Create an autoprocessing rule for shift swap requests

While shift Work period in WFM that has a definite length. swap requests 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 the shift bidding Feature in WFM that allows employees to submit requests (bids) for selected shift assignments. validation rules that you defined.

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 Swap.

The Autoprocessing rule form is displayed.
Optional: Under Apply to sub-orgs, click a sub-org option.
Under Shift Swap Requests 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 auto-processing 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 auto-processing criteria for all actions that you want to use for this request type.
Click Save.