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Access your authorized company and project leave desks
Dedicated Module
Daily leave capacity
Operational view for request intake, daily availability and manual review.
Request Snapshot
Total Requests
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All time requests
Approved
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Approved requests
Denied
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Denied requests
Requested
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Pending requests
Calendar Capacity
Monthly staffing window
Green days have room, amber days are nearly full, red days are blocked.
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Available
Limited
Blocked
Selected
Choose a LOB to load the monthly limit calendar.
Request History
Loading requests...
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Operational Reporting
Agent leave analytics
Review requested days by agent, historical LOB and Request Type. Vacation totals exclude Saturdays, Sundays and Dominican holidays under the policy recorded with each new request.
Report Filters
Agent leave activity
Leave Year filters the dates taken. Requested From and To filter when the request was submitted.
Summary
Days by agent and Request Type
| Company ID | Specialist | Historical LOB | Request Type | Requests | Requested Days | Approved | Pending | Denied |
|---|---|---|---|---|---|---|---|---|
| Run the report to view results. | ||||||||
Request Detail
Requested ranges and calculated days
| Request Date | Specialist | Company ID | Historical LOB | Request Type | Start | End | Calendar Days | Chargeable Days | Weekends | Holidays | Days in Period | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Run the report to view details. | ||||||||||||
Roster Administration
Manage project roster
Add isolated roster entries used by request intake and bulk leave processing.
Roster Snapshot
Roster Directory
Registered project specialists
Leave From blank for a complete snapshot as of To. For a range, specialists active at the start or changed during the period are included; status and LOB are evaluated at To. Search, status, LOB and row limits only affect the directory.
Active headcount by LOB Total: --
| LOB | Active Headcount |
|---|
| Company ID | Specialist | LOB at To | Linked Requests | Status | Updated | Actions |
|---|---|---|---|---|---|---|
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Owner Access
User access administration
Manage dashboard users, roles, credentials and section visibility permissions.
User Snapshot
User Directory
Project dashboard access users
Reset passwords, update role and section permissions, or remove users.
| Employee ID | Company ID | Full Name | Role | Password | Status | Updated | Actions | |
|---|---|---|---|---|---|---|---|---|
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Agent Capacity Rules
Agent LOB limits
Manage daily availability limits independently for each agent LOB.
Settings Snapshot
Capacity Rules
Agent LOB limits
Set headcount by LOB. Use 1–100% shrinkage for calculated limits, or 0% to edit warning and hard limits manually.
Use 1–100% to calculate limits from agent count. Apply 0% to preserve the current limits and edit each LOB manually.
| LOB | Agent Count | Warning Limit | Hard Limit | Manual Review | Status | Actions |
|---|---|---|---|---|---|---|
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Secure Tenant Administration
Companies, projects and access
Every project has isolated roster, requests, staffing, LOB rules, capacity and history. Configuration can be copied from an existing project without copying operational data.
Current project: --
Project directory
Loading projects...| Company | Project | Template | Status |
|---|
User access
Loading access assignments...| User | Company | Project | Role |
|---|---|---|---|
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Director review & email notifications
VTO onlyVTO approval rules
Route new VTO requests by supervisor and LOB. PTO, Vacation and existing requests are unchanged.
Configured rules
Loading rules...| Rule | Director | Supervisors | LOB scope | Status | Actions |
|---|---|---|---|---|---|
| Loading VTO approval rules... | |||||
Email delivery
Loading email status...
Pending requests are saved before email delivery. Failed messages are retried without changing request status.
Format tests go only to [email protected] using sample data. They do not create leave requests or notify directors.
Project Roster Maintenance
Import and update a roster
Paste roster rows or upload an Excel-compatible file. The preview identifies new agents and LOB changes without modifying termed or transferred agents.
Target project: --
Safe roster update
Termed, TX and transferred rows are excluded. LOBs are never created automatically; configure missing LOBs in Agent LOB Limits first. New agents receive standard Agent dashboard access from the server-side template.
Paste roster data
Include the header row. Tab- or comma-separated data is supported.
Upload a roster file
Use CSV, XLSX or XLS files up to 20 MB.
No file selected.
Match roster columns
Detected columns are selected automatically. Correct any selection before generating the preview.
| Source row | EID | Agent name | LOB | Status | Validation |
|---|
Review changes before applying
Only checked, valid rows will be applied. Invalid and protected rows are automatically unchecked. No roster record has been changed yet.
| Source row | EID | Agent | Current LOB | Roster LOB | Action | Details |
|---|
Selected rows only. Unchecked rows are excluded. The selected updates are validated and saved together after confirmation.