Approved shift request & change withdrawal autoprocessing rule settings
Autoprocessing rule settings define whether the rule applies to suborganizations, which requests are affected, and the auto-processing criteria.
Location
These settings are on the Autoprocessing page when the Create New AutoProcessing Rule type is Approved Shift Request & Change. This page is on 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.
Apply to sub-orgs section
This section provides options to exclude or include suborganizations from this rule.
Field |
Description |
---|---|
Apply to this org only |
Rule applies only to the organization, and not to its suborganizations. |
Apply to sub-orgs (no overrides) |
Rule applies to the organization and its sub-organizations. The suborganizations cannot change the status of the rule or edit it. |
Apply to sub-orgs (allow overrides) |
Rule applies to the organization and its sub-organizations. The suborganizations can change the status of the rule, but cannot edit it. |
Approved Shift Request & Change Withdrawal Requests affected by this rule
This section provides options to limit which requests are auto-processed.
Field |
Description |
---|---|
(type of regular or overtime requests) |
Only the selected regular time and overtime requests types are autoprocessed. Any or all the following types can be selected:
|
All requests of this type |
All requests are autoprocessed. No restrictions are applied. |
For (date range) |
Only requests submitted for the specified date range are autoprocessed. |
Auto-Processing Criteria - Approval section
Use this section to select auto-processing criteria for request approval. This section varies based on request type.
Field |
Description |
---|---|
Approval Criteria |
When selected, auto-processing approves requests based on the selected criteria. |
The following three auto-approve options are available. |
|
Do not auto approve any requests |
No requests are automatically approved. All requests must be approved manually. |
Approve requests with no violations |
Only requests that do not violate any validation rules configured for this request type are auto-approved. |
Approve requests violating only: |
The following requests are auto-approved:
|
Auto-Processing Criteria - Denial
Field |
Description |
---|---|
Denial Criteria |
When selected, auto-denial is used to process requests based on the selected criteria. |
The following auto-deny options are available. |
|
Do not auto deny any requests. |
No requests are automatically denied. All requests must be denied manually. |
Deny requests with at least one violation. |
Requests that violate any validation rules configured for this request type are automatically denied. |
Deny requests violating: |
Requests that violate the selected validation rules are automatically denied. |
Create an autoprocessing rule for approved shift request & change withdrawal requests