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Ability to sort time-off requests by team/ location



Posted Nov 04, 2024

Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issue [ex. agents, admins, customers, etc.]. (2-3 sentences)

Our Managers would like to be able to filter time-off request by team or location. It would also be helpful to be able to filter time-off request by time-off period instead of just date submitted. 

What problem do you see this solving? (1-2 sentences) 

Our team leads currently have to manually sift through all time-off requests to find requests submitted by their agents or team. It can also be hard for them to see on a quick glance whether two agents have requested the same period of time off. 

When was the last time you were affected by this lack of functionality, or specific tool? What happened? How often does this problem occur and how does this impact your business? (3-4 sentences)

This is a daily issue for our team. With more than 300 agents the time-off section gets very messy daily and since each team has individual time-off rules this leaves managers sifting through every request instead of just reviewing their team specific requests. 

Are you currently using a workaround to solve this problem? (If yes, please explain) (1-2 sentences)

Yes, some of our Managers have received restricted access so they can see only their own teams in all views. While this helps some, we have multiple managers that need full admin permissions that this solution is not working for. 

What would be your ideal solution to this problem? How would it work or function? (1-2 sentences)
A similar filter option for team/ location as we have in the schedule view, as well as the option to sort time-off period requested the same as date received. 


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Shawna James

Community Product Feedback Specialist

Hey Sandra,
 
Thank you for taking the time to provide us with your feedback. This has been logged for our PM team to review. For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the comments below. Thank you again!

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