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Access WFM Time-off Management - Frequently asked questions

Discover answers to common questions about accessing the WFM Time-off Management page. Learn how to navigate, manage requests, and troubleshoot issues.

Frequently asked questions

How do I access the WFM Time off management page in Zendesk?

To access the WFM Time off management page, you need to be a WFM admin or have the necessary permissions. Simply hover over the schedule icon in the Zendesk WFM web app's navigation bar and select 'Time off management'. Once you're on the Time off…

Who can approve or deny time off requests in Zendesk WFM?

In Zendesk WFM, only WFM admins and team members with the appropriate permissions can approve or deny time off requests. These roles are crucial for managing workforce schedules effectively. Admins and authorized team members can access the Time…

How can I view pending and closed time off requests in Zendesk?

To view pending and closed time off requests, navigate to the Time off management page. By default, you'll see pending requests, but you can toggle to view closed requests as well. Select a team or a specific agent from the sidebar to see their…

When do approved time off requests become visible in Zendesk?

Approved time off requests in Zendesk become visible 30 days before the scheduled time off date. This visibility helps in planning and managing workforce schedules effectively. For instance, if an agent's time off is scheduled for June 25th, it…

Can I create rules for automatic approval of time off requests in Zendesk?

Yes, you can create rules for automatic approval of time off requests in Zendesk. This feature is available on the Time off management page. By setting up these rules, you can streamline the process of handling time off requests, reducing the…

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