Create a time-off pool

Create a time-off pool to define how much time can be taken off for a specific time period. A time-off pool can have time-off allocations for each day, segments of each day, or both.

If you need to stop before you have finished, you can edit the time-off pool later.

Before you begin

Make sure you understand the two types of allocations available in a time off pool Group of employees in WFM to which time off is allocated.: daily and interval.
Time-off pools overview
Create activities that deduct from a daily allocation time-off pool, interval allocation time-off pool, or both. Activities are set up on the Activities page. This page is on the Work Administration menu.
Determine if you want to import the daily allocation hours or interval allocation hours instead of adding them to the calendar manually. The import option is available after the time-off pool is created.) Next, decide if you want to import allocations when you create the time-off pool or later. If you want to import allocations now, pause and create the import file.
Allocation hours import file

Procedure

Go to Organization Management Module in WFO that allows administrators to set up different hierarchies to manage users from a single, unified, Web interface.. Under Request Management, select Time Off Pools.
Click Create.
In the Time Off Pools Detail section, do the following:
1. Type a name.
2. Optional: Type a description.
Optional section: In the Time Off Waitlist section, do the following if you want to set up one or both waitlist options:
1. To waitlist time-off requests, select the check box.
2. To auto scan waitlisted request, select the check box.
3. If needed, change the waitlist sort priorities.
If you want to create daily allocations, do the following:
1. In the Allocation Type section, no action is needed. Daily allocations is the default.
2. Under Enter Allocated Time Off hours into the calendar section, do the following:
  - Optional: Change the default month and year.
  - When time-off is allowed, type the number of time-off hours that you want to allocate. Repeat until your are finished.
  - Click Save.
  Now the options to import allocations are available.
If you want to create interval allocations, do the following:
1. Under the Allocation Type section, click Interval Allocations Feature in WFM used to manage the forecast and distribution of work across distributed queues..
2. For each day of the month, do one of the following:
  - When time-off is allowed, allocate interval hours for the day using one of the two methods:
    - In the space under a date row, place your pointer at the start time and drag it to the end time. View the interval on Create Interval window. Click Set. Repeat as needed for other intervals.
    - Click Create Interval, and enter the interval allocation on the Create Interval window. Click Set. Repeat as needed for other intervals.
  - Click Save.
Now the options to import allocations is available.

What to do next

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