Assign employees to a time-off pool and allocate time-off hours

Assign a time-off pool and allocate time-off hours to any employee in an organization with time-off types (activities) that are set up to deduct from a time-off pool.

The time off calendar shows scheduled hours regardless of whether the time off event Scheduled event in WFM that can be used to plan and track planned time off, such as vacations. To avoid the approval process associated with time-off requests made through the time-off management functionality, you can create time-off events directly in the calendar. was requested through Request Management or added to the scheduling calendar.

Optional: Assign a separate time-off pool for a time-off type

Time Off Type (activities) have a Time Off Pool list. By default, the selected employee time-off pool is assigned to these time-off types. If you want a time-off type to be counted against a different time-off pool, you can assign another pool.

Before you begin 

Create a time-off pool

Procedure 

1. Go to User Management Module that an administrator uses to create a profile for each employee in their organization.. Under Employees, select Time Off.

2. In the left pane, select one or more employees.

3. Under the Time Off Pool section, click the pencil (Edit icon).

4. From the Effective Dates dialog box, do the following:

   1. Click an effective date option.

   2. Click a time-off pool.

   3. Click Set.

5. Optional: To assign a different time-off pool to a time-off type for the selected employees, do the following:

   1. Under the Time Off Type section, in a Time Off Pool list, click a different time-off pool.

      The Edit icon (a pencil) is displayed.

   2. Optional. To revert this update back to the default pool, click the Revert icon .

      If there are existing associated requests with this pool, when you revert back to the default time-off pool after making a change and click Save, the requests are impacted by the default time off pool Group of employees in WFM to which time off is allocated..

   3. Optional: To change the effective dates, click the Edit icon (pencil). From the Effective Dates dialog box, click an effective date option, and click Set.

   4. Click Save.

      The Edit icon is displayed going forward.

6. To allocate time-off hours, in the text boxes, type the number of time-off hours allotted for each time-off activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule. or activity type.

Related information 

Organization Activity Details (Workforce Management Administration Guide)