Create policies for shift swap requests

Shift swap request policies provide guidance to employees about submitting requests. Employees can view this information on the Policies page (on the My Requests menu).

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 Settings.

  2. From the Organization Name pane, click an organization.

  3. Under the Shift Swap Policies section, type the information you want employees to know about submitting shift Work period in WFM that has a definite length. swap requests.

  4. Do one of the following:

    • Click Save and apply to sub-orgs.

    • Click Save.

Shift swap policies

Recommended workflow: Set up shift swap requests