---
schema_version: "1"
id: b98a45a9572e489ef1367132989c891afb1b2133a2110747842a2b27f1211d35
title: Preparing for Resource Absences
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/workforce_engagement_prepare_resource_absences.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.workforce_engagement_prepare_resource_absences.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e00ff65f8a1f9d2bff70bbf95213a9be4fa47975e670bceb04f0139591ab8dfd
description: Before you specify resource absences, set up these features.
products:
  - Service Cloud
  - Digital Engagement
release: "264"
---
# Preparing for Resource Absences

Before you specify resource absences, set up these features.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.workforce_engagement_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the Salesforce user interfaces, editions, and add-ons that support Workforce Management and Quality Management">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <thead class="slds-text-title_caps ">
        <tr><th class="slds-cell-wrap" scope="col" id="d138599e50">Configuration Step</th>
        <th class="slds-cell-wrap" scope="col" id="d138599e53">Documentation</th>
      </tr></thead>
      <tbody><tr class="">
        <td class="slds-cell-wrap" data-label="Configuration Step" headers="d138599e50">1. Assign permission sets.<p>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.</p>
        </td>
        <td class="slds-cell-wrap" data-label="Documentation" headers="d138599e53">Manage Permission Set Assignments</td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Configuration Step" headers="d138599e50">2. Create service resources.<p>If you haven't done so already, create a service resource for each support rep who submits absences.</p>
        </td>
        <td class="slds-cell-wrap" data-label="Documentation" headers="d138599e53">Create Service Resources for Agents</td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Configuration Step" headers="d138599e50">3. Add related lists to objects.<p>Add the Absences related lists to the Service Resources object.</p>
        </td>
        <td class="slds-cell-wrap" data-label="Documentation" headers="d138599e53">Add a Related List to an Object</td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Configuration Step" headers="d138599e50">4. Let support reps access their own Service Resource records.<p>If you haven't done so already, create an Apex trigger that allows each support rep to view their own Service Resource record. This action lets the support rep access Resource Absences related lists where they can submit a new time-off request.</p>
        </td>
        <td class="slds-cell-wrap" data-label="Documentation" headers="d138599e53">Allow Agents to See Their Assigned Shifts with an Apex Trigger</td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Configuration Step" headers="d138599e50">5. (Optional) If you require manual approval, add the Status field to resource absences.<p>Some companies have unlimited PTO where absences are submitted to advise management. Other companies require managerial approval for an absence.</p>
        </td>
        <td class="slds-cell-wrap" data-label="Documentation" headers="d138599e53">&nbsp;</td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Configuration Step" headers="d138599e50">6. (Optional) Set up a Salesforce approval process for resource absences..<p>This approval process alerts a team lead when a new absence has been submitted by a support rep.</p>
        </td>
        <td class="slds-cell-wrap" data-label="Documentation" headers="d138599e53">Approval Processes</td>
      </tr>
    </tbody></table>