Before you start
You need a time off policy set up in RemotePass before you can configure the Time Off Agent. The agent pulls from your existing policy, so this needs to be in place first.
Setting up the Time Off Agent
Go to Agent Hub in the main navigation menu.
On the Time Off Agent card, click Set up agent.
In the text field, type your instruction in plain language. For example:
"Approve all annual leave requests of 3 days or less where the team member has at least 5 days of balance remaining and gave more than 5 business days' notice."
"Decline any time off request submitted with less than 24 hours' notice."
"Approve sick leave of up to 2 days for full-time employees, regardless of notice period."
Review the logic before saving. Check that the agent has pulled from the correct policy and that the approval or decline action matches your intent. You can add additional conditions or adjust the wording before confirming.
Set whether you want the agent to approve, decline or flag when the instruction is met.
Save the instruction.
You can also use one of our suggested prompts to get get you up and running in just a few clicks.
Managing multiple instructions
You can have multiple instructions running at the same time. The order of the instructions is what determines priority. The agent checks them top to bottom and applies the first match.
To reorder instructions, drag them into the sequence that reflects your intended logic.
Available conditions
When writing your instructions, you can reference any of the following conditions:
Tenure - length of time with the company
Balance check - whether the team member has sufficient leave balance
Minimum balance - a floor to keep after the leave is taken
Notice period - how far in advance the request was submitted
Duration - number of days requested
Contract type - employee or contractor
Country - where the team member is based