Create an autoprocessing rule for shift requests & changes

While shift Work period in WFM that has a definite length. requests & changes can be processed manually, you can set up a rule for the system to process them automatically. An auto-processing rule can be used to approve and deny requests based on violation of validation rules.

If the autoprocessing criteria results in a request that can be both approved and denied, the request is processed with a Pending Approval status.

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 Shift Request & Change.
In the left pane, click an organization.
Optional: Under Apply to sub-orgs, click a sub-org option.
Under Shift Requests & Changes affected by this rule, click one of the options.
Under Autoprocessing Criteria, do the following to set up autoprocessing 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 selected the option that requires validation rules for the autoprocessing criteria, select one or more of the rules shown in bold. This convention indicates which validations 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.