Creating automatic approval rules for time off requests

Workforce management (WFM) admins andteam members in a custom role with permissioncan create time off rules that automatically approve agent time off requests. For an agent's time off request to be automatically approved, it must meet all the criteria defined in your rules. You can create andmanagethese rules on theTime off management page.


What's my plan?







Add-on

Workforce Management (WFM) or Workforce Engagement Management (WEM)







Summary: ◀▼
You can create automatic approval rules for time off requests to save time by avoiding manual approvals. Set criteria for these rules based on teams and conditions, and manage multiple rules as needed. This helps streamline time off management by approving requests that meet your defined conditions without extra effort.




Workforce management (WFM) admins and team members in a custom role with permission can create time off
rules that automatically approve agent time off requests. For an agent's time off request to
be automatically approved, it must meet all the criteria defined in your rules. You can create
and manage these rules on the Time off management page.
Creating rules to automatically approve agents' time off requests helps you save time by not
having to manually approve every time off request.
To create a time off auto approval rule

In Workforce management, click
Scheduling in the sidebar, then select Time off.
Click the settings icon ( ).
In the Time off settings dialog, click +Add rule. A rule is added immediately
with a placeholder name.


(Optional) Rename the rule by clicking the name and entering a new name.
Select one or more teams that this rule applies to.
Select the conditions under which the rule should apply.
(Optional) Adjust the number of team members for each selected condition.
(Optional) Click +Add rule and repeat the steps as needed.
Click Save.


{
"@context": "https://schema.org",
"@type": "TechArticle",
"@id": "https://support.zendesk.com/hc/en-us/articles/7274654710042-Creating-automatic-approval-rules-for-time-off-requests",
"url": "https://support.zendesk.com/hc/en-us/articles/7274654710042-Creating-automatic-approval-rules-for-time-off-requests",
"headline": "Creating automatic approval rules for time off requests",
"description": "You can create and manage rules to automatically approve time off requests for agents based on specified criteria in the time off management settings.",
"articleSection": "Setting up workforce management (WFM add-on)",
"datePublished": "2024-05-16T18:20:33+00:00",
"dateModified": "2026-04-20T08:34:58.356022+00:00",
"inLanguage": "en-US",
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://support.zendesk.com/hc/en-us/articles/7274654710042-Creating-automatic-approval-rules-for-time-off-requests"
},
"author": {
"@type": "Organization",
"name": "Zendesk",
"url": "https://www.zendesk.com"
},
"publisher": {
"@type": "Organization",
"name": "Zendesk"
},
"isPartOf": {
"@type": "WebSite",
"name": "Zendesk Help",
"url": "https://support.zendesk.com/hc/en-us"
},
"about": {
"@type": "SoftwareApplication",
"name": "Zendesk"