Holiday Management
- administrator
- teams
- Agents
- holidays
- annual leave
- time off
Configuration > Teams & Agents > Holiday Management
Related Guides:
General Settings
| Field | Type | Description |
| Agent Status to set when an Agent is on Holiday | Single Select | Agents will be set to this Status when they are marked as being on Holiday i.e. when they create an 'Appointment' of Event Type 'Holiday' and the days selected have commenced, then the status of the agent will be what is set here. |
| Holiday Types | Button | Opens up the Lookup Codes section for Holiday Types. |
| Allow different Holiday allowances per Holiday type | Checkbox | When enabled, an agent's holiday allowance can be set to different values per holiday type. A default allowance can be set on the holiday type, and the values can be viewed or adjusted on the agent's profile. |
Holiday Types
| Field | Type | Description |
| Name | Free Text | The name of the Holiday Type |
| Holiday requires approval | Checkbox | Determines whether the Holiday Type requires approving in order to be set. |
| Holiday removes from Agents allowance | Checkbox | When checked, any time spent on this Status will detract from this Agent's holiday allowance. |