Understanding automatically approved time off requests

In order for the processing engine to automatically approve a time off request and place it in the approved state, the agent and the request must meet the following conditions.

An agent who submits a time off request must:

• Belong to a scheduling unit and a coverage group when the processing engine processes the time off request.

• Be associated with a valid accrual plan for the activity code the agent selects in the time off request.

• Have enough accrued hours to be eligible for the requested time off.

• Have enough accrued hours to accommodate any previously approved time off requests for a future date.

In addition, to the agent conditions, the time off request must meet the following requirements for automatic approval:

• All the days in the time off request must be included in an active time off plan.

• The accrual plan must be configured to allow automatic approval.

• The days in the time off request cannot be a designated blackout day from the time off plan.

• Enough allotments, based on length of time off request, should exist on the particular day of time off request based on coverage group. The system makes this calculation by looking at assigned allotments and subtracting approved time off requests for agents who belong to the same coverage group. This is only required if the accrual plan counts towards allotment.

Note: When an agent submits a time off request, and the agent belongs to an accrual plan that does not count toward allotment, the request is bypassed for automatic approval checks.  For example, if an accrual plan for Jury Duty is not counted towards allotments, then the time off request could be auto-approved even if no allotments remain for that day.

If the time off request meets the above requirements, the processing engine automatically approves the request. For more information, see the Related Topics.