To edit vacation maximums:
- Select an Entity from the Vacation Maximums calendar.
- Click Edit.
- The Vacation Maximums window will open. Complete the required edits.
- Click Save when all vacation maximum edits are complete.
- The Time Saved Off confirmation dialog box appears. Click OK.
- The calendar is updated with the new Vacation Maximums for the Entity and Date(s) selected.
Vacation Maximums Field Descriptions and Button Functions |
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Start Date / End Date |
Click the date picker and select the date range (first and last date) for which you would like to change the vacation maximum. |
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Entity |
In the Entity drop-down menu, select the entity for which you would like to change the vacation maximum. |
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Name |
In the drop-down menu, select the Team, Skills, or Skillsets for which you want to edit the vacation maximum. |
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Maximum |
Type the maximum number of agents that can take a vacation at the same time for the selected dates. |
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Buttons |
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Accept |
Click to add the newly selected teams, skills, or skillsets vacation maximums for the selected dates to the Vacation Maximum table. |
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Save |
Click to update the calendar with the new Vacation Maximums. |
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Close |
Click to close the Vacation Maximums window. If the window is closed without saving the information, the vacation information will be deleted and will not be added to the schedule. |