Define validation rules for shift bidding requests

Validation rules verify that shift bidding Feature in WFM that allows employees to submit requests (bids) for selected shift assignments. requests meet the conditions that you specify. The validation rules that you set for a request type are available as criteria for autoprocessing rules.

Each validation rule has an icon. When a request violates a validation rule, alert information is available on the following:

  • Employee Requests page: An alert icon is displayed. When you point to the icon, information about the validation rule violation is displayed.

  • The request details: The alert icon and information about the validation rule violation are on the details view.

Procedure 

  1. Go to Organization Management Module in WFO that allows administrators to set up different hierarchies to manage users from a single, unified, Web interface.. Under Request Management, select Validation.

  2. In the left pane, select an organization.

  3. In the rule pane, under the Shift Bidding Request Validation rules section, do the following for each rule that you want to define:

    1. Select the check box.

    2. When needed, complete the rule values (Example: number of minutes, hours, or days).

  4. Do one of the following:

    • Click Save.

    • Click Save and Apply to Sub-Orgs.

Shift bidding request validation rules

Recommended workflow: Set up shift bidding requests