A Time-Off is Created in WFM
Overview
This trigger is activated when a user manually creates a time-off in the WFM app.
Use Case
When a user creates a time-off in WFM, this trigger relays the information to an external HR system.
Automation: whenever a time-off is created in WFM, it will be automatically sent to an external HR system.
Fields
| Name | Description | How to use it as a Filter |
|---|---|---|
| Account ID | The ID of the Talkdesk account | It is not recommended to use this field as a filter, as it will always have the same value in all executions, as it pertains to the Talkdesk account. |
| Event Name | The trigger event name | It is not recommended to use this field as a filter, as the value is constant and never changes between different executions. |
| Event ID | The ID of the time off triggered event | It is not recommended to use this field as a filter, as the value is only meaningful for resource management. |
| Platform TID | The cross-services correlation ID | It is not recommended to use this field as a filter, as the value is only meaningful for cross-service correlation. |
| Time off description | Description associated with the time off | - Is set/Is not set: check if the field is defined.- Starts with: check for specific values at the start of the description (e.g., Starts with "Event approved by").- Contains/Does Not Contain: check if the field contains some specific value. |
| Time off start date | The time that defines when the time off starts | Starts with: check for a specific date (e.g., Starts with "2022-03-28") |
| Time off end date | The time that defines when the time off ends | Starts with: check for a specific date (e.g., Starts with "2022-03-28") |
| Time off agent ID | The Talkdesk agent's ID associated with the time off | Is equal/Not equal: check if the field is equal to / not equal to the specific value |
| Time off agent email | The Talkdesk agent's email associated with the time off | - Is set/Is not set: check if the field is equal to / not equal to a specific value.- Starts with: check if the field starts with a specific value.- Contains/Does Not Contain: check if the field contains some specific value. |
| Time off agent's team ID | The Talkdesk agent's team ID associated with the time off | Is set/Is not set: check if the field is defined |
| Time off agent's team name | The Talkdesk agent's team name associated with the time off | Is set/Is not set: check if the field is defined |
| Time off event type ID | The WFM event type ID associated with the time off | - Is set/Is not set: check if the field is equal to / not equal to a specific value.- Starts with: check if the field starts with a specific value.- Contains/Does Not Contain: check if the field contains some specific value. |
| Time off event Type Name | The WFM event type name associated with the time off | - Is set/Is not set: check if the field is equal to / not equal to a specific value.- Starts with: check if the field starts with a specific value.- Contains/Does Not Contain: check if the field contains some specific value. |
| Time off event type pay status | The WFM event type pay status associated with the time off | - Is equal/Not equal: check if the field is equal to / not equal to a specific type.- Assign type can be: PAID / UNPAID. |
| Time off creation date | The time, in UTC, when the time off was created in WFM | It is not recommended to use this field as a filter, as the value represents a specific point in time |
| Time off created by user ID | The Talkdesk user ID associated with the creation of time off | Is equal/Not equal: check if the field is equal to / not equal to the specific value |
| Time off created by user email | The Talkdesk user's email associated with the creation of time off | - Is set/Is not set: check if the field is equal to / not equal to a specific value.- Starts with: check if the field starts with a specific value.- Contains/Does Not Contain: check if the field contains some specific value. |
| Time off created by user Name | The Talkdesk user's name associated with the creation of time off | - Is set/Is not set: check if the field is equal to / not equal to a specific value.- Starts with: check if the field starts with a specific value.- Contains/Does Not Contain: check if the field contains some specific value. |
Troubleshooting
If you have questions or technical issues, please open a ticket using this form.
Updated 6 months ago