Define validation rules for shift requests & changes

Validation rules verify that requests meet the conditions that you specify. Rules can be defined for both shift Work period in WFM that has a definite length. requests & changes and approved shift request & changes withdrawal requests.

Each validation rule has an icon. When a request violates a validation rule, alert information is available on the following:

  • Employee Requests page: An alert icon is displayed. When you point to the icon, information about the validation rule violation is displayed.

  • The request details: The alert icon and information about the validation rule violation are on the details view.

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 Validation.

  2. In the left pane, select an organization.

  3. Under the Shift Requests & Changes Validation rules section, define the validation rule that you want to use.

    1. Select the check box.

    2. When needed, complete the rule values. (Example: number of minutes, hours, or days)

  4. Under the Approved Shift Requests & Changes Withdrawal Validation rules section, select the check box.

  5. Do one of the following:

    • Click Save.

    • Click Save and Apply to Sub-Orgs.

Shift requests & changes validation rules

Approved shift request & change withdrawal request validation rules

Recommended workflow: Set up shift requests & changes