Create a filing rule for time-off requests

You can create a filing rule to specify when time-off request must be submitted. When time-off requests are submitted, a validation rule verifies that the requests comply with the filing rule for the time-off type in the request.

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).

If the following time-off validation rule is not selected, the filing rule is not effective:

Request complies with filing rules.

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 Filing Rules.
In the left pane, click an organization.
Click Create New Rule.
Click Time Off.
In the Filing Rules workspace Area within an application window where the user interacts with the program., complete the settings.
Click Save.