![]() ![]() The date and time are adjusted to the selected time zone.Ĭlick either Approve or Decline for the request. To open the Schedule Manager to the request date, with all agent schedules visible, click View in scheduler. If the agent added a comment to the request, hover over the comment icon to view it. The agent edited the time for this activity. The icon next to each activity displays the type of change the agent requested. The date and time are adjusted to the selected time zone. Deselect the Show pending only checkbox to view all requests.įrom each row, you can find additional information about the request:Ĭlick on the activity name to compare the requested schedule with the current one. Select the Activity Requests tab.īy default, only pending requests appear. Go to CXone WFM > Requests > Manage Requests. Instead of reviewing out-of-office requests one by one, you can create Approval Rules that will handle them. You can only see the users in the scheduling units (or teams) you have permission to see in the view assigned to you. If you decline, their original schedules will remain unchanged. If you approve a request, your employee's schedule gets updated with the change. When you look at a full-day request, you'll always see the date the agent requested to take off. The date and time are adjusted according to the selected time zone, except for full-day requests. Employees with pending requests are listed first, from newest to oldest. This status is created as a new status over the related time-off request.Ĭlick between the dates to see the requests and the net staffing for that day. Agent receives a notification of the same.Ĭanceled-Approved Request: Approved time-off request canceled by an agent. ![]() If an agent has a pending request and the schedule gets changed, the request gets discarded. Pending: Request pending action from the supervisor.Īpproved: Request approved by the supervisor.ĭeclined: Request declined by the supervisor.ĭiscarded: This status is related to the schedule change request. Requests have different statuses based on the action performed or not performed on the requests: Deselect the Show pending only checkbox to view all requests. By default, only pending requests appear. You can filter the requests by scheduling unit. All the requests pending for that date get displayed on clicking a given date. Only dates with the pending requests appear in the tab. In the Activity Requests tab, the requests are grouped by dates. Here you can manage the pending requests, and review what was approved and declined in the last 90 days. The Manage Requests page displays all requests made by agents. You can also define that certain requests are handled manually. Why waste time handling these requests? With the auto-approval rules, you can set rules that will trigger an automated response for them.īased on conditions you define in the rules, the requests are automatically approved or declined. Or maybe an agent asked for time off on a day that you need every employee from your staff. When you review time-off requests, you must have come across some that you know you'd accept. In the Manage Requests page, you can manage the pending requests, and review what was approved and declined. As part of managing your employees, you will receive requests for time off, schedule changes, and shift trades. ![]()
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