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Manage time-off requests

Enabled for Public preview General availability
Users by admins, makers, or analysts - May 2, 2025

Business value

The Time-Off Request feature helps streamline the leave management process for service representatives and supervisors. Representatives can submit their leave requests directly from the My Schedule view or Request Management, providing an easy and intuitive experience. Managers and schedulers benefit from efficient workflows, as they're notified when new requests are submitted and when requests are approved. This process ensures proper staffing while accommodating representatives' time-off needs. It helps improve operational efficiency and representative satisfaction.

Feature details

The Time-Off Request feature helps service representatives, supervisors, and schedulers handle leave requests more efficiently and in a more organized way.

Key features include:

For service representatives:

  • Submit time-off requests directly from the My Schedule view or Request Management.
  • View approved time-off visually on the My Schedule calendar.

For supervisors:

  • Receive notifications of new time-off requests via email or in-app alerts.
  • Review and manage time-off requests in the Request Management view.

For schedulers:

  • Stay informed with notifications when time-off is approved.
  • View agents' time-off within the schedule view, allowing for informed scheduling decisions.

To activate this feature, your administrator must first install the Workforce Management for Customer Service package in the Power Platform admin center app.

Additional resources

View and take action on time-off requests (docs)