Shift Bidding Autoprocessing Rule settings
Use a shift bidding Feature in WFM that allows employees to submit requests (bids) for selected shift assignments. rule to define autoprocessing criteria for shift Work period in WFM that has a definite length. bidding requests.
Apply to Sub-Org section
This section provides options to exclude or include suborganizations from this rule.
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Field |
Description |
|---|---|
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Apply to this org only |
Rule is applied only to the organization, and not to its suborganizations. |
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Apply to sub-orgs (no overrides) |
Rule is applied to the organization and its sub-organizations. The suborganizations cannot change the status of the rule or edit it. |
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Apply to sub-orgs (allow overrides) |
Rule is applied to the organization and its sub-organizations. The suborganizations can change the status of the rule, but cannot edit it. |
Shift Bidding Requests affected by this rule section
This section provides options to limit which requests are auto-processed.
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Field |
Description |
|---|---|
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All requests of this type |
All shift bidding requests are auto-processed for approval. No restrictions are applied. |
|
For (date range) |
Only shift bidding requests submitted for the specified date range are auto-processed for approval. |
Autoprocessing Criteria - Approval section
Use this section to select autoprocessing criteria for request approval. This section varies based on request type.
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Field |
Description |
|---|---|
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Approval Criteria |
When selected, auto-processing is used to approve requests based on the selected criteria. |
|
The following three auto-approve options are available. |
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Do not auto approve any requests |
No requests are automatically approved. All requests must be approved manually. |
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Approve requests with no violations |
Only requests that do not violate any validation rules configured for this request type are auto-approved. |
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Approve requests violating only: |
The following requests are auto-approved:
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Autoprocessing Criteria - Denial
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Field |
Description |
|---|---|
|
Denial Criteria |
When selected, auto-denial is used to process requests based on the selected criteria. |
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The following auto-deny options are available. |
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Do not auto deny any requests. |
No requests are automatically denied. All requests must be denied manually. |
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Deny requests with at least one violation. |
Requests that violate any validation rules configured for this request type are automatically denied. |
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Deny requests violating: |
Requests that violate the selected validation rules are automatically denied. |