Create a rule

Create a rule that defines the requests employees can submit for their schedules.

To suit your unique business needs, you can create and configure multiple rules for some of the same attributes. For example, you can configure a rule with the activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule., Meeting, as a calendar event Scheduled event in WFM that is manually created on the schedule, can be a single instance or recurring event, and can have one or multiple attendees. Examples of calendar events are meetings or training sessions., for Organization A. Then, configure a different rule with the activity, Meeting, as a working shift event Time period in WFM when employees are scheduled for specific activities, other than the main shift activity. Shift events can either be productive or unproductive, and can be associated with activities such as Phone, Email, Break and Lunch., for Organization B.

You can also create and save multiple rules with the same main attributes with minor variations, and only activate one of those rules at a time. For example, you can configure rules with the same requested days, activities, and organizations, with different validations or roles settings, to suit different business peak periods. This feature gives you the flexibility to use similar rules with slight differences to meet your business needs.

Procedure

Go to Request Management. From Request Anything, select Rules.
Select Add Rule.
On the General tab, complete the parameters. These parameters define when employees can submit requests for the selected activity, when requests governed by the rule expire, and which event type on the Calendar is impacted by the defined request.

Click Next.
On the Organization tab, select the organizations for which you want users to submit requests.

The system filters the available organizations by the selected activity, and by your organization scope. You must select at least one organization.

Click Next.
On the Roles and actions tab, select the roles for submitting requests, who can be added to a calendar event by the submitter, the request actions (add, move, or delete events), and the roles for processing requests.

The Attendee scope is relevant for calendar events where the submitter wants to add multiple attendees. The values selected in this field define the scope of attendees the submitter can add to the event, which include: Submitter, Team Lead, Supervisor, and the Submitter's employee scope, which is defined by the View employees privilege Permissions associated with each role that define the features of the application a user is able to view and the functionality in the application the user can access. on the User Access Rights page in the User Management Module that an administrator uses to create a profile for each employee in their organization. module. For example, if you want the submitter to be able to select only themselves and their supervisor for a calendar event, select Submitter and Supervisor in this field.

For each action, you can select multiple roles for submitting and processing requests. For example, you can define that both the Manager and Supervisor roles can process employee requests for the Add action.

To add more role definitions, select the plus (+) icon. To remove a role definition, select the X icon.

Click Next.
On the Validations tab:
1. Configure the settings for all rule validations, which define how the rule is managed.
2. To apply the validation to all associated requests, select Enable next to the validation.
  
  If Enable is not selected, the validation is not applied to the rule.
Select one of the following:
- Save and close: The system saves the current settings for the rule and closes the Create rule wizard. It does not activate the rule.
- Activate rule: The system saves the current settings for the rule, and activates it.
You can create and save multiple rules with the same main attributes (such as the same requested days, activities, or organizations) that have minor variations, and only activate one of those rules at a time.