Overview

Employees can use the Time Off Planner to request, validate, approve, and cancel time off. Requests are submitted by selecting one of the available time off types, such as vacation. Employees also specify the dates that they are requesting off.

After the request is submitted, Workforce Management performs a series of validations, such as a balance check or a check for disallowed time codes on the employee’s timesheet. The time off type determines which validations a time off request must pass. If the request does not meet one of the conditions, it is automatically rejected before being routed to the supervisor. For example, if an employee requests vacation time off without enough available days, the request is automatically rejected.

After passing the validations, the request is sent to the employee’s supervisor for approval. When approved, the employee receives notification through workmail, and they can see their approved requests on the Time Off Calendar.

System administrators configure the different time off types available to employees. A time off type determines whether employees are paid for the time off, which (if any) balance is deducted, and the conditions that must be met for an employee to use the time off type, such as the minimum number of days an employee must be employed.

System administrators can also define blackout team calendars to prevent employees from submitting time off requests during defined blackout periods. Blackout team calendars are designed to help organizations ensure sufficient coverage when a substantial increase in the volume of traffic or sales is expected.