Add a time off request

You can add a time off request in the Time Off Requests page.

1. From the Interaction Optimizer Home page, in the Time Off Planning area click the Time Off Requests link. The Time Off Requests tab opens.

2. To add a time off request:

   1. Click the Add button. The Time Off Request dialog box opens.

   2. Click the arrow at the end of the Agent drop-down list and select the checkbox for the agent or agents for whom the time off request applies.

Note: You can select multiple agents for this request.

1. 3. Click the arrow at the end of the Activity code drop-down list and select the appropriate activity code for the time off request.

   4. In the Type area, select Full day or Partial day.

   5. In the State area, select Pending, Approved, or Denied.

   6. In the Start field, click the calendar and select the start date of the new or existing time off request. If this is a partial day request, the default start time is the shift start time.

   7. In the End field, click the calendar icon and select the end date of the new or existing time off request.

   8. In the Length field, use the up and down arrow keys to set the length in hours of the time off request per day. The default value is 8 hours (08:00). Acceptable values are 15 minutes (00:15) through 23 hours and 59 minutes (23:59).

   9. If this time is considered paid time, select the Use Paid Time check box.

   10. In the Notes field, optionally enter a description of or notes about the time off request.

   11. Click OK.

Note: The Submitted by field displays the person who enters the request in Interaction Optimizer or in Interaction Client. New time off requests are noted as Not reviewed until a person with the appropriate credentials approves or denies the time off request.  The system checks current time off requests in the database and if overlapping or duplicate requests are found, a caution message is generated.

For more information about time off requests, see the Related Topics.