.Time Off Categories vLV19

Time off categories are used to create a category for leave (for example, PTO, sick leave, and training).

To access Time Off Categories, on the WFO tab, navigate to Workforce Management > Time Off Categories.

Creating Time Off Category

To create a time off category:

1. Navigate to WFO > Workforce Management > Configuration > Time Off Categories.
2. Click .
   The Create Time Off Category window appears.
   
   
3. In the Name field, enter the time-off category name.
4. In the Description field, enter a description of the category.
5. Use the Active toggle button to make the time off category active.
6. From the Manager drop-down list, select the name of the manager who must be notified of the leave request.
7. Click Create.
   The leave category is created.

Modifying a Time Off Category

To modify a time off category:

1. Navigate to WFO > Workforce Management > Configuration > Time Off Categories.
2. Click or double-click the time off category.
   The Edit Time Off Category window appears.
   
   
3. Make the necessary changes.
4. Click Update.
   The leave category is updated.

Copying a Time Off Category

To copy a time off category:

1. Navigate to WFO > Workforce Management > Configuration > Time Off Categories.
2. Click .
   The copy window appears.
3. Make the necessary changes.
4. Click Copy.
   A new leave category with the changes is created.

Deleting a Time Off Category

To copy a time off category:

1. Navigate to WFO > Workforce Management > Configuration > Time Off Categories.
2. Select the time off category you want to delete and click .
3. Click Yes to confirm.