Define settings shared by all request types

While most Request Management settings are specific to one type of request, several optional settings are effective for all request types.

  • Employee Workflow Options settings: Determine whether employees can escalate denied requests, view auto-processing rules, and view schedules of specific organizations.

  • Required Pay Period Hours settings: If you want to track minimum hours per pay period for employees, these settings must be completed as part of the feature setup.

  • Auto Breaking settings: This setting only applies to time off requests, and is selected by default. It ensures that after a time off request is approved, the employee's paid time does not exceed the paid time prior to the request.

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. Optional: Define the following settings:

    • Employee Workflow Options settings

    • Required Pay Period Hours settings

  4. Optional: Change the following setting:

    • Auto Breaking

  5. To save these settings, do one of the following:

    • Click Save and apply to sub-orgs.

    • Click Save.

Request Management settings page