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 manual workload for admins and ensuring a more efficient workflow.
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…
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…
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…
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…