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Offline joem

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WFM Holidays for Part Time Operators
« on: February 03, 2010, 01:17:56 PM »
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Is it possible for part time agents to book holidays in WFM, when they work different hours per day?

Currently we are assigning one Time Off Rule which takes off the hours of the longeat shift they work. This then requires manual amendment.

Can multiple Rules be assigned to single agents to enable WFM to know how many hours to take off their entitlement?

Thanks,

Joe

Offline Steve

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Re: WFM Holidays for Part Time Operators
« Reply #1 on: February 04, 2010, 12:57:32 PM »
If you are only using one rule why not set it to the average hours or the hours worked on the most days?

But you can allocate more than one rule to each agent, so you could create different ones for each length of day. We do it for full days and half days.

I'm not sure if this would work if you used WFM to award leave to your agents. But the beauty of WFM is that you can always try it to find out!

Offline Tefleon

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Re: WFM Holidays for Part Time Operators
« Reply #2 on: February 07, 2010, 03:17:59 PM »
Upgrade to 7.6.1 and then you'll have the new time off ruleset.

[b]When and agent books a full day time off, the following is used to establish the [color=blue]start and end time[/color]:[/b]
> If master schedule exists and start/end specified, then take those
Otherwise, take the start/end from the shift or "working hours" in Calendar, if the saved status is "granted“
> Otherwise, take start/end from rotating with shift and start/end specified
> Otherwise, take start/end from granted availability, if the saved status is "granted“
> Otherwise, take start/end from Contract availability
> If rotating availability exists, then trim start/end from rotating availability
> If start/end determined by the availability (4,5,6), then trim start/end by minimum earliest start time and maximum latest end time of all available shifts. If rotating with flexible shift exists, then assume it is the only available shift.

[b]And the following is used for the [color=blue]paid hours[/color].[/b]
> If master schedule exists and has paid hours, then take those
> Otherwise, take paid hours from the shift or "working hours" in Calendar, if the saved status is "granted"
> Otherwise, take paid hours from rotating with shift and start/end specified
> Otherwise, take number of hours from corresponding time-off rule
> Otherwise, take standard daily Contract standard hours
> If paid time determined by Time-off rule or Contract (4,5), then check whether the value falls between minimum of minimums and maximum of maximums of paid hours of all available shifts.
> If rotating with flexible shift exists, then assume it is the only available shift.
> If determined hours are outside of this interval, then use either minimum of minimums or maximum of maximums, whichever is closer to previously determined number of paid hours

« Last Edit: February 07, 2010, 03:22:32 PM by Tefleon »