icon () in the navigation bar, then select Time off management.
2. Click the settings icon ().
3. In the Time off settings dialog, click +Add rule.
4. Optionally, rename the rule by click in the name field and entering a new name.

   

5. Select one or more teams that this rule applies to.
6. Select the check box for the criteria the rule must meet to be applied. You can adjust the number of team members for each selection.
7. You can continue to add additional rules by clicking +Add rule. Or, click Save to finish.

To edit or delete a time off auto approval rule

1. In the Zendesk WFM web app, hover over the schedule icon () in the navigation bar, then select Time off management.
2. Click the settings icon ().
3. In the Time off settings dialog, scroll until you find the rule you want to edit or delete.
4. To delete the rule, click the options menu () and select Delete.

   

5. To edit the rule, make your changes then click Save.