Approved shift swap withdrawal autoprocessing rule settings
Autoprocessing rule settings define whether the rule applies to suborganizations, which shift Work period in WFM that has a definite length. swap 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 Swap Withdrawal. 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 Swap Withdrawal Requests affected by the rule you are creating
This section provides options to limit which requests are auto-processed.
Field |
Description |
---|---|
All requests of this type |
All requests are auto-processed for approval. No restrictions are applied. |
For (date range) |
Only requests submitted for the specified date range are autoprocessed for approval. |
Autoprocessing Criteria - Approval section
Use this section to select autoprocessing criteria for request approval.
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:
|
Autoprocessing 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. |