Create an autoprocessing rule for approved time-off withdrawal requests

While approved time-off 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 Autoprocessing.
On the Autoprocessing list page, click Create New Rule.
On the Create New Autoprocessing Rule popup, click Approved Time Off Withdrawal.

The Autoprocessing rule form is displayed.
Optional: Under Apply to sub-orgs, click a sub-org option.
Under Approved Time Off Withdrawal Requests affect by this rule, click one of the options.
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:
  - Approve requests with no violations
  - Approve requests violating only: (selected validation rules)
3. If you select the option that requires validation rules for the autoprocessing criteria, select the available rule. If the rule is bold, it indicates the rule is effective for your organization; otherwise, it is 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.