Creating automatic approval rules for time off requests

What's my plan?

Add-on | Workforce Management (WFM) or Workforce Engagement Management (WEM)

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 Schedule in the navigation bar, then select Time off management.

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.