Time-Off page

Use the Time-Off page to assign time off pools, set time-off allocation hours, and assign a reference schedule to employees.

Employee Selection pane

Lists the available employees.

Workspace Date selector

Changes the time-off information displayed. The default date is your current month, day, and year.

Time-Off Pool section

First box: Lists the time-off pools available for assignment. Only time-off pools defined at the employee's organization and its parent organizations are available for selection.

A time-off pool must be assigned to any employee in an organization with time-off activities set up to deduct from a time-off pool.

The employee's current time-off pool is available for selection regardless of which organization the time-off pool was created in. The current time-off pool is available even if it was not created in the employee's current organization or its parent organizations.
Second and third boxes: Display the time-off pool effective dates.

Time-Off Type section

Each row in the table represents a “time off” type of 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. and related information. If multiple employees are selected, only the fields in common are displayed. Where information varies, asterisks are displayed in the field.

Column	Description
Time-Off Type	Lists time-off types (activities) defined for the organization.
Time-Off Pool	If a list is available, a different time-off pool can be selected for the time-off type (activity). By default, the employee's time-off pool is selected for each time off type. A list is available when the time-off type (activity) was created with either of the following settings selected: Deduct from Daily Pool Deduct from Interval Pool The other time-off pools have the same effective date options as the employee’s time-off pool. If the employee's time-off pool is changed for the activity, the activity time-off pool has its own effective dates regardless of which time-off pool is selected. The effective dates for the activity time-off pool are independent of the employee main time-off pool afterward. The effective dates remain independent even when the following occurs: The time-off pool for the activity is changed back to the original employee time-off pool. The employee's time-off pool changes.
Default Per Day	When the request or time off calendar event Scheduled event in WFM that is manually created on the schedule, can be a single instance or recurring event, and can have one or multiple attendees. Examples of calendar events are meetings or training sessions. is for a single day, this value is the number of hours that are debited for a calendar day.
Default Per Week	When the request or time off calendar event spans multiple days, this value is the maximum number of hours that can be debited during a seven-day period.
Accrual Schedule	If the time-off type (activity) was created with Time Off With Accrual selected, the accrual schedule is listed. The remaining columns have text boxes for typing the values.
Balance	Current balance of hours.
Date Last Updated	Date that the time-off balance was last updated.
Maximum Balance	Maximum number of hours an employee can accrue.
Maximum Carryover	Maximum number of hours that can be carried over based on the accrual schedule. (Time-off balances are carried over automatically.)
Accrual Rate	Text box for typing the accrual rate for the accrual schedule. Example: If the Accrual Schedule for this activity is a year, four years are available for entering the accrual rate.

Reference Schedule section

Field	Description
(first box)	Provides a list of reference schedules that can be assigned. A reference schedule must be assigned to any employee that belongs to an organization with any time-off activities that deduct from an Interval Time Off Pool. The reference schedule is used when an employee submits a time-off request for a period outside a published schedule. The reference schedule determines which intervals are affected by the request. A reference schedule is available for selection when it is a past, present, or future published single week schedule assigned to the employee.
(second box)	Displays the start date that the reference schedule is effective.
(third box)	Displays the end date that the reference schedule is effective (when applicable)

Field

Description

(first box)

Provides a list of reference schedules that can be assigned. A reference schedule must be assigned to any employee that belongs to an organization with any time-off activities that deduct from an Interval Time Off Pool.

The reference schedule is used when an employee submits a time-off request for a period outside a published schedule. The reference schedule determines which intervals are affected by the request.

A reference schedule is available for selection when it is a past, present, or future published single week schedule assigned to the employee.

(second box)

Displays the start date that the reference schedule is effective.

(third box)

Displays the end date that the reference schedule is effective (when applicable)