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Prepare for Resource Absences
Before you specify resource absences, set up these features.
| Configuration Step | Documentation |
|---|---|
| 1. Assign permission sets. If you haven't done so already, assign the Shift Scheduling Planner or Workforce Engagement Planner permission set to users who approve absences. Assign the Shift Scheduling Agent or Workforce Engagement Agent permission set to users who submit absences. |
Manage Permission Set Assignments |
| 2. Create service resources. If you haven't done so already, create a service resource for each worker who submits absences. |
Create Service Resources for Workers |
| 3. Add related lists to objects. Add the Absences related lists to the Service Resources object. |
Add a Related List to an Object |
| 4. Let workers access their own Service Resource records. If you haven't done so already, create an Apex trigger that allows each worker to view their own Service Resource record. This action lets the worker access Resource Absences related lists where they can submit a new time-off request. |
Allow Agents to See Their Assigned Shifts with an Apex Trigger |
| 5. (Optional) If you require manual approval, add the Status field to resource absences. Some companies have unlimited PTO where absences are submitted to advise management. Other companies require managerial approval for an absence. |
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| 6. (Optional) Set up a Salesforce approval process for resource absences. If you use the Salesforce GO setup feature, activate the provided out-of-the-box (OOTB) approval process. Otherwise, create a custom approval process to alert managers or dispatchers when a new absence is submitted. |
Approval Processes |
