Creating time off reasons for agents

Time off reasons are part of your Workforce Management (WFM) organization’s structure and define the types of time agents can take off. This includes both planned and unplanned time off, such as personal time or sick time.


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Create and manage time off reasons to define the types of leave agents can take, like personal or sick time. You can add new reasons, edit existing ones, or delete them as needed. This flexibility helps tailor time off categories to fit your organization's needs, ensuring agents have clear options when requesting leave. Use the settings to adjust your organization's time off structure.




Time off reasons are part of your Workforce Management (WFM) organization’s structure and
define the types of time agents can take off. This includes both planned and unplanned time
off, such as personal time or sick time.
By default, two time off reasons are already created:


Paid leave: Planned absences for personal time off.

Sick leave: Unplanned absences due to personal illness or health-related
issues.

However, admins and team member with permission can create new time off reasons and edit
or delete existing ones.
The article contains the following sections:

Creating time off
reasons
Editing time off
reasons
Deleting time off
reasons

Related articles

Viewing and managing agents' time off requests



Creating time off reasons

You can create additional time off reasons for your organization.
To create a time off reason

In Workforce management, click
Settings in the sidebar, then select Time off reasons.
Click Create time off reason.
Enter a name for the time off reason.
From the Category menu, select Planned or Unplanned.

Enter a description. This is the text that agents see when they request this time off
reason.
Click Create time off reason.




Editing time off reasons

You can edit your organization’s time off reasons.
To edit a time off reason

In Workforce management, click
Settings in the sidebar, then select Time off reasons.
Next to the time off reason you want to edit, click the options menu ( ) and select Edit.
Make your changes and click Save.




Deleting time off reasons

You can also delete your organization's time off reasons. This action cannot be
undone.
To delete a time off reason

In Workforce management, click
Settings in the sidebar, then select Time off reasons.
Next to the time off reason you want to edit, click the options menu ( ) and select Delete.
Click Delete time off reason.



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