Manager approval alert when daily OT/PTO limit is reached or exceeded
Z
Zaffre Panther
Managers should receive an alert/notification approval-time alert for managers when reviewing OT or PTO requests.
Use case:
We have a defined daily shrinkage threshold (e.g., 10% of agents allowed off per day). When a manager is reviewing a time-off (PTO) or overtime (OT) request, they want to see a clear notification if approving that request would:
• Exceed the allowed daily shrinkage percentage, or
• Cause the team to go beyond the configured OT limit for that day.
Current behavior:
• Time-off rules can restrict overlapping requests.
• Managers receive notifications that a request exists.
• However, there is no real-time approval pop-up showing whether approving the request would exceed daily limits.
Requested behavior:
When a manager clicks “Approve” on a PTO or OT request:
• A warning or pop-up appears if the daily OT/PTO threshold has already been met.
• Ideally, the alert would display relevant context (e.g., “10% daily shrinkage limit reached” or “Approving this request will result in 12% shrinkage.”).
Goal:
Reduce manual checking in the staffing timeline/various reports, and prevent accidental over-approval of PTO/OT that impacts coverage.