Create a filing rule for shift swap requests

You can create a filing rule to specify when shift Work period in WFM that has a definite length. swap requests must be submitted. When shift swap requests are submitted, a validation rule verifies that the requests comply with the filing rule.

If the following shift swap request validation rule is not selected, the filing rule is not effective:

Request complies with filing rules.

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 Filing Rules.

  2. In the left pane, click an organization.

  3. Click Create New Rule.

  4. Click Shift Swap.

  5. In the Filing Rules workspace Area within an application window where the user interacts with the program., complete the settings.

  6. Click Save.

Approved shift swap withdrawal request filing rule settings

Recommended workflow: Set up shift swap requests