Setting up time off rules

Time off rules let you set up your time off policies in Assembled so employees can’t submit requests that are outside of your parameters. With time off rules, you can make sure employees submitting time off requests understand when and why their requests are out of policy.

Here’s how to set up time off rules:

Navigate to Staffing —> Time off requests.

Click the Time off rules tab.

In the modal that appears, enter your time off policy parameters. First, choose a rule name and enter a description so you can easily identify your rule in the future. You will be able to configure the rule based on the rule type.

Assembled offers the following rule types:

• Maximum advance
  • Define how many days in advance employees can submit certain types of time off requests
  • Choose which channel, site, team, queue and skill are affected
  • Use this option when you want to restrict employees from making time off requests too many months or years in advance
• Minimum advance
  • Define how few days in advance employees can submit certain types of time off requests
  • Choose which channel, site, team, queue and skill are affected
  • Use this option when you want to restrict employees from making specific kinds of time off requests with too little notice.
• Overlap
  • Define the number of employees who can submit for certain types of time off events
  • Choose the affected request dates
  • Choose which channel, site, team, queue and skill are affected
  • Use this option when you want to limit how many employees are out at a time, either as a consistent policy or during specific time periods
• No time off allowed
  • Choose the event types and dates where time off is not allowed
  • Choose which channel, site, team, queue and skill are affected

Once you’ve finished entering your parameters, click the Save rule button.

When an employee attempts to submit an out-of-policy time off request, the Submit request button will be grayed out and they will see a list of reasons why they are not able to make the request.

You can edit, duplicate, or delete a time off rule by clicking to expand the option menu next to the time off rule.

Viewing time off availability

On the My Schedule page, employees can see which days are available for them to take time off.

• Agents can check day-by-day availability from the Week and Month views of the My Schedule page
  • Blue circles next to a date indicate that time off CAN be requested for a particular date
  • Orange circles indicate that time off CANNOT be requested for a particular date
• Agents can check hour-by-hour availability from the Day view of the My Schedule page

View with time off available and message:

View with time off unavailable and message:

Month view with blue circles indicating time off available:

Hour-by-hour view with blue bar on left showing time off available:

When it’s time to approve / deny time off requests, managers will see the most up-to-date evaluations to help their decision making.