Time off event settings

When creating or editing a time off event Scheduled event in WFM that can be used to plan and track planned time off, such as vacations. To avoid the approval process associated with time-off requests made through the time-off management functionality, you can create time-off events directly in the calendar., you can view or update attributes that define the time off event.

Field	Description
Activity	Specifies the 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. with which the time-off event is associated. The activities displayed in this field are associated with the selected scheduling period only. If at least some of the attendees are poolers Term in WFM that defines employees who can be scheduled to work for their primary organization and also for multiple secondary organizations to support campaign pooling., the Activity list can look different for existing events.
Start	Defines the start date and time of the time-off event.
End	Defines the end date and time of the time-off event. When you update this field, the system updates the Duration field automatically.
Duration	Defines the length of the time-off event. When you update this field, the system updates the End field automatically. NOTE: The maximum duration of a single time-off event is 20 days.
Time zone	Read-only field that reflects the currently selected time zone setting (either user or campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. time zone).
Comment	Provides a free text field to add notes about the time-off event.
Recurring	Determines whether the time-off event is a recurring event (occurs more than once). If this option is not selected, the time-off event is a single instance (occurs only once). When this parameter is selected, the Recurrence tab is displayed.
Linked to underlying shift Work period in WFM that has a definite length. assignment	Links the time-off event to the shift assignment that occurs during the same time period. If you move a shift to a different time when this option is selected, the system moves the time-off event relative to the update. For example, a shift is scheduled from 9:00 AM-5:00 PM. The time-off event is scheduled from noon-2:00 PM, starting 3 hours after the shift start, and ending 5 hours after the shift start. If you move the shift to 8:00 AM-4:00 PM, the time-off event moves to 11:00 AM-1:00 PM, which still starts 3 hours after the shift start, and ends 5 hours after the shift start. If you do not select this option, and you move a shift to a different time, the time-off event does not move from its scheduled time. NOTE: To link a time-off event to a shift, the entire time-off event must occur within the time period of the shift. For example, a shift is scheduled from 10:00 AM-4:00 PM. The time-off event is scheduled from 3:00 PM-5:00 PM. You cannot link the time-off event to the shift because the time period falls outside the duration of the shift. Note the following when you select this option: The Recurring option is unavailable. You cannot link the time off event to a shift, and make it recurring at the same time. You can only select one employee for the time off event. Each shift assignment is linked to one employee, so this option does not apply to multiple employees. In order to link the time off event to the employee, the employee must have a shift assignment scheduled for the day of the time-off event. As stated above, the entire time-off event must occur within the time period of the shift.
Time off effect on scheduling
Do not force the shift and time off to overlap	Defines that the time-off event and the shift do not have to overlap on the schedule. This setting gives the scheduling engine the flexibility to use or not use paid time off for the selected employees.
Force shift and time-off to overlap for 0:00	Defines the time period that the time-off event must overlap the shift on the schedule. You can define that the entire time-off event overlaps with the shift, or just a portion of the time-off event overlaps with the shift. This setting forces the scheduling engine to use the paid time off for the selected employees. The time values for this option are dictated by the Duration of the time off event. For example, if the duration of the time off event is 2 hours, the values for this option are 0:00 - 2:00. If you want the time off event to cover the entire shift for that day: Determine the hours of the shift. (For example: 8:00-5:00 PM). In the Start and End fields of the time off event, enter the same hours as the shift. (For example: 8:00-5:00 PM). Select Force shift and time-off to overlap for, and select the same amount of time as the Duration of the time off event. (For example: 9:00).