Editing and managing automatic approval rules for time off requests

Time off rules in Zendesk Workforce Management (WFM) automatically approve agents' time off requests when specified criteria are met. After a rule iscreated, you update, activate, deactivate, and delete it.

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Workforce Management (WFM) or Workforce Engagement Management (WEM)

Summary: ◀▼

You can manage automatic approval rules for time off requests by editing, activating, deactivating, or deleting them. These rules help automatically approve requests based on set criteria, saving you time in scheduling and workforce management. Adjust rule settings, toggle their active status, or remove rules you no longer need to keep your time off approvals aligned with your team's needs.

Time off rules in Zendesk Workforce Management (WFM) automatically approve agents' time off requests when specified criteria are met. After a rule is created, you update, activate, deactivate, and delete it.

This article contains the following topics:

• Editing automatic approval rules
• Activating automatic approval rules
• Deactivating automatic approval rules
• Deleting automatic approval rules

Editing automatic approval rules

You can edit a rules name and settings.

To edit an automatic approval rule

1. In Workforce management, click Scheduling in the sidebar, then select Time off.
2. Click the settings icon ().
3. Locate the rule you want to edit, and modify it as needed.
4. Click Save.

Activating automatic approval rules

If you have deactived an automatic approval rule and want to resume using it again, you can reactivate it.

To activate an automatic approval rule

1. In Workforce management, click Scheduling in the sidebar, then select Time off.
2. Click the settings icon ().
3. Locate the rule you want to activate.
4. Select Automatically approve time off.
5. Click Save.

Deactivating automatic approval rules

If you need to temporarily stop using an automatic approval rule, you can deactivate it.

To deactivate an automatic approval rule

1. In Workforce management, click Scheduling in the sidebar, then select Time off.
2. Click the settings icon ().
3. Locate the rule you want to deactivate.
4. Deselect Automatically approve time off.
5. Click Save.

Deleting automatic approval rules

If you no longer need an automatic approval rule, you can delete it.

To delete an automatic approval rule

1. In Workforce management, click Scheduling in the sidebar, then select Time off.
2. Click the settings icon ().
3. Locate the rule you want to delete.
4. Click the menu icon () next to the rule's name and select Delete.

   

5. Click Save.