Flex time request validation rules

Use any of these validation rules to check flex time requests.

Maximum duration of Flex Time Request: <number> <Minutes or Hours>. This rule is violated if the total flex time duration is greater than the specified maximum.
Minimum duration of Flex Time Request: <number> <Minutes or Hours>. This rule is violated if the total flex time duration is less than the specified minimum.
Maximum number of makeup blocks per request: <number>. This rule is violated if the total number of flex time makeup blocks is greater than the specified maximum.
Maximum number of Flex Time Requests: <number> <Month or Quarter>. This rule is violated if the total flex time requests are greater than the specified maximum. When this rule is selected for an employee's organization, the Flex Time Summary section is available on the following pages:
- Time Summary: This page is located on Tracking, under Time Summary.
- My Schedule Summary: This page is located on My Home, under My Schedule.
Minimum duration of the activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule. < adjustable break activity or shift Work period in WFM that has a definite length. gap activity> is <number> <Minutes or Hours> after a make-up extension during the activity. This rule is violated if the minimum duration of the selected activity will not be met after an extension during the activity. (Until shift event Time period in WFM when employees are scheduled for specific activities, other than the main shift activity. Shift events can either be productive or unproductive, and can be associated with activities such as Phone, Email, Break and Lunch. activities are created for adjustable breaks or shift gaps, the list of activities is empty.) Example - adjustable break activity: Employees get a 60 minute, unpaid lunch break for a shift that exceeds six hours. By law, they are required to take 30 minutes for lunch. You can define this rule with a minimum activity duration of 30 minutes to prevent employees from making their lunch break too short.

Two break segments can occur due to a gap--one segment before and one segment after the work extension. Only one of these break segments must meet the minimum duration requirement in this rule.

If you are defining this rule for multiple activities with the same duration, you can select all applicable activities and enter the duration once. If you are defining this rule for activities with different durations, define each activity separately. Also, you can save or cancel all activities at one time instead of processing them individually. By default, the first adjustable break activity or shift gap activity shows in the list box.

To remove a minimum duration for an activity, set the duration to blank and save the change.
Makeup must occur <time period option>. This rule is violated when the requested make-up time does not occur in the selected time period. Time period options are:
- as soon as possible and no later than a specific number of days <number of days>
  
  Make-up time must be made up in the next gap, shift start, or shift end--whichever one comes first.
  
  Employees can use an adjustable break to make up time, but it is not included in this validation.
  
  Examples:
  - If an employee requests time off at the beginning of a shift and the shift has a gap, then all or part of the make-up time must occur during the gap.
  - If an employee requests time off at the end of a shift, then the make-up time must occur before the next shift.
- in the same organization week
  
  Make-up time must start and end within the same organization week as the time off.
  
  The organization week is based on Week Start Day defined on the Organization Settings page (under Hierarchies Organization Management Module in WFO that allows administrators to set up different hierarchies to manage users from a single, unified, Web interface., then Hierarchies).
- in the same scheduling period
  
  Make-up time must start and end within the same scheduling period as the time off.
  
  The scheduling period is based on the scheduling periods listed on the Campaigns Settings page (under Forecasting and Scheduling then Campaigns).
- in the same pay period
  
  Make-up time must start and end within the same pay period as the time off.
  
  The pay period is based on two Required Pay Period Hours settings, Pay Period and Start Date, defined on the Request Management Settings page (under Organization Management then Request Management).

For the organization week, scheduling period, and pay period options: When the time off crosses periods due to the shift assignment crossing periods, then the entire time off is attributed to the first period. Therefore, the make-up time must start and end in the same first period.

Makeup must occur as soon as possible and no later than <number> days. This rule is violated if earlier suitable flex makeup times occur before the proposed flex makeup time (excludes flex time with adjustable breaks).
Scheduled calendar event Scheduled event in WFM that is manually created on the schedule, can be a single instance or recurring event, and can have one or multiple attendees. Examples of calendar events are meetings or training sessions. activities that time off must avoid <All or specific calendar event>. This rule is violated if the flex time request falls within a calendar event activity which must be avoided.
Request complies with filing rules. This rule is violated if the request submittal date violates at least one of the filing rules applicable to the employee’s organization
Makeup time complies with the organization hours of operation. This rule is violated if the flex makeup time specified in the flex time request does not fall within the hours of operation for the organization.
Maximum consecutive working days allowed as per organization settings. This rule is violated if the requested flex makeup time on a non-working day causes the employee to exceed the maximum number of shifts defined in the Maximum consecutive working days to schedule organization setting. (This setting is located on the Organization Settings page, under Scheduler Options.)
Minimum required time gap between consecutive shifts as per organization settings. This rule is violated if consecutive shifts including the makeup shift are scheduled closer than the minimum time required between consecutive shifts.

Maximum paid duration allowed: <number> minutes per <Organization Day> or 24 Hour Period>. This rule is violated if the request causes the paid duration to exceed the user-defined duration allowed for the selected period. Shift length is not considered; however, all paid hours during the selected period are considered. For the paid duration calculation, only paid hours are counted. Shift work (normal shifts, overtime, overtime extension) and time off are counted as paid hours. Flex time off segments are not counted as paid hours.

For the reference period that defines the day, select from the following options:
- Organization Day: If all employees only have shifts that start and end in the organization day boundary, use this option.
  
  During validation, the duration calculation uses the time period defined for the organization day. The organization day is defined on the Organization Setting page (located on the Organization Management menu, under Hierarchies). If the maximum paid duration threshold is exceeded, an alert is generated.
- 24 Hour Period: If any employees have shifts that cross the organization day boundary (shift starts on one day and ends on another day), use this option.
  
  During validation, the duration calculation uses a sliding 24-hour window that increments by 15 minutes. The sliding window begins 24 hours + 15 minutes before the request start time and stops at 24 hours - 15 minutes after the request end time. If the maximum paid duration threshold is exceeded in a 24-hour window, the rule is violated. No more 24-hour windows are checked, and an alert is generated.

Minimum paid duration allowed: <number> minutes per <Organization Day or 24 Hour Period>. This rule is violated if the request for a makeup extension on a nonworking day causes the employee to fall under the user-defined duration allowed for the selected period. Shift length is not considered; however, all paid activities during the selected period are considered. For the paid duration calculation, only paid hours are counted. Shift work (normal shifts, overtime, overtime extension) and time off are counted as paid hours. Flex time off segments are not counted as paid hours.

For the reference period that defines the day, select from the following options:
- Organization Day: If all employees only have shifts that start and end in the organization day boundary, use this option.
  
  During validation, the duration calculation uses the time period defined for the organization day. The organization day is defined on the Organization Setting page (located on the Organization Management menu, under Hierarchies). If the minimum paid threshold is not met, an alert is generated.
- 24 Hour Period: If any employees have shifts that cross the organization day boundary (shift starts on one day and ends on another day), use this option.
  
  During validation, the duration calculation uses a sliding 24-hour window that increments by 15 minutes. The sliding window begins 24 hours + 15 minutes before the request start time and stops at 24 hours - 15 minutes after the request end time. If the minimum paid duration threshold is not met after checking all windows, an alert is generated.

A minimum of <x>percent of changed intervals improves net staffing based on all queues that the employee is <eligible to work or assigned to work> for the request duration. This rule is violated when the percentage of queue Entity that represents demand in WFM. Queues help predict workload by multiplying the volume of customer interactions by their expected handling time. intervals that will be changed by the request is less than the specified minimum percentage for net staffing improvement in the queues. Both the time off portion and each make up portion of the request are evaluated. When any portion of the request fails validation, an alert is displayed for the request. The alert specifies which portion failed validation: the time off portion or any of the make up portions.

The minimum staffing level percentage is calculated as follows:

Improvement Percentage = (#periods where net staffing is improved / (#periods where net staffing is improved + #periods where net staffing is worsened) )*100