Create an autoprocessing rule for approved shift request & change withdrawal requests

While approved shift Work period in WFM that has a definite length. request & change withdrawal requests can be processed manually, you can set up a rule for the system to process them automatically. An autoprocessing rule can be used to approve and deny requests based on the validation rules that you set.

After an autoprocessing rule has been created for an organization, you can copy it to another organization to save time. The copy to organization becomes an owner organization of the rule too (as if the rule was created by the organization).

Procedure

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 Auto Processing.
In the left pane, click an organization.
On the Autoprocessing list page, click Create New Rule.
On the Create New Autoprocessing Rule popup, click Approved Shift Request & Change Withdrawal.

The Autoprocessing rule form is displayed.
Optional: Under Apply to sub-orgs, click another sub-org option.
Under Approved Shift Request & Change Withdrawal Requests affected by this rule, click any or all of the options.
Optional: Under Requested Dates, select the other option.
Under Autoprocessing Criteria, do the following to set up auto-processing criteria for approval and denial:
1. Based on the autoprocessing action you want to define, select one of the following check boxes:
  - Approval Criteria
  - Denial Criteria
2. Click one of the autoprocessing options:
3. If you select the option that requires validation rules for the autoprocessing criteria, select one or more rules shown in bold. This convention indicates which validation rules are configured for this organization. If you select any other rules, they are ignored.
4. Repeat these steps until you have completed the autoprocessing criteria for all actions that you want to use for this request type.
Click Save.