Create a filing rule for approved shift swap withdrawal requests

You can create a filing rule to specify when approved shift Work period in WFM that has a definite length. swap withdrawal requests must be submitted. When these requests are submitted, a validation rule verifies that the requests comply with the filing rule.

After a 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 

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 Filing Rules.

2. In the left pane, click an organization.

3. Click Create New Rule.

4. Click Approved Shift Swap Withdrawal.

5. In the Filing Rules workspace Area within an application window where the user interacts with the program., complete the settings.

6. Click Save.

Related topics 

Approved shift swap withdrawal request filing rule settings

Recommended workflow: Set up shift swap requests