I am running version 7.7 of BP, and I have had a request from the business that Automatic agent request and sign off of holidays be available from 6 weeks out. I have been struggling to get the system to do this

Can anyone help

Thanks

Scott

Guys,

I still am having trouble with this anyone able to give me some pointers?

We are running the automated holiday...drop me an email and we can chat some more..

Graham

I assume that you only want the system to authourise a holiday request automatically if it 6 weeks or more away. If this is the case then you could set up a Filing Rule for Time Off as follows:

Time off requests affected by the rule you are creating
Time off type = Vacation
All requests of this type

When the request is filed by
Less than 42 days in advance.

If you then setup the auto processing to only approve if it doesn't conflict with filing rules then anything within the 6 week period will goto pending for one of your team to review.

Hope this helps.

Thanks Gary,

Just to confirm, when it looks at the holiday request after 6 weeks, it will still take in to account the maximum holiday quota/allocations.

Scott,

You're welcome.

It all depends on how you configure the auto processing rules. If you want it to take into account holiday quota then you need to ensure that you use:
"Organization has available time off hours" in additon to the filing rule. Set it to approve requests with no violations ticking both of these and you should be in business I think.

nice one, I will let you know how it goes in about a month I guess

Just started visiting the site again, so responding to some old posts.

We use Impact 360 so the general workings should be the same. We have the automated processing set-up and working with the filing rules.

While I'm on the subject, how have people adapted to the lack of any intraday checking on already published schedules (assuming a schedule is fixed at this point or fixed hours in the first place)? I'd be interested to know as this is one challenge we are still grapling with. We've tried using sub organisations and splitting people but as we now move to a more flexible working pattern culture I probably need a bit of a rethink and would welcome any other experiences.