Time-off pools overview

Time-off pools let you allocate how much time-off a group of employees can take for a specific time period. A time-off pool can have time-off allocations for a day, segments of a day, or both.

Time-off pools are created for an organization, and an organization can have multiple time-off pools. Hours in requests for time-off activities that deduct from a time-off pool affect the hours displayed on the Time-Off calendar.

Daily allocations time-off pool

A set number of hours are allocated for each 24-hour day for employees to use for time-off. Requests for an entire day are deducted from the daily allocations time-off pool.

Example: Daily Allocations Feature in WFM used to manage the forecast and distribution of work across distributed queues.

On Monday, May 1, 16 hours are allocated for time-off.
Tom and Lisa both submit a time-off request for May 1. Their requests are approved, and zero hours remain for May 1 in this time-off pool now. The next request for May 1 will be either denied or waitlisted.

Organization time zones in daily allocations time-off pool

When employees submit time-off requests, the requested time off is converted to their organization time zone and hours are deducted from the daily pool based on the organization time zone.

For example:

There is a time-off pool in an organization in the Eastern Standard Time Zone (EST).

Employee A has a preferred time zone of EST, the same as their organization. Employee A submits a time-off request for February 2, which is calculated as 8 hours (by default). The time-off pool reflects 8 hours pending on February 2, and the request is validated against that same day.

Employee B has a preferred time zone of Central Time Zone (CST), which is different than their organization (EST). Employee B submits a time-off request for February 2 (12:00 AM-12:00 PM). The request is converted to the organization time zone, which is February 1 at 11:00 PM to February 2 at 11:00 PM. The time-off pool reflects 1 hour on February 1 and 8 hours on February 2.

If you want a full day request to be validated against the same full day in the pool, you can instruct employees to submit time-off requests with the time zone that matches their organization time zone. Employees can change their time zone from the User Actions menu. From Preferences, select the General tab. Under Regional Settings, define your preferred Time Zone.

Interval allocations time-off pool

A set number of hours are allocated for segments of time during a day for employees to use for time-off. The segments can be as small as 15 minutes. Requests for time-off during a specific time range during the day are deducted from this pool.

Example: Interval 1 definition

Start and end time: 6:00 A.M. to 8:15 A.M. for a duration of 2 hours and 15 minutes
3 hours are allocated for time off during this interval

Example: Interval 2 definition

Start and end time: 1:00 P.M. to 4:45 P.M for a duration of 3 hours and 45 minutes
2 hours are allocated for time off during this interval

Interval allocation time-off pool considerations

To determine the range of hours to target for pool availability, employees in an organization with any 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. set up to deduct from an interval allocations time-off pool must have either a published schedule for the requested time-off or a reference schedule. Otherwise, an error occurs.

If you use the interval time-off pool for near-term One to five words that are meaningful to a specific type of business, or phrases that stand out in interactions in Speech and Text Analytics. activities when the employee would have a published schedule (such as voluntary time-off), you do not need to assign a reference schedule to the employees.
If you use the interval time-off pool for future activities that occur when the employee does not have a published schedule, you must assign a reference schedule to the employees. For the reference schedule, select a one-week published schedule that best represents the employee's typical work week.