Vacation Management
- In the hamburger menu, go to REQUEST MANAGEMENT.
- By default, the Vacation Authorisation screen will display.
- Across the top of screen are buttons that will show VACATION AUTORISATION, SHIFT SWAP AUTHORISATION and SENT NOTIFICATIONS.
- Click on an agent request. In the above example, for the agent named Sales1, Sales.
- A screen similar to below will then be displayed.
- At the top of the request are the Entitlement, Used and Remaining hours for the agent for both the current and next year.
- At the bottom is the request made by the agent. Included in the request is –
- Date – The date the request is for
- Shift – How many hours the agent is due to work on the date requested
- Time of Request – How many hours were available when the agent made the request
- Current – How many hours are available now
- Click on the Tick or Cross to Approve or Deny the request, then click COMPLETE REQUEST.
- Any approved Vacation will be added to the agents schedule automatically.
- The agent will receive a notification of the approval or denial.
- To view any vacation Cancellation requests, click on CANCELLATIONS and follow the same process. Tick to approve a cancellation, Cross to deny a cancellation.