Pro or Enterprise plan · Any role, depending on the task
- Plan
- Pro or Enterprise plan. Compare plans
- Publish extra work and VTO slots
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Admin or Manager role
Or a custom role with Slots set to Can publish extra work and voluntary time off slots on the Schedule tab - Approve and deny extra work and VTO requests
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Admin or Manager role
Or a custom role with Requests set to Can approve, deny, edit, and cancel all agents' voluntary time requests on the Schedule tab - Request extra work and VTO slots
- Any role
- Make event types eligible for extra work
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Admin role
Or a custom role with Configure event types set to Can configure event types on the Configure tab
Admins set roles and permissions in Manage team > Roles and permissions.
Use extra work and voluntary time off (VTO) slots to match staffing to demand with your team’s help. When you’re short, publish extra work slots so agents can pick up productive hours outside their scheduled events. When you’re overstaffed, publish VTO slots so agents can take optional time off during their productive events. You set how many people can take each slot, using net staffing as a guide.
To publish slots, go to Schedule > Voluntary time slots.
How extra work and VTO slots work
The process has five steps:
- Make event types eligible for extra work, so agents can be scheduled for them as extra work.
- Publish slots for a day, setting how many people can take each one.
- Agents request slots they’re eligible for.
- Approve or deny requests, checking slot availability and net staffing. Agents are notified of your decision.
- Report on extra work and VTO in Report > Schedule analysis.
Some rules apply throughout:
- Each slot lasts one interval, the length of your company’s base interval.
- Agents only see slots that match their channels, queues, sites, teams, and skills.
- Extra work slots are outside an agent’s scheduled events, and VTO slots are within their productive events.
- Times on the Voluntary time page are in your own time zone. To add more time zones, use Edit time zones next to the time zone row.
Make event types eligible for extra work
- Go to Configure > Event types.
- Select a productive event type to edit it, or add a new one.
- Select Eligible for voluntary extra work slots.
- Select Save event type.
In the list of event types, the event type now shows Eligible for extra work. The checkbox only appears for event types classified as Productive.
Publish extra work or VTO slots
- Go to Schedule > Voluntary time slots.
- Select a date and a channel. To create slots for a specific queue, site, team, or skill, select Add agent filter and choose it.
- Use the Net staffing row to decide how many people can take each slot, and enter the numbers in the extra work and VTO rows. Or select Auto populate to fill them in for you (see below).
- Check the Preview net staffing row, which shows what net staffing would be if every slot were filled.
- Select Publish slots, choose your publish options, and select Publish.
Agents can see and request the slots as soon as you publish them. To review what you’ve published, select View published slots.
Fill in slots automatically
Select Auto populate to open Auto populate slots, choose your options, and select Populate slots.
| Option | Choices |
|---|---|
| How to fill slots | Staffing target: Balance staffing to 0, Overstaff by, or Understaff by, in Percent or Agents. Or Constant value: populate all the Extra work slots or Voluntary time off slots with the same number. |
| Time range | Populate all slots for the day, or Only populate slots for specified times with a start and end time. |
| Editing conflicts | Preserve existing unpublished edits keeps numbers you’ve already entered. Override all slots replaces them. |
Publish options
When you select Publish slots, you can choose:
| Option | What it does |
|---|---|
| Auto-approve requests | Approves requests for these slots automatically. |
| Include default events for VTO | Lets agents convert their default scheduled time to VTO. Appears when you’re publishing VTO slots. |
Request extra work or VTO slots
Agents see the slots they can request on their schedule in My Assembled, marked Extra work open or VTO open.
Request a slot
- The agent selects a block of open slots.
- They adjust the start and end times to request part of the block, if they want.
- They select Request extra work or Request voluntary time off.
The request shows on their schedule as Extra work pending or VTO pending until it’s approved or denied.
Approve or deny extra work and VTO requests
- Go to Schedule > Schedule requests.
- Set Request type to Extra work. This shows both extra work and VTO requests.
- Open a request to check its details, then approve or deny it. For how approving and denying works on this page, see Schedule requests.
Check whether slots are still available
Before you approve, check Slots status in the request’s details. Slots available means there’s still room in the slot the agent requested; Slots filled means other requests have already taken it. The details also show which channel, queue, site, team, or skill the slot was for.
After you approve or deny
When you approve a request, the event appears on the agent’s schedule and on the Staffing timeline. When you deny one, the pending placeholder disappears. Either way, the agent gets an email with your decision.
Report on extra work and VTO
- Go to Report > Schedule analysis.
- Select Extra work events to see metrics for all extra work, or an eligible event type to see its extra work hours. Select Voluntary time off events to see VTO.
For more about the report, see Schedule analysis.