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Ticket dispatch reads booked time off from Rise by itself. This tool is for agents that work with Rise directly: answer who is off this week, list the time-off requests waiting on a manager and record the decision, or look up who reports to whom.
Automatically enabled when you configure Rise People permissions in your agent workflow. Rise holds your own staff, so the agent calls your Rise on every run, whatever the ticket’s company.

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What it does

  • Read who is away over a date range, with half days and leave and return times
  • Read time-off requests, balances and policies, and preview what a request would cost
  • List the reviews waiting on the connection’s user, and approve or reject them
  • File a time-off request. A request filed for someone else skips review in Rise and is confirmed at once
  • Read employees, their work email, status, managers, teams, departments, positions and locations, and onboarding
  • Change employees, start an onboarding, and record or reverse a position, manager or promotion change
  • Read and run pay runs, and run and save reports, when you give the agent those groups
Neo acts as the Rise user who created the application, so it sees what that user sees. Neo removes the SIN or SSN from every compliance record it reads, and refuses a write that carries one. Neo does not call Rise’s OAuth endpoints, or the operations Rise’s API reference marks as internal to the Rise web app: OAuth applications and grants, consent screens, and turning Rise AI on or off. A Rise admin does those in Rise.

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Permission groups

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Access profiles

Read Only, Helpdesk and IT Admin keep Payroll and Personal & Compliance Details off. Turn one on by hand for an agent that needs it.

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Safety Controls

No Rise write always asks a technician: each one follows its group’s approval setting and the agent’s access profile. Approving a pay run pays people, so keep Payroll’s approval on unless an agent’s job is to run payroll.