Time-Off Balance

Overview

The Time Off Balance Sync API enables external systems such as HR platforms (e.g., ADP, Workday) to batch insert or delete agent time off balances in Talkdesk Workforce Management™(WFM). This API is part of the Talkdesk Workforce Management product.
It ensures Talkdesk WFM holds accurate balance data for each agent, which is a foundational step toward enabling automated decision-making in time off workflows in the future.

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Business Problem-Solving Context

What can I achieve with this API?

• Synchronize up-to-date time off balances (e.g., vacation, sick leave) from an external system into Talkdesk WFM.
• Remove specific balance entries when invalid or outdated.
• Prepare WFM for automated workflows by maintaining accurate balance data.

What business problems does this API solve?

• Reduces Manual Synchronization Effort: Prevents the need for human intervention when aligning WFM and HR systems.
• Improves Planning Accuracy: Ensures WFM has correct time off balances, which affects forecasting and scheduling.
• Lays Groundwork for Automation: Accurate balance data is critical to enabling future automation for time off request processing.

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What does this API support that customers might expect?

✅ Supports batch balance creation (multiple records in a single request).

✅ Supports deletion of specific balance records by ID.

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Use Case

Nightly Balance Sync from HR System

A company uses Workday to manage employee time off balances. Each night, an automated process calls the PUT endpoint to sync the latest balances into Talkdesk WFM, ensuring accurate data for scheduling and planning.

Clean Up Balance Data After Agent Departure

When an agent leaves the company, the HR system uses the DELETE endpoint to remove the agent’s balance records from Talkdesk WFM. This prevents outdated or irrelevant balance data from impacting future operations or reporting.

Troubleshooting

If you have questions or technical issues, please open a ticket using this form.